The GrandView family grew by two this June with the addition of Senior Investment Consultant, Mike Mashburn, SR, MBA, AIF®, and his son, Michael Mashburn, as a new Client Services Associate.
Mike brings his 36 years of industry experience with him to GrandView. Mike has always served both institutional and individual clients since joining the industry. He has a passion for both and enjoys managing individual client portfolios after gaining an understanding of client attitudes about risk and return. He provides in-depth financial planning for clients as required to make sure his clients have a plan in place designed for a successful, stress-free retirement.
Client satisfaction is a focus for Mike and he strives to meet and exceed expectations. His goals of family values, faith, and friendship are important to him and are closely aligned with the goals of GrandView. He brought his son Michael into his practice at GrandView to join him in providing exceptional service to their clients. Michael brings over five years of financial services experience to the team and his passion for investment management and client service is an asset to the team.
Michael graduated from Mississippi College with a Business Administration degree in 2012 and he just recently moved back from Indianapolis, Indiana after spending time as a Stock/Derivatives Trader for another firm. He brings a wealth of knowledge and a different perspective to our team as we continue to grow and expand. Michael has a passion for all things related to financial services and loves educating and teaching which is exactly what we get to do every day here at GrandView as we strive to ensure all our clients meet and exceed their goals. We are glad to have him on board with us as we continue to grow here in Birmingham.
On Thursday, August 25th, GrandView hosted a welcome party for Mike and Michael's clients to come to and visit the GrandView office and meet the rest of the GV team.
The Mashburn family (minus Mike's oldest daughter, Lucy) was in attendance to welcome good friends and clients. Drinks, food, and introductions all around made for a fun evening to celebrate the growth and expertise that comes with adding two knowledgeable pieces to the GrandView team.
Welcome, Mike and Michael Mashburn! We're excited to have you at GrandView.