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 Easterling, of GrandView Financial Group, LLC, is a 1992 graduate of Auburn University, with a degree in accounting.

Andy began his career in 1992 in public accounting and earned his Certified Public Accounting (CPA) certification. Beginning in 1998, Andy became interested in Financial Planning and thought it would be a great way of providing additional services to his clients. In 2000, Andy made his career change from Public Accounting to Financial planning for individual and small business owners. He earned his CERTIFIED FINANCIAL PLANNERTM designation in 2000 and has continued to increase his knowledge to improve service to clients. In 2008, Andy earned his personal financial specialist designation offered through the American Institute of Certified Public Accountants.

Andy has his Series 7 and 66 securities registrations to offer General Securities and Mutual Funds, and 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. He also is a volunteer board member of the Greystone YMCA in Birmingham, Alabama. Andy and his wife Gina have been married 12 years and have one daughter, Lindy.  Andy and Gina enjoy spending time with friends and family.

 

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.

 

 

Kirsten Prevallet

Phone: (205)262-1120
Fax: (205)262-1118
E-mail: kirsten@grandviewfinancialgroup.com

Kirsten is a graduate from the University of Alabama with a degree in Public Relations.  She holds a Series 6, 63 and 7 securities registration.  Kirsten has over eight years experience in the banking and investment industry.  She handles account maintenance and client relations for GrandView Financial Group.  Kirsten grew up in Chicago, Illinois, but currently lives in Birmingham with her husband, Bart.  Kirsten and Bart have two beautiful daughters, Megan and Madeline.

 

  

Robbi Anne Adamson

Phone: (205) 262-1120
Fax: (205) 262-1118
E-mail: robbianne@grandviewfinancialgroup.com

Robbi Anne Adamson is a graduate of Auburn University.  She has 8 years of medical sales and customer service experience.  She handles account maintenance and client relations for GrandView Financial Group.  Robbi Anne was born and raised in Birmingham, AL.  She and her husband Brent welcomed their first child, a baby girl, in June of 2009.

 

 

 

Laura James, CFP®

Phone: (205) 262-1120
Fax: (205) 262-1118
E-mail: laura@grandviewfinancialgroup.com

 

Laura joined GrandView Financial Group in 2010. She began her career in financial planning as a financial intern at Merrill Lynch in 2003. In 2004, she began working full time in financial planning at AmSouth Investment Management Company, now Regions Financial Corporation. In her role at AmSouth, Laura structured fee-based financial plans with a Financial Planner, forecasted possible outcomes of clients’ financial positions, and assisted in making final recommendations to clients. In 2007, Laura joined Stavis Margolis as an Associate Advisor. While at Stavis Margolis Laura coordinated proposal preparation, data collection, and plan preparation. She worked directly with the financial planner, investment analyst, and insurance analyst to prepare all plan documentation, investment documents, and insurance policies. Laura also assisted the director in plan presentation and final recommendations to the client.
 
Laura completed the Certified Financial Planner™ education, examination, and experience requirements in 2007. She holds her Series 66 and 7 securities registrations and Alabama and Florida Variable Life and Health Insurance license.
 
Laura graduated magna cum laude from The University of Alabama’s Culverhouse College of Commerce and Business Administration in May, 2004. She graduated with a Bachelor of Science in Commerce and Business Administration with a major in Finance, a concentration in Investment Management, and a minor in Economics.
 
Laura’s participation in various community activities such as Junior Achievement, United Way, and the Financial Planning Association not only satisfies her strong belief in social commitment, but also provides business related learning opportunities. Laura currently serves on the board for the FPA of North Alabama as the Membership Retention Director and has recently been invited to join the Junior League of Birmingham. Laura is happily married to her husband Clarence James.

 

 

Amanda Straka

Phone: (205) 262-1120
Fax: (205) 262-1118
E-mail: amanda@grandviewfinancialgroup.com

Amanda Straka recently joined GrandView Financial Group as marketing coordinator.  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.

 

 

  

Johnie Wilkie

Phone: (205)262-1120
Fax: (205)262-1118

Johnie Wilkie, Records/Filing Manager, is a former employee of Rust Engineering where she served in many different departments and as project secretary for 23 years. She is responsible for all data filing and record retention for the firm.