Saint Joseph, MO Office

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.

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.

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.