Our Credentials



There’s so much in a name.

Our name, Family Investment Center, reflects our quest for excellence in investment management services that truly put your family first. The value our clients place on family, and the value we place on family, is evident in every interaction.

Our team is fully committed to clients’ investment objectives and success, rather than splitting time into other areas. Few teams have the national and industry recognition of Family Investment Center; few have the knowledge of modern investment tools that successfully carry out timeless principles of investing in a small, approachable setting.

 

Alongside our name, you’ll find several formal recognitions, credentials and media mentions:
- As a member of NAPFA, we’re proud to be listed among national advisors who are truly fee-only and subscribe to the belief that clients’ needs come first.
- Family Investment Center team offers both academic and investment credentials in a commission-free setting.

 

Dan Danford, Founder/Chief Executive Officer:  
Dan’s wisdom is called upon by sources including the Wall Street Journal, U.S. News & World Report and "Medical Economics." Read more here.

  • Bachelor of Science in Business Administration
  • Master of Business Administration 
  • Graduate Certificate in Financial Planning
  • Currently completing Doctoral program in Personal Finance, University of Kansas
  • National Association of Personal Financial Advisors (NAPFA)
  • NFLPlayers Association Registered Financial Advisor (NFLPA)
  • CERTIFIED FINANCIAL PLANNERTM
  • Certified Retirement Services Professional® 
  • Passed the Missouri Life and Health insurance exam in 2008
    FP&A*
  • Series 65**             

 

Laura (Price) Holthaus:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • 2016 and 2017 Kansas City “Five Star” Wealth Manager
  • Bachelor of Science in Business Administration
  • Bachelor of Science in Economics
  • Graduate Certificate in Personal Financial Planning
  • Applied Master of Science in Personal Financial Planning
  • Series 65**


     

Elaine Coder:

  • Graduate from Platte Business College
  • Completed numerous business and banking courses at Missouri Western State University
  • 13 years of banking experience, plus 12 years of management experience
    Series 65**

 



Chris Stiens:

  • Bachelor of Science in Wildlife Ecology and Conservation
  • Independent businessman who has operated his own company, Advanced Aquatics
     
    Series 66***
     

 

 

 

 

We’re here to help. Give us a call or an email today.

 

*FP&A: Developed by the Association for Financial Professionals, the FP&A is the first global certification for the corporate financial planning and analysis profession.

**Series 65: This is a securities license required by most U.S. states for individuals who act as investment advisors. The Series 65 exam, called the Uniform Investment Adviser Law Examination, covers laws, regulations, ethics and topics such as retirement planning, portfolio management strategies, and fiduciary responsibilities.

***Series 66: This is a securities license required by many U.S. states for individuals who act as investment advisors.


The Changing Roles of the Investor and the Investment Advisor
How “Conflicted Advice” is Changing the Conversation About Investment Success
(A Whitepaper)

Family Investment Center is a Registered Investment Advisor under the Investment Advisors Act of 1940 and are regulated by the U.S. Securities and Exchange Commission. My colleagues and I have watched carefully as both the SEC and Department of Labor have wrestled with new rules and regulations. We stand as a beacon for the idea that a fiduciary standard does not eliminate quality investment advice for middle-class people in mid-America. Family Investment Center has always operated under a strict fiduciary standard, and both our clients and firm prosper. We recently crafted this whitepaper to highlight how proposed changes will benefit investors. The paper offers a brief analysis of the rules and some practical implications. This is a complex situation, and we hope you will read and share this information from genuine practitioners who are already making the fiduciary standard work.