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The Missouri Bar 2012 Solo and Small Firm Conference

John Christensen

John Christensen
BlueCreek Investment Partners

John joined BlueCreek Investment Partners 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 publicly traded regional bank and 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 Children’s Mercy Hospitals and Clinics, and the Kansas State Treasurers 529 Advisory Board.

Education / Certification / Licenses
• J.D. University of Tulsa College of Law
• Entrepreneurial Law Certificate
• Certified Financial Planner®
• B.A. Business Administration and Economics Hastings College
• Admitted to Practice Law – Missouri and Kansas
• Securities and Insurance: FINRA Series 7 and Series 63, and Missouri and Kansas – Life and Health Insurance

Professional Affiliations and Organizations
• Missouri Bar Association
• Kansas Bar Association
• Kansas City Metropolitan Bar Association
• Kansas City Estate Planning Society
• Society for Financial Service Professionals – Board Member

Professional Seminars
• Transition-Sale-Succession of the Family Enterprise – A Roadmap for Success
• Life Insurance Planning for Business Owners
• Personal Fiscal Fitness
• Remediation and management of Irrevocable Life Insurance Trusts (ILIT)
• FDIC Regulations and Impact on Your FDIC Coverage
• Various Estate and Financial Planning Seminars