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 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.

Taren Mcmurray is a CFP® with seven years of industry experience, currently serving as a financial advisor at Family Investment Center since 2018. Prior to joining Family Investment Center, he worked for GTRUST Financial Partners for eleven years. Family Investment Center advises individuals, families, charitable organizations, and businesses, providing portfolio management and comprehensive financial planning services that include tax preparation, insurance review, retirement and estate plan evaluations, and investment planning. The firm employs a long-term investment approach based on fundamental security analysis and serves over 800 clients with approximately $596 million in assets under management.

An experienced fee-only financial planner, I work with 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 clients allows us to provide holistic, fiduciary advice and investment management on a fee-only basis. I enjoy providing advice through proven systems and processes to make money work efficiently and effectively for clients to be able to achieve their goals. Being the trusted resource for clients gives them confidence knowing they have a reliable and professional resource that they can access at any time which relieves the stress and burden that comes with making important financial decisions in their lives. I’ve been working professionally in personal financial planning for well over a decade now providing advice to hundreds of client families. After obtaining my undergraduate degree in business administration from Kansas State University I attained the FINRA series 7 and 66 security registrations, as well as the KS & MO Life, Accident, and Health Insurance Agent Licenses. I became a CERTIFIED FINANCIAL PLANNER™ in 2014 and have also been a registered tax return preparer since 2012. I feel that having a well-rounded background in personal finance and asset management allows me the ability to provide holistic fee-only financial planning advice to my clients.

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" 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.

Tanner Garrett is a CFP® professional at Family Investment Center with two years of industry experience. His prior work includes roles at HyVee, Amazon Fulfillment, and Academy Sports & Outdoors. 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 planning, and investment planning. The firm employs a fundamental, long-term investment approach and manages approximately $596 million across over 800 client relationships through a multi-advisor team.

Richard Salmen is a CFP® and CFA® with nine years of experience in financial advising. He has worked at Family Investment Center since 2017 and previously held roles at Northern Financial Advisors, BOK Financial, BOSC, Inc., and Bokf, Na. Outside of his advisory work, he operates RA Pilot Services, providing pilot services for hire. Family Investment Center serves individuals, families, charitable organizations, and businesses, offering portfolio management and comprehensive financial planning. The firm emphasizes fundamental security analysis and a long-term investment approach while providing services that include tax preparation, insurance review, and retirement and estate planning.

Samuel Harrison is a CFP® with five years of industry experience, currently serving as a financial advisor at Family Investment Center. His prior experience includes roles at Fidelity Investments and J.P. Morgan Securities. Outside of advising, he works part-time as operations and finance manager for TeddyMD LLC, a company that sells a children’s sleep aid product online. Family Investment Center advises individuals, families, charitable organizations, and businesses, providing comprehensive financial planning and portfolio management for a diverse client base. The firm’s investment approach emphasizes fundamental security analysis with a long-term orientation and incorporates tax planning, insurance review, and estate planning into ongoing client engagements.

Winston Meyer is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Family Investment Center, where he has worked since 2022. His prior experience includes roles at Invisor Financial LLC, Carlson Financial, Cornerstone Financial, and Aspyre Wealth Partners. Family Investment Center serves individuals, families, charitable organizations, and businesses, offering portfolio management and comprehensive financial planning that includes tax preparation, insurance review, retirement and estate plan reviews, and investment planning. The firm emphasizes fundamental security analysis with a long-term orientation and manages approximately $596 million across 842 client relationships through a multi-advisor team.

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 Ahl is a financial advisor at Family Investment Center with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tower Trust & Investment Company and Northwestern Mutual. Family Investment Center serves individuals, families, charitable organizations, and businesses, providing portfolio management and comprehensive financial planning with an emphasis on fundamental security analysis and long-term investment strategies. The firm manages approximately $596 million across about 842 client relationships and offers services including tax planning, insurance review, and retirement and estate plan reviews.