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Beth Mosshart, AIF®
​Client Specialist

Phone: 248-269-8366
​Beth has been with the company since its formation in 2002. She is a cum laude graduate of Miami University (the real Miami, in Oxford, Ohio), and has earned the Accredited Investment Fiduciary™ professional designation (AIF®).

​Prior to helping found StraightLine, she assisted the National Sales Manager for Real Estate One, and the National Director of Sales for Tomy Toys, as well as working as a Title I Tutor and parent volunteer in the Troy Schools. 

Beth enjoys contact with clients across the country and finds many uses for her education degree in helping clients and prospects understand their investment choices, opportunities, limitations, etc. In her spare time, she enjoys being with family, reading, getting outdoors, and playing a number of sports, including pickleball, softball and golf.

PROFESSIONAL DESIGNATION:
​Fi360, a Broadridge Retirement and Workplace, Inc. owned company, licenses the designation marks Accredited Investment Fiduciary® and AIF® in the United States. Attainment of the AIF® Designation demonstrates initial and ongoing understanding of the Prudent Practices® and methodology. Designation requirements include training, exam, experience, ethics and standards components-- more information is available at Professional Designations. 
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​DISCLOSURE:
​Information presented is for informational purposes only. StraightLine Group, LLC (“StraightLine”) is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Past performance is not indicative of future results. Investing involves risk, including the possibility of loss of principal. The ideas and opinions expressed herein do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy. Before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Any forward-looking statements or forecasts are based on assumptions and actual results may vary. Information presented from third parties is believed to be reliable, but no warranty is provided. StraightLine is not required to update information presented, unless otherwise required by applicable law. For more information about StraightLine, including our Form ADV Part 2A Brochure, please visit https://adviserinfo.sec.gov/firm/summary/127401 or contact us at 248-269-8366.
Corporate Headquarters: 165 Kirts Blvd., Suite 100 • Troy, MI 48084
Local: 248.269.8366 • Toll Free: 877.EDU.403b • Email: [email protected]
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