Beth Mosshart, AIF®
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Phone: 248-269-8366
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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.
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.
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.