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Kim Dodson began her ten year financial career in the Private Wealth Management group at Goldman Sachs and later transitioned to the Private Banking and Investment Group at Merrill Lynch where she held the NASD Series 7, Series 63 and Series 65 licences. Her experience includes assisting high net worth individuals, family offices and private foundations with developing and implementing holistic wealth and investment management solutions. She prepared weekly and quarterly cash flow analysis for clients along with annual reviews analyzing risk, return and performance. Her broad range of experience in the financial world qualifies her to assist clients from the initial stages of financial analysis to the later more complex stages.
Kim earned her undergraduate degree in Accounting, Finance and Economics from The University of Oklahoma Price College of Business where she graduated magna cum laude. In 2000, Kim moved to Dallas and married Kevin Dodson, whom she met in college. They have two children. Currently, Kim volunteers with Heroes for Children where she served on the Board of Directors for four years, She is also involved in various other nonprofits such as Jonathan's Place, Hockaday Parents Association and The Women's Auxiliary to Children's Medical Center.
Stephanie Staubach Phillips earned her law degree in 1998 and began working at Haynes and Boone, LLP. Stephanie counseled clients on corporate and securities matters and managed complex transactions. In 2004, Stephanie joined The Staubach Company to serve as general counsel. In that role, Stephanie managed the legal affairs of the company, which included corporate transactions, litigation, employment matters and various other issues. Stephanie was the trusted advisor fo the company - a role she thoroughly enjoyed. After handling the sale of the company in 2008, Stephanie focused on raising her children. Her work experience makes her uniquely qualified to serve clients on a confidential basis during a period of transition and beyond.
Stephanie earned her undergraduate degree from Vanderbilt University and her law degree, with honors, from Southern Methodist University Dedman School of Law. Stephanie was raised in Dallas and is married to Todd Phillips whom she met in law school. They have two children. Stephanie is active in the Dallas community and serves on the Ursuline Academy Foundation Board and Christ the King Parents Association. She also volunteers with various other nonprofts, including Jonathan's Place and Heroes for Children.
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