About Our Team
Based in Dallas & Ft. Worth, Texas, our firm was founded by James E. Poe, MSFS and includes a dedicated family team that's here to assist you with all of your money management needs. We specialize in evaluating and analyzing complex and challenging financial situations that affect retirees and those contemplating retirement, with two locations to serve you.
The team at Texas Retirement Specialists includes generations of knowledge and experience in the financial, business and insurance fields.
James Poe - CEO & Financial Advisor:
Jim is Chairman and Founder of Texas Retirement Specialists. He brings a wealth of knowledge gained through more than 35 years of leadership experience within the financial services sector. Jim holds a Master's Degree in Financial Services (MSFS) and is a Board Certified Estate Planner. Drawing from decades of financial services experience, Jim's passion is helping our clients live the best retirement possible by identifying strategies to increase income, grow assets, reduce taxes and plan for business succession. Jim is also the 'voice' of our weekly radio program, "The Found Money Report". When not helping our clients, Jim enjoys spending time with his family, which includes wife Dauphinais, 6 daughters and 7 grandchildren.
Dauphinais Poe - Co-Founder and President:
Dauphinais, President of TRS, has led the team from the very beginning of our firm. Her leadership has helped our company grow from a tiny office to our current offices in both Fort Worth and Dallas. Dauph is responsible for the operations side of TRS. She leads our efforts in supporting charities and was named honorary chairperson for The Moslah Shriners annual fundraising event. When not leading the TRS team, Dauphinais enjoys spending time traveling with her husband Jim and their seven grandchildren. She also enjoys crafting, sewing, knitting, decorating and baking.
Britni Levensailor - Vice President & Financial Professional:
Britni is Vice President of TRS, and was the first employee of Texas Retirement Specialists. She is a licensed financial professional, a regular on our weekly radio show, part of our Senior Planning Team and a valuable member of our management team. Britni's exemplary attention to detail helps ensure that quality retirement and retirement plans are assembled for our clients. Britni and her husband Lance are proud parents of their son, Slade. Together they enjoy the company of their two dogs, traveling, dining with friends, and fishing.
Monique Hoemberg - Chief Financial Officer:
Monique is Chief Financial Officer, Chief Information Officer, and a valuable