Community Involvement

Our Community


As financial advisors, we help our clients achieve their philanthropic goals through wealth management and estate planning strategies. However, we like to take it a step further, and personally get involved with the organizations that are important to our clients.

We have been a financial supporter of Jewish Family Services and the Headstrong Foundation, which are causes our clients are deeply involved in. We have also supported our local schools with sponsorships and donations. Additionally, Chad Stephens serves on the University Park Elementary School’s Legacy Committee and works with Dallas Community Partners on the annual Toy Drive.

Each of us at Kindred Stephens Financial Group also has a charitable cause that is important to us personally.


Valli Kindred

Valli Kindred is a breast cancer survivor, and she supports the Susan G. Komen Foundation through donations and the 3-Day Walk.


Chad Stephens

Chad Stephens and his family are supporters of the Leukemia and Lymphoma Society (LLS) and DKMS (Delete Blood Cancer). Chad's wife, Danielle, is a Leukemia survivor, and they have organized teams to walk the Light the Night fundraiser for LLS. They worked on a bone marrow donor drive, which was held in Danielle's honor and added over 2,800 registered donors, 10 of which have already made potentially lifesaving bone marrow donations to patients.


Josefina Torres

While raising a son with autism, Josefina Torres has become an advocate of autism awareness and community involvement for this cause. Josefina and her husband also support the Knights of Columbus, a Catholic service organization, and they have walked in the Hike for Life to support pregnant women in need.



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