Family Investment Center

Sidney Davis is a Series 65-licensed advisor with five years of industry experience, currently working at Family Investment Center since 2019. Prior to this, Davis held positions at Goetz Credit Union and Kohl’s Department Store. Family Investment Center is a registered investment adviser with a team of about 12 advisors managing approximately $689 million for individuals, families, pension plans, charitable organizations, and businesses. The firm follows a fundamentally driven, long-term investment strategy emphasizing diversification and tax-aware considerations, while incorporating client education through newsletters and seminars.

Paul Albright is a Series 65-credentialed advisor at Family Investment Center in Saint Joseph, MO, with one year of industry experience. Prior to joining Family Investment Center, he spent ten years at Oracle. Family Investment Center is a registered investment adviser with a team of about a dozen advisors managing approximately $689 million for individuals, families, pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach with an emphasis on diversification and tax-aware strategies, complemented by comprehensive financial planning and a distinctive focus on client education and communication.

Taren Mcmurray is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked at Family Investment Center since 2018 and previously spent 11 years at GTRUST Financial Partners. Family Investment Center is a registered investment adviser with a team of 12 advisors managing approximately $689 million for nearly 900 clients. The firm serves individuals, families including high-net-worth clients, pension plans, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning. Their investment approach emphasizes fundamental, long-term strategies with diversification and tax-aware considerations, and they incorporate client education through newsletters and seminars as part of their service model.

An experienced fee-only financial planner, I work alongside a strong team helping many families across the United States fulfill their dream of reaching financial independence. Our focus on middle and upper-middle class families allows us to provide comprehensive financial planning and investment management through a fiduciary, fee-only approach. I enjoy helping clients make their money work more efficiently and effectively through proven financial planning systems and processes. Serving as a trusted resource gives clients confidence that they have an experienced professional to turn to when important financial decisions arise, helping reduce the stress and uncertainty that often accompany those decisions. I began my career in financial services after earning my undergraduate degree in Business Administration from Kansas State University in 2009 and have spent well over a decade providing financial planning advice to hundreds of client families. I earned the CERTIFIED FINANCIAL PLANNER™ certification in 2014 and have been professionally preparing individual income tax returns since 2012. In 2024, I became an Enrolled Agent (EA) with the IRS, further strengthening my ability to incorporate tax planning and preparation into comprehensive financial advice. My extensive experience in financial planning, investment management, and taxation allows me to bring a well-rounded perspective to each client's financial life. By integrating these areas rather than viewing them in isolation, I help families make informed financial decisions, identify opportunities, and develop strategies designed to help them achieve their long-term goals.

Christine Danford is a financial advisor at Family Investment Center in Saint Joseph, MO, with eight years of industry experience. She holds a Series 65 designation and practices as part of a team of 12 advisors. Family Investment Center serves individuals and families, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach that emphasizes diversification and tax-aware strategies, combined with comprehensive financial planning and client education through periodicals and seminars.

Thaddus "Dan" Danford is a CFP® and Series 65-registered financial advisor at Family Investment Center, where he has worked since 1998, totaling 28 years of industry experience. He serves on the boards of several related entities, including National Advisors Trust Company and National Advisors Holdings, Inc. These roles involve governance and fiduciary responsibilities at nationally and state-chartered trust companies serving RIA firms and their clients. Family Investment Center is a team-based registered investment adviser managing approximately $689 million for individuals, families, pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach combined with comprehensive financial planning services and emphasizes client communication and education through newsletters and seminars.

Tanner Garrett is a CFP® professional with three years of experience in the financial advisory industry. He is currently with Family Investment Center, where he has worked since 2021. Prior to this, his work history includes roles outside of finance such as positions at HyVee and Amazon Fulfillment. Family Investment Center is a registered investment adviser with a team of about 12 advisors managing approximately $689 million for nearly 900 clients, including individuals, families, pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach with diversified portfolios and tax-aware strategies, alongside comprehensive financial planning services that emphasize client communication and education through newsletters and seminars.

Richard Salmen is a CFP® and CFA® with 10 years of industry experience. He has worked at Family Investment Center since 2017 and previously held positions at Northern Financial Advisors, Inc. and BOK Financial Securities, Inc. Outside of his advisory work, Salmen operates a pilot services business. Family Investment Center is a registered investment adviser with a team of about twelve advisors managing approximately $689 million for a client base that includes individuals, families, pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach and integrates client communications and education through newsletters and workshops as part of its service model.

Samuel Harrison is a CFP® with six years of industry experience, currently serving as an advisor at Family Investment Center. Before joining Family Investment Center, he worked at Fidelity Investments and J.P. Morgan Securities LLC. Outside of his advisory role, he manages operations and finance for TeddyMD LLC, a company selling children's sleep aid products. Family Investment Center is a registered investment adviser with a team of about a dozen advisors managing roughly $689 million for individuals, families, pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach with an emphasis on diversification and tax-aware strategies, complemented by regular client education through newsletters and workshops.

Winston Meyer is a CFP® professional with five years of industry experience, currently serving at Family Investment Center. His prior roles include positions at Invisor Financial LLC, Carlson Financial, and Cornerstone Financial. Family Investment Center is a registered investment adviser with a team of about a dozen advisors managing roughly $689 million for individuals, families, pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach with a focus on diversification and tax awareness, and emphasizes client education through newsletters and seminars.

Christopher Stiens is a financial advisor at Family Investment Center with 14 years of industry experience and holds a Series 66 designation. He has been with Family Investment Center since 2012. Outside of his advisory role, Stiens is the owner of Advanced Aquatics, an environmental consulting business where he works as a soil scientist consultant. Family Investment Center is a registered investment adviser with a team of approximately 12 advisors managing about $689 million for nearly 873 clients. The firm serves individuals, families, pension plans, charitable organizations, and businesses, offering portfolio management and comprehensive financial planning through a fundamentally driven, long-term investment approach and client education initiatives.

Daniel Ahl is a financial advisor with Family Investment Center in Saint Joseph, MO, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Family Investment Center, he worked at Tower Trust & Investment Company and Northwestern Mutual in various roles. Family Investment Center is a registered investment adviser with a team of about a dozen advisors managing approximately $689 million for individuals, families, pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach combined with comprehensive financial planning and incorporates client communications and education through newsletters and seminars as part of its service model.