StraightLine is pleased to work with individuals and families who are seeking the services of an independent Financial Advisor for professional investment management and financial planning services.

Additionally, StraightLine works directly with employers to support the general education, communication, and advice needs of employees participating in their 401k, 403b, or 457 retirement plans.

It doesn't matter how you come to StraightLine, on your own or through your employer, you'll get the same high quality professional investment management and financial planning services, not just for your employer-sponsored retirement plans, but for all aspects of your financial life.

Over the years, we have developed a specialty serving those who serve others in the higher education and not-for-profit market.  We have served this market for over 15 years and know the unique needs of these individuals, as well as the nuances of their retirement plans. In particular, those offered through TIAA and Fidelity.

Whether you are an individual or an employer, StraightLine stands ready to support you through our Three Pillar Process: Educate. Plan. Invest.

Disclosure URL:  https://www.straightline.com/disclosures.html

Higher Education

Investment Management

Retirement

StraightLine

Mike Bisaro

Rob Rickey

Chris Turi

Jason Fisher

Doris Karras

Beth Mosshart

The Operations Team at StraightLine is responsible for ensuring seamless day-to-day functioning across the organization. They oversee internal processes, manage financial operations, and maintain effective communication between teams to enhance service delivery. By streamlining workflows and managing resources efficiently, the team supports the overall mission of providing high-quality financial planning and investment management services to individuals, families, and employers.

Operations Team

Leadership Team

Operations Team

About

Team members

Other teams at StraightLine

Leadership Team