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At StraightLine, we are committed to enhancing your experience through strategic investments in our people, technology, and expanded services. Our commitment to growing with you ensures that we can continue to provide unparalleled support and solutions tailored to your individual needs. We are delighted to share that we have added two new members to your StraightLine team. One brings a distinguished career with exceptional industry knowledge and experience. The other adds fresh perspective in the form of promising young talent.  Rob Rickey, CFP® ROB RICKEY JOINS STRAIGHTLINE AS CHIEF GROWTH OFFICER AND FINANCIAL ADVISOR Rob Rickey, a former TIAA executive, will play a key role in expanding and enhancing our services to provide greater value to clients. A 30-year veteran and leader within the financial services industry, Rob brings a wealth of knowledge and experience to StraightLine and its clients. Prior to joining the firm, Rob spent 25 years at TIAA, a Fortune 100 financial services firm, where he rose to a senior leadership role as Managing Director and Head of Advisor Services. Our relationship with Rob goes back over 15 years to when he played an instrumental role in our ability to manage employee retirement accounts at institutions such as Michigan State. Early in his career, Rob was a financial advisor at a leading mutual fund. He is passionate about personal finance, financial wellness, and coaching individuals to help them achieve their financial and life goals. He earned an M.B.A. in Banking and Finance from Hofstra University’s Frank G. Zarb School of Business, and a B.A. in Economics from Long Island University. Rob is also a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Professional Coach. As a result of Rob's addition, StraightLine futher bolsters its reputation as a leading independent advisory firm servicing the not-for-profit market and higher education clients.  Kyle Zammit INVESTING IN EMERGING TALENT BRINGS FRESH PERSPECTIVE AND A BRIGHT FUTURE Kyle Zammit, a graduate of Grand Valley State University joins StraightLine as an Investment Advisor Representative and member of our client services team. Thanks to his background in business administration and finance, Kyle was able to quickly contribute to StraightLine’s investment and research team. With a fresh perspective and keen enthusiasm for learning, Kyle will be involved in all aspects of our client services team, including investments, financial planning, and operations. As Kyle continues to grow, our investment in him will pay dividends to StraightLine and our clients for years to come. THIS IS JUST THE BEGINNING! Stay tuned for additional announcements as we unveil technological enhancements and expanded services that will further enrich your experience with StraightLine.
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