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About Us

We are financial planners first.

The team at GrandView comes from a wide range of backgrounds and experiences but come together in the service of our clients. It is our belief that we have found a better way to help clients improve and organize their financial lives into an easy-to-understand format.

We are financial planners first. Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Depending on the season of life you are in, many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, we are there to help you pursue your financial independence.

GrandView prides itself on being an asset and a friend to so many in our community. We mention “friend” because our client conversations are about more than money. Family, work, your interests/hobbies, vision and values are where we start and then use money as the tool to get there.

Bob Straka founded GrandView Financial Group in 2006 and built our company on the belief that we could help clients pursue their dreams, work toward financial goals and pass on true “wealth”: Values, wisdom, work ethic and faith to the next generations to follow. Looking at his own financial goals, leading up to his retirement, Bob took steps to put in place a team to succeed him and keep Grandview going for those next generations of clients.

Prior to being the owner of GrandView, Kelly Morgan was a client and then hired as Chief Operations Officer. In 2016, she began the process of becoming a partner at GrandView and is now taking the business forward for the next generation.

Meet Our Team

At GrandView Financial Group, our entire team is dedicated to making sure your financial planning process is as seamless and enjoyable as possible. We have a dedicated staff that strives for strong communication and connection with clients. When you’re dealing with something as dear to you as your finances and your future, we want to make sure we’re available and informed every step of the way.

A headshot of Kelly Morgan

Kelly Morgan, CFP®

Chief Executive Officer, Certified Financial Planner™

(205) 262-1120
(205) 262-1118
A headshot of Larry Walck

Larry A. Walck, CFP®, CRPC®

Certified Financial Planner ™

(205) 262-1120
(205) 262-1118

Billy Doughty, MSBA, CFP®, CKA®, CDFA®

Certified Financial Planner ™

(205) 262-1120
(205) 262-1118
A headshot of Robert Straka

Robert R. Straka

Founder

(205) 262-1120
A headshot of Alisha Lane

Alisha Hall

Planning Assistant

(205) 262-1120
(205) 262-1118
A headshot of Ann Roth

Ann Roth

Director of Operations

(205) 262-1120
(205) 262-1118
A headshot of Kirsten Prevallet

Kirsten Prevallet

Client Services

(205) 262-1120
(205) 262-1118
A headshot of Kellie Taylor

Kellie Taylor

Client Services

(205) 262-1120
(205) 262-1118

Our Why

At GrandView Financial Group, our mission statement is to provide people in all phases of life with the knowledge and resources to live a financially healthy present and future.

We believe that financial planning should be simple. Too often, individuals are afraid to get their investments in order because they don’t understand the process, their advisor is intimidating, or they just have too much on their plate.

At Grandview Financial Group, we help provide clarity in our clients’ financial lives by being transparent, acting independently and working with them for the long term. Our team consists of advisors who have years of experience, and we use our knowledge to serve you and your family. We get to know you and your goals, get involved in your financial lives and are there to celebrate your successes and walk with you through the hardships. Our clients want retirement and family planning while maintaining their lifestyle before and after their retirement date.

At GrandView, we provide planning that takes into account both the logistical and emotional aspects of each client’s unique financial puzzle.

Our Process

We start and end around your Vision and Values. Once we know what you want out of life, for yourself, your family and your legacy, we evaluate where you are relative to your goals. We can then recommend strategies to get you where you want to be. But we don’t stop there. We help you implement the recommendations, and we watch over your plan so that you can live your life. We continually monitor your financial situation to ensure that you remain on track to pursue your goals. Your goals remain the centerpiece of your recommendations and strategies.

We take a team approach where our clients work with an advisor and a service team that you will get to know along the way. While our advisors take the lead in strategy the team takes over implementation and service. Our team approach allows us to be able to be accessible and deliver great service.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Our Office

In the heart of Cahaba Heights, our GrandView offices are a testament to how we want to do business. We believe that when you come to our office, it should feel less like an business and more like a home. Which is why, at GrandView Financial Group, our home is your home. We provide a comfortable place to talk about financial planning and investments without intimidation.

Our Philanthropy