9 Years of Financial Advising and Trust Administration
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John joined BlueCreek in April of 2011, attracted by the transparent fee structures offered to clients and the consistently high level of service provided. He has considerable experience providing 401(k) and retirement plan benefits for businesses, but, as a CERTIFIED FINANCIAL PLANNER™, his primary focus is on financial planning and investing for families, business owners, executives, and professionals.
John began his career in financial services as a Trust Administrator and Document Review Specialist for National Advisors Trust, FSB in Overland Park, Kansas. During his time there, he was exposed to many great financial planning firms and learned a great deal about successful intergenerational wealth transfers. Later, in his work as a Strategic Advisor for a regional trust company, he helped business owners, executives, and professionals chart their financial goals and track their progress over time. In addition to his client-service work, John makes time to serve his community. He is a member of the Kansas City Rotary Club 13, the Donald H. Chisholm Planned Giving Council of Childrens Mercy Hospitals and Clinics, and the Kansas State Treasurers 529 Advisory Board.
John earned his Bachelor of Arts at Hastings College with a double major in Business Administration and Economics. He later received a Juris Doctorate and Certificate in Entrepreneurial Law from the University of Tulsa College of Law.
11 Years Financial Planning and Advising Experience
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Kyle spent the first several years of his career working with a regional wealth management firm in Birmingham, AL before joining BlueCreek in 2007. As a CERTIFIED FINANCIAL PLANNER™, he works with private wealth management clients and corporate retirement plans. He specializes in comprehensive financial planning for families, and especially enjoys the personal relationships he fosters with his clients, established through building goal-based financial solutions together. He values BlueCreek's independent, open-architecture structure, which he feels gives him the ability to enter into a consultative role with his clients, always putting their needs ahead of the needs of the firm.
Kyle graduated Summa Cum Laude from the University of Alabama, while simultaneously earning his Master's degree in only 4 years. His undergraduate degree was in quantitative finance with a minor in economics, and his Master's degree was in Banking and Finance. He was awarded the Financial Executives Institute Award, an honor awarded to the top finance student at The University, along with other honors recognizing his academic accomplishments.
Kyle has a heart for the city of Huntsville and stays active in the community. He currently serves on the Board of Directors for both the Huntsville Botanical Garden and Young Business Leaders. He is a member of the Committee of 100 YP and serves on the Development Council for the Huntsville Hospital Foundation. He serves as a volunteer with the Huntsville / Madison County Chamber of Commerce, MS North Alabama, and is a graduate of Connect Leadership Class 7 in Huntsville / Madison County. Kyle is also an outdoor sports enthusiast who enjoys running, biking, hiking, weight-lifting, and various water sports. He and his wife, Luciana, live in Huntsville and are active members in their church and the community together.
12 Years Financial Planning and Investment Advisory Experience
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Abraham's commitment to offering client-centered money management, comprehensive financial planning, and the highest level of client service led him to join BlueCreek in November 2013. He has served as an advisor to small business owners, private clients, and high net worth families. He is passionate about guiding clients through a variety of financial planning challenges including retirement planning and multi-generation wealth transfer. Partnering with BlueCreek gives Abraham the opportunity to provide customized solutions that focus on the financial wellbeing of his clients.
Abraham brings to BlueCreek more than a decade of experience gained in financial services industry. Prior to joining BlueCreek, he served clients at a large national wire house as well as two regional bank brokerage firms.
Abraham's dedication to service is also displayed in his active roles within the community. He is a founding member of the KC Cause Foundation, and is a former president of the American Red Cross, Kansas City, KS. He and his wife, Monica, are the proud parents of three beautiful daughters.
12 Years Financial Planning and Advising Experience
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After spending 7 years with Merrill Lynch as an advisor, Jason joined BlueCreek in April 2009, drawn by the firm's emphasis on client service, the freedom offered by our open architecture platform, and the significance that is placed on the comprehensive financial planning approach. For him, BlueCreek is a place where he is encouraged to build strong relationships with his clients and equipped to help them reach their financial objectives.
Originally from Pittsburgh, Jason began his professional career after earning his Bachelor of Science in Business Administration with a major in Management from the University of Alabama in Huntsville. Since graduation, he has accrued several professional certifications including Series 7 securities and Series 66 licenses, a Life and Health Insurance License in Alabama, and the CERTIFIED FINANCIAL PLANNER™ designation. He has been an active member of the Financial Planning Association of North Alabama for 3 years.
Jason is passionate about giving his time and his financial experience with the community. He has shared personal finance tips with school children through Junior Achievement of North Alabama, conducted complimentary planning seminars to retirement communities and non-profit organizations in Huntsville and Madison, and partnered with the Huntsville office of the FBI to provide educational workshops to the public on identity theft prevention.
