Financial Advisors

John Christensen, JD, CFP(R), Financial Advisor

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.

Kyle D. Findlay, CFP(R), MA, Financial Advisor

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.

Abe Glaser, Financial Advisor

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.

Jason D. Landers, CFP(R), Financial Advisor

12 Years Financial Planning and Advising Experience
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Jason’s professional career began after earning a Bachelor of Science in Business Administration with a major in Management from the University of Alabama in Huntsville. Jason has accrued several professional certifications over his 13 years as an advisor, including the CERTIFIED FINANCIAL PLANNE™ designation. Jason’s team, which includes Kyle Findlay, CFP®, Paula Sandlin, Client Relationship Manager, and Haley Channell, RP®, operates around a thorough process that helps families navigate through a financial plan that clearly defines their objectives and values, organizes their financial resources, and helps them implement various planning and investment strategies. They also leverage trusted relationships with select professional advisors, including attorneys, CPAs, bankers, and insurance advisors to carry out certain specialized strategies. The team understands that a holistic financial plan is ever evolving, and their commitment to clients is to ensure that the plan always incorporates life’s changes.

Prior to joining Keel Point in April 2009, Jason spent 7 years with Merrill Lynch as an advisor. He has been an active member of the Financial Planning Association of North Alabama.

Jason is very active with the Huntsville Hospital Foundation, currently serving as Treasurer on their Board of Trustees, and formerly acting as Chairman for the Foundation’s 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 is involved with HudsonAlpha’s Connections committee and also served two years as a member of the Huntsville/Madison County Chamber of Commerce Ambassadors’ Council . Jason is a graduate of Leadership Huntsville/ Madison County’s Connect program.

David Little, Financial Advisor

9 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. David is a member of Huntsville Rotary Club. In 2010 David was appointed to the Huntsville Police Citizens Advisory Council and currently serves as Chairman. 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, Heals Inc. and 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 his family.

Thomas O'Connor, CFP(R), Financial Adivsor

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 considers it a passion and one of his highest honors to thoroughly serve individuals and families by establishing, monitoring and refining a comprehensive financial plan to reach their unique goals.

Before Thomas came to BlueCreek, he was a producer and Associate in Risk Management (ARM) at J. Smith Lanier & Co., one of the largest privately held insurance brokerages in the country. Originally from Savannah, GA, Thomas graduated from Auburn University majoring in Business Administration where he was selected as the one of the ten most influential seniors. Thomas and his wife, Kelly, have two young children — Liam Patrick and Margaret Grace.

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