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Family Investment Center is a commission-free investment advisory firm. Based in St. Joseph, Missouri, we serve the St. Joe community as well as the Kansas City Northland area.
We help families and other groups organize and manage investments. Our goal is to simplify accounts and objectives, reduce investment costs, locate superior products and providers, and help improve investment performance.
Unlike stockbrokers and commission-compensated advisors, we are independent and commission-free. We don’t sell any products, represent any outside companies or accept commissions. We represent our clients only. Because there are no third-party agendas or conflicts of interest, we are able to focus clearly on their goals, without costly sales commissions.
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Dan Danford, MBA, CRSP®
Principal / Chief Executive Officer
Dan began his investment career as a bank trust officer and has been advising clients on how to preserve and manage wealth for over 20 years. He was one of the founders of what is now the Gold Trust Company, a nationally-recognized Missouri-chartered trust company, and then went on to form his own fee-only investment advisory firm, Family Investment Center.
Having seen first hand the many ways bank trust and investment companies work and provide their services, he feels strongly that a commission-free firm offers a better way for most people to receive independent, objective advice at reasonable rates, with a high level of personalized service. Dan favors solution-based planning and proven investment strategies. With his financial expertise and investment management experience, he can help clients achieve their financial goals while providing them peace of mind, convenience, economy, and simplicity. Dan serves a wide range of clients, but especially enjoys working with and educating women, families, nonprofit groups, and company retirement plans.
Dan has written extensively on investment-related topics and his articles have appeared in a variety of professional and general interest magazines. He has also published two books, May I Help You? Why You Need a Fee-Only Investment Advisor and Million Dollar Management: Simple Lessons to Use Wealth Management Principles for Your Family Investments, with Gary Myers.
Dan has taught personal finance and investing at Missouri Western State University and has been a presenter at local, regional and national workshops and conferences. He has also served on the boards of a number of civic and professional organizations, including the Association of Independent Trust Companies, Missouri Bankers Association, Missouri Western State College Alumni Association, United Cerebral Palsy of Buchanan County and Phillips Theological Seminary. He is also an Eagle Scout and has served as a Loaned Executive for the United Way. He was honored with the 2003 Missouri Western State College Distinguished Alumni Service Award.
Dan is a graduate of Missouri Western, and holds an MBA from Northwest Missouri State University. He is also a Certified Retirement Services Professional®, a designation awarded by the Institute of Certified Bankers.
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Jason T. White, MBA, Ph.D
Principal / Director of Investments
Jason began his career as a licensed investments professional in 1991. During his remarkable career, he has held finance positions in both the public and private sector, focusing on financial and economic education, investment analysis, business valuations and fiduciary conduct. For more than a decade, he has been teaching finance, economics and entrepreneurship as Sam Walton Free Enterprise Fellow at Northwest Missouri State University.
Jason has a dozen peer-reviewed academic research publications to his credit and over one hundred popular media articles. He wrote a book on the future of the Social Security program and has been featured in Business Week magazine and provided commentary and expert opinion to popular print, television, radio and internet outlets.
While Jason is well respected in academic circles, it is his application of investment theory to real-world business analysis that sets him apart from most portfolio managers. He founded Northwest Consulting, a Registered Investment Advisor in 2001, which was acquired by Family Investment Center in 2006. White has earned many honors, awards and accolades from national, regional and institutional organizations.
Jason earned a Ph.D. in Economics and Political Science from the University of Missouri in 2003. He holds an MBA from Rockhurst University, and a BS degree in Finance from Northwest Missouri State University. He is currently working on advance professional certification in finance.
An active member of the First United Methodist Church in Maryville, White devotes considerable free time to charitable causes and public service.
Elaine Coder
Principal / Director of Client Services
Elaine joined Family Investment Center in early 2005. She is a registered investment advisor, and also provides office management and client support services.
Elaine graduated from South Harrison High School, Platt Business College, and took a variety of business and banking courses at Missouri Western State University. She spent 13 years with American National/Mercantile banks, and then as Retail Operations Officer for USbank. She was Office Manager for Lipira Pharmacy, a Long Term Care Pharmacy, for 12 years before joining Family Investment Center in 2005. She passed the NASD Series 65 Uniform Investment Adviser Law Examination in October 2009. Elaine is a member of Wyatt Park Baptist Church, serves on the Samaritan Counseling Center Board of Directors, volunteers for United Way, and has been active in a number of community and professional organizations.
“One of the most important jobs in our company is answering specific questions and providing account information to our clients,” explains Dan Danford, Family Investment Center president. “Elaine is excellent at fielding a client request and collecting the right data. She’s organized and efficient, and that’s precisely what our clients expect.”
 Laura Price
Investment Advisor
Laura joined Family Investment Center in October of 2008 and became an investment advisor after passing the NASD Series 65 Uniform Investment Adviser Law Examination in June 2010. She received Bachelor of Science degrees in Business Administration and Economics from Missouri Western State University in December of 2007. From 2001 until October 2008, she served as a medical secretary at St. Joseph Oncology.
During her education at Missouri Western, she was a member of Omicron Delta Epsilon, the Economics Club, and received the Outstanding Management Graduate award for the Department of Business in 2007.
Laura is extensively involved in activities at Wyatt Park Christian Church, serves on the InterServ Board of Directors, and volunteers for All Kids Can Learn Zambia, United Way, and Three Rivers Hospice.
Carolyn Pearl
Research Services
Carolyn joined Family Investment Center in 2004. Before joining the company, she had worked at First National for six years as an Administrative Assistant, FDIC in Claims/Settlements for two years, and the Commerce Trust Department as a Trust Officer for sixteen years.
Carolyn is involved at First Lutheran Church, where she coordinates the Wednesdays with Friends program, serves on the church council and Foundation board, and visits shut-ins. She also served on the InterServ Board of Directors from 1996 to 2001. |
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