About Us

Kindred Stephens
Financial Group

 

When clients begin working with Valli Kindred and Chad Stephens, they understand the high level of service they’re going to receive. At the Kindred Stephens Financial Group, we care for our clients as if they were members of our own family. In fact, most of our clients are family-oriented, and they care about the legacy they will leave to future generations of their own family.

We have multigenerational relationships that extend more than 20 years. Our clients are charitable, friendly, and loyal members of our community. We find that our clients are both sophisticated and ready to listen to what we have to say. Because many our clients include our own families and friends—and many of their friends—we carry strong relationships into work with us every day.

Valli Kindred Managing Director

(214) 382-5301
valli.kindred@kindredstephens.com

Valli Kindred is the Managing Director and Co-Founder of Kindred Stephens Financial Group, LLC. After growing up in West Texas, she graduated from the University of Texas at Arlington with a Bachelor of Science degree. Valli began her career in the financial services industry in 1980 with E.F. Hutton, which evolved into what is now known as Morgan Stanley, where she held the title Vice President – Wealth Management. During her 35-year career she has held various positions in management and supervisory roles gaining a wealth of knowledge beneficial to client. Along with office manager, Valli’s roles include client service, insurance, fixed income and annuities.

Valli is a breast cancer survivor and an active fundraiser for Susan G. Komen. She is an animal lover and enjoys spending her free time with her four dogs in outdoor activities as well as reading and swimming.

Chad Stephens President

(214) 382-5301
chad.stephens@kindredstephens.com

Chad Stephens is currently President and Co-Founder of Kindred Stephens Financial Group, LLC and has over 20 years of experience in the financial services industry. Chad majored in business finance at the University of Texas and received his BBA in 1994. After college, he joined Merrill Lynch as a Financial Advisor and in 2002 went to Smith Barney where he was Vice President – Wealth Management. Chad graduated from Southern Methodist University’s Certificate Program in Financial Planning in 2005 and went on to become a Certified Financial Planner professional that same year. He completed the Private Investment Management criteria through Wells Fargo Advisors and holds the title Portfolio Manager. Chad is the lead manager of the Kindred Stephens Financial Group investment portfolios.

Chad and his wife, Danielle, have two children and they enjoy traveling and spending time at the lake. Chad also enjoys the outdoors and is an avid hunter. The Stephens are members of Saint Michael and All Angels Church, where Chad has been going since childhood and where he and Danielle were married in 2002.

Josefina Torres Registered Client Service Associate

(214) 382-5301
josefina.torres@kindredstephens.com

Josefina Torres is the Registered Client Associate Service Associate at Kindred Stephens Financial Group, LLC. Josefina majored in business finance at the University of Texas at Arlington and received her BBA in 2006. She has over 15 years of combined experience within the investment and banking industries and holds FINRA Series 7 and 63 securities registrations. After college, Josefina began her career at the Northern Trust Company as a Wealth Strategist Sales Associate. There she held the titles of Investment Consultant and Officer.

Josefina and her husband, Ernesto, have two children and they enjoy traveling, coaching little league, volunteering for non-profits, promoting autism awareness, and spending time with family. They are active members of St. Monica Church where Josefina is a Catechist Faith Formation Teacher.