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Sidney D
Series 65
Saint Joseph, MO
Family Investment Center
Sidney Davis is a financial advisor at Family Investment Center in Saint Joseph, MO, holding a Series 65 designation with four years of industry experience. Prior to joining Family Investment Center, Davis worked at Goetz Credit Union and Kohl’s Department Store. Family Investment Center serves a diverse client base including individuals, families, charitable organizations, and businesses, offering portfolio management and comprehensive financial planning with a focus on tax preparation, insurance review, and retirement and estate planning. The firm employs a fundamental, long-term investment approach and manages approximately $596 million across more than 800 clients through a multi-advisor team.
Paul A
Series 65
Saint Joseph, MO
Family Investment Center
Paul Albright is a financial advisor at Family Investment Center in Lenexa, KS, holding a Series 65 designation. He joined the firm in 2025 after a ten-year tenure at Oracle. Family Investment Center serves a diverse client base including individuals, families, charitable organizations, and businesses, offering portfolio management and comprehensive financial planning with an emphasis on tax, insurance, retirement, and estate planning. The firm employs a fundamental, long-term investment approach and manages approximately $596 million across 842 client relationships through a multi-advisor team.
Christine D
Series 65
Saint Joseph, MO
Family Investment Center
Christine Danford is a financial advisor at Family Investment Center in Saint Joseph, MO, holding a Series 65 designation with seven years of industry experience. Family Investment Center serves individuals, families, charitable organizations, and businesses, providing portfolio management and comprehensive financial planning that includes tax preparation, insurance review, retirement and estate plan assessments, and investment planning. The firm emphasizes fundamental security analysis with a long-term orientation and manages approximately $596 million across about 842 client relationships through a multi-advisor team.
Thaddus "Dan" D
CFP®, Series 65
Saint Joseph, MO
Family Investment Center
Thaddus "Dan" Danford is a CFP® professional with 27 years of industry experience, currently serving at Family Investment Center since 1998. He holds positions on the boards of National Advisors Trust Company, National Advisors Holdings, Inc., and National Advisors Trust of South Dakota, Inc. Family Investment Center provides portfolio management and comprehensive financial planning to individuals, families, charitable organizations, and businesses. The firm emphasizes fundamental security analysis and long-term investment strategies, managing approximately $596 million across over 800 client relationships through a multi-advisor team.
Winston M
CFP®, Series 65
Saint Joseph, MO
Family Investment Center
Winston Meyer is a CFP® and Series 65 designated advisor with five years of industry experience. He is currently with Family Investment Center, where he has worked for four years. Prior to that, he held roles at several firms including Invisor Financial LLC, Carlson Financial, and Cornerstone Financial. Family Investment Center is a multi-advisor registered investment advisory firm serving individuals and families, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management with a focus on fundamental security analysis and a generally long-term investment approach, supplemented by scheduled client meetings and integrated tax services.
Christopher S
Series 66
Saint Joseph, MO
Family Investment Center
Christopher Stiens is a financial advisor at Family Investment Center with 13 years of industry experience. He holds a Series 66 designation and has been with Family Investment Center since 2012. In addition to his work in financial advising, he owns and operates Advanced Aquatics, an environmental consulting business where he serves as a soil scientist consultant. Family Investment Center serves individuals, families, charitable organizations, and businesses, providing portfolio management and comprehensive financial planning for both non-high-net-worth and high-net-worth clients. The firm emphasizes fundamental security analysis and a long-term investment approach, managing approximately $596 million across about 842 client relationships through a multi-advisor team.
Daniel A
Series 65, Series 63
Saint Joseph, MO
Family Investment Center
Daniel Ahl is a financial advisor at Family Investment Center in Saint Joseph, MO, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Northwestern Mutual and Tower Trust & Investment Company. Family Investment Center is a multi-advisor registered investment advisory firm serving individuals, families, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes fundamental security analysis with a primarily long-term investment approach and offers comprehensive financial planning that may include tax, insurance, retirement, and estate plan reviews.
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