Stephanie has over twenty years of public and industry accounting and management experience. Her focus is specialized tax and advisory services, serving the needs of affluent individuals, their families and related business, planning and philanthropic entities. 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 firms. She began her career with KPMG Peat Marwick in Dallas, Texas. Later she became controller of a movie production company in Dallas and then assumed divisional controller responsibilities for the largest private homebuilder in the United States. Stephanie graduated summa cum laude from the University of Texas at Austin. She is active in various business, professional and civic groups and serves as Treasurer for the Episcopal Church of the Good Shepherd and President of the McCallum High School and Fine Arts Academy Band Parents Association. She formerly served on the Board of Good Shepherd Episcopal School.