Jason is very active with the Huntsville Hospital Foundation, serving on their Board of Trustees and acting as Chairman for their Development Council. Jason is also a member of the Huntsville Committee of 100 YP and serves on their Executive Committee, which centers its focus on education and economic development in Madison County. He also served two years as a member of the Huntsville/Madison County Chamber of Commerce Ambassadors Council and is a graduate of Leadership Huntsville/ Madison County Connect program. He, his wife Andrea, and their 3 year old son Anthony reside in Huntsville.
7 Years Investment Advisory Experience
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David joined BlueCreek in September 2011, bringing with him over 5 years of investment advisory experience. David has a diverse background in business and business development roles, ranging from owning his own business to working as a Channel Manager with a local technology firm.
Understanding the importance of personal relationships with his clients, David is honored to stand by their side as they plan for and enter retirement. David feels privileged to be their Advisor and does not take the responsibility lightly. Aside from working with individuals and families, David focuses on retirement planning for several local businesses.
Born and raised in Huntsville, David lives and works within 2 miles of the hospital in which he was born. Instilled with a strong sense of giving back, David devotes a good portion of his time to community service. In 2010 David was appointed to the Huntsville Police Department Citizens Advisory Council. He is a graduate of Leadership/Huntsville Madison County Connect Class 10, and Impact Class 3. He serves on the board of directors of Leadership Huntsville/Madison County and also serves on the board of Vanguard Huntsville/Madison County. David is a member of Huntsville Rotary Club.
David spent four years in the United States Marine Corps. He graduated from Athens State University in 1997 with a Bachelors of Science degree and from Calhoun Community College in 1995 with an Associate of Science degree. He and his wife, the former Mimi Sowder, also of Huntsville, have 3 active children that keep them very busy. In his spare time, he enjoys non-fiction writing, reading, smoking BBQ and spending time with this family.
5 years of experience in the Finance Industry
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Thomas joined BlueCreek in August 2011 as a financial planner working with individuals, families and corporate retirement plans. He has achieved the Series 7, Series 66 licenses and has earned the CERTIFIED FINANCIAL PLANNER™ designation.
Thomas was drawn to the firm by the conviction he saw in the work that was being done by the other advisors. He cherishes the moments after a family goes through the financial planning process and leaves with a peace of mind that their finances are in order and their goals are defined with a clear and comprehensive plan to reach them.
Before Thomas came to BlueCreek, he was a producer at J. Smith Lanier & Co., one of the largest privately held insurance brokerages in the country. While there, Thomas accomplished the distinguished designation of Associate in Risk Management (ARM). Dealing with the executives of companies across the Southeast gave him the opportunity to see the ins and outs of each type of business entity and the risks associated with each. This background has benefited him well in dealing with business owners and provides an added value to the clients he serves.
Originally from Savannah, GA, Thomas graduated from Auburn University in Business Administration. While at Auburn, he was a leader on the campus holding numerous positions which culminated in him being selected as the one of the ten most influential seniors at Auburn. He and his wife Kelly welcomed a baby boy, Liam Patrick, in October 2012.
22 years of Finance Industry Experience
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As a seasoned Financial Advisor, John works with a wide variety of individuals, families, businesses, schools and local governments to assist them with solutions to their investment strategies and needs. Recognizing that no two investment situations are identical, John uses his broad professional background to identify client issues, concerns and objectives and outlines a suggested investment program to fit those specific needs.
John has 20 years of direct experience in the finance industry with the last twelve years specifically involved in assisting clients with their investment concerns and goals. Prior to that, he spent over seven years as Executive Director of a local government risk retention pool, providing leadership to a group of more than 70 governmental entities as they endeavored to cover their risks and protect their taxpayers in the most cost efficient manner possible. John has also served as City Administrator for a total of 10 years in two communities; one each in Missouri and Kansas. Overall, John has 36 years of administrative, executive and investment experience. He graduated Magna Cum Laude with a Bachelors of Science degree from Missouri Valley College in Marshall, Missouri with emphasis in political science, public administration and economics.
8 Years Experience in the Finance IndustryDownload Contact Card
Holly Villasi proudly joined the Kansas City office of BlueCreek Investment Partners in May 2011. Her commitment to developing long-term client relationships within a firm dedicated to the principles of in-depth financial planning and concierge level service made BlueCreek a perfect fit. As a CERTIFIED FINANCIAL PLANNING™ professional, Holly takes a holistic approach to financial planning and wealth management. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. She is passionate about finding client focused solutions to the many challenges clients face in developing and implementing their financial goals.
Prior to joining BlueCreek, Holly was first Series 7 and 63 registered while working with two leading regional bank brokerage firms in Kansas City. She continued her career as a manager in the supervisory office of a network of over 60 independent advisors across the nation. While in that position, Holly completed the Series 65 and 24 exams to become a Registered Investment Advisor Representative and General Securities Principal. She graduated with distinction, earning a Bachelor's Degree in Piano Performance from the University of Missouri in Kansas City. As a founding member of the first BlueCreek branch office, Holly looks forward to playing an integral role in establishing BlueCreek as a recognized leader in the Kansas City area.