Stephanie S. Todd
Stephanie has extensive public accounting, industry management, and accounting experience. She focuses primarily on complex planning and tax compliance for affluent clients, their families and related business, planning, and philanthropic entities. With this focus, a significant amount of Stephanie’s practice is devoted to trust, and estate and gift tax matters. She joined Durbin Bennett in 1997.
Prior to joining the firm, Stephanie provided integrated tax, financial planning, and investment management services as founder and partner of her own CPA and Registered Investment Advisor (RIA) firms. She began her career with KPMG in Dallas. Later she became controller of a movie and television production company and then assumed divisional controller responsibilities for the largest private homebuilder in the United States.
Stephanie graduated summa cum laude from the McCombs School of Business at The University of Texas at Austin. She is an active volunteer for various business, professional and philanthropic groups with past and present board service. Her current service includes the Endowment Committee of the Settlement Club and Diocesan Delegate for the Episcopal Church of the Good Shepherd.