Led by Mike and Elizabeth Bisaro, StraightLine is a dedicated team of financial professionals on a mission to empower and guide you on your financial journey. We do this by focusing on the three core principles of educating, planning, and investing.
Discover the firm's history and how our journey has evolved over the years, just as your financial journey has and will continue to evolve.
Founded in 2002 by Steve and Bethany Mosshart, StraightLine’s history is firmly rooted in Steve’s deep experience as a financial advisor at some of the industry’s most prestigious firms of the time. As the firm became established, other talented professionals joined the cause.
More than twenty years later, the firm has grown to over $1 billion in assets under management and has served employees in over 150 different employer-sponsored retirement plans in both the for-profit and not-for-profit market – and is proud to say that many of those clients from those early days are still with StraightLine.
While StraightLine has always managed assets in retirement plans as well as regular assets such as IRAs, joint accounts, and trust accounts, the firm has developed a specialty for serving those that serve others in higher education.
Noteably, StraightLine is one of a handful of advisory firms that have 15 or more years of experience working specifically with the TIAA retirement system that dominates the higher education market.
Let’s retrace some ground to see how StraightLine became the powerhouse it is today.
Steve Mosshart, AIF®
Beth Mosshart, AIF®
Mike Bisaro had been working at Wachovia Securities. Jason Fisher had been working as a loan officer at Savage Mortgage Services. They were intrigued by what Steve and Beth were building, and were pleased to be invited in to help serve the firm’s growing clientele. Both Mike and Jason eventually earned the AIF® (Accredited Investment Fiduciary) designation.
The early years were challenging and included many weeks on the road away from family for Mike, Jason, and their team. However, their commitment to meeting with employees face-to-face in both group settings delivering general financial education and in one-on-one meetings providing personalized advice and guidance set the foundation in place for the firm.
Since inception, StraightLine has been honored to help individuals at more than 150 firms, universities and municipalities nationwide plan for their retirement goals. With a steadfast commitment to their clients and a fiduciary standard of care as guiding principles, they continuously strive to be the research-based, professional investment management firm clients can trust to always act in their best interests.
Mike Bisaro, AIF®
Jason Fisher, AIF®
Rob Rickey spent 25 years honing his skills at TIAA, a pioneer in the development and delivery of independent fiduciary advice solutions in not-for-profit retirement plans and annuity products, Rob was ready for a change. Over the course of his career, he’d learned that it is not always the road less traveled that makes all the difference, but sometimes it is about paving your own path. Today, StraightLine is pleased to have added his skills and experience to the team.
While at TIAA, he eventually became the driving force behind the firm’s ability to work with independent advisors. His mission was to improve retirement outcomes by ensuring plans and participants had access to quality advice delivered by a fiduciary – and this is how Rob became acquainted with the StraightLine team.
Rob Rickey, CFP®, CPC
With an eye always focused on retirement, StraightLine can help you manage the pressures of meeting your day-to-day financial obligations and being prepared for the unexpected, while also planning for other important life goals.
For most clients, their largest asset is their employer-sponsored retirement plan such as a 401(k), 403(b), or 457 retirement plan. The sad thing is that most financial advisors will not manage assets in these retirement plans while you are working. At StraightLine, we recognize how important it is to ensure that you have professional investment management services on these assets during your working years, so you are in the best position to achieve your retirement goals.
StraightLine brings its Discretionary Investment Management service to you by designing your portfolio based on the investment options available in your employer-sponsored retirement plan. Better yet, StraightLine will handle implementing and managing your assets on an ongoing basis.