Our Associates

Robert Straka, CFP®, AEP

President

Phone: 205.262.1120
Fax: 205.262.1118
Mobile Phone: 205.999.2648
E-mail: bob@grandviewfinancialgroup.com

Robert R. Straka, President of GrandView Financial Group, LLC, is a graduate of the University of Minnesota and has continued to pursue knowledge for his clients.

Bob has worked with clients and professionals in the areas of financial and estate management for over 36 years, focusing on a values-based approach to family legacy planning. When first introduced to The Heritage Process as a charter member of the Heritage Institute, Bob recognized the opportunity to learn and grow in his ability to help clients pass on their values to future generations.
 
While going through his own Guided Discovery Process, Bob was reminded of  those persons who had significantly impacted and mentored him through his life. Bob uses the Heritage Process to assist families in passing on their most important wealth assets, which he believes are their values, intellect, work ethic and faith. Bob’s personal mission with his clients is to help make sure that their money is passed on with meaning so that the third generation has not wasted their financial and values-based inheritance.
 
Bob has his Series 7, 63 and 24 securities registrations and Variable Life and Health licenses. In addition, he has earned various professional designations such as: Certified Financial Planner (CFP®), Masters Degree in Financial Services (MSFS), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and Accredited Estate Planner (AEP). He is also a past president of the Alabama Chapter of the International Association for Financial Planning (IAFP) and has taught Investments, as well as Money and Banking, at Birmingham-Southern College.
 
Bob and his wife Patsy have been married over 41 years and have two daughters. His oldest daughter Sarah is married and lives in Washington, D.C.  His daughter Amanda lives in Birmingham, AL.  Bob and Patsy enjoy traveling, visiting their children and spending time at their lake house. Bob is active in his community, church, and civic organizations . He donates his time reading to Head Start children and acting as an auctioneer at charitable fundraisers.
 

Andy Easterling, CPA/PFS, CFP®

Phone: 205.262.1120
Fax: 205.262.1118
Mobile Phone: 205.563.0115
E-mail: andy@grandviewfinancialgroup.com

Andy has been a trusted advisor for over ten years, specializing in financial planning for individuals and small business owners. Prior to earning his CERTIFIED FINANCIAL PLANNER TMdesignation in 2000, Andy spent six years in public accounting as a Certified Public Accountant (CPA). Drawing on this unique background and understanding of both industries, provides the opportunity for Andy to better serve his clients. A graduate of Auburn University, Andy has a passion for learning and has gone on to earn his Personal Financial Specialist(PFS) designation from the American Institute of Certified Public Accountants, as well as, his Series 7 and 66 securities registrations to offer General Securities and Mutual Funds. Also, Andy is licensed to offer Insurance Products such as Life Insurance, Long Term Disability & Long Term Care.

Andy is an active member of the American Institute of Certified Public Accountants, Alabama Society of Certified Public Accountants and is a volunteer board member of the Greystone YMCA in Birmingham, Alabama. Andy and his wife, Gina, have been married 13 years and have one daughter, Lindy. Andy and Gina enjoy spending time with family and friends.

 

Professional Mission Statement
To help improve and enhance the lives of my clients, by providing the highest level of professional competence, integrity, and trust.  Assisting each client to pursue financial goals and objectives through listening and implementing a strategic plan specifically for them. 

 

Ashley Adamson

Client Relationship Manager

Phone: 205.262.1120
Fax: 205.262.1118
E-mail: ashley@grandviewfinancialgroup.com

Ashley is a graduate of the University of Alabama at Birmingham with a Bachelor of Science degree in marketing. She holds Series 6 and 63 securities registraions and Alabama Life Insurance license. She handles account maintenance and client relations for GrandView Financial Group.  Ashley previously worked for Wachovia Bank, N.A. as a Licensed Financial Specialist. Prior to Wachovia, she was the Divisional Assistant and Merchandise Assistant at Saks Incorporated. She and her husband Chad live in Trussville with their 1 year old daughter Brenley.

 

  

 

Marline Kellum

Client Relationship Manager

Phone: 205.262.1120
Fax: 205.262.1118
E-mail: marline@grandviewfinancialgroup.com

Marline joins GrandView with over 32 years of experience previously working forProtective Life Insurance Company. She held various positions while at Protective with the most recent being Director II of Account Relations. She handles account maintenance and operations for GrandView. Marline enjoys spending time with her children & grandchildren, reading and writing.

 

 

 

 

 

 Amanda Straka

Marketing Manager

Phone: 205.262.1120
Fax: 205.262.1118
E-mail: amanda@grandviewfinancialgroup.com

Amanda Straka joined GrandView Financial Group as marketing manager.  A graduate of Auburn University, she holds a Bachelor of Arts degree in public relations with a concentration in marketing. Amanda previously held the position of research manager for Wake County Economic Development, a program of the Greater Raleigh Chamber of Commerce. Prior to working for Wake County Economic Development, she was the marketing and research coordinator for Newmark Knight Frank in Atlanta, Georgia. 

 

  

  

 

Debbie Adcox

Client Administrator

Phone: 205.262.1120
Fax: 205.262.1118

Debbie joined the GrandView team as a client administrator. Debbie has over 15 years in the financial industry working for various companies. She enjoys spending time with her grandchildren, knitting and working out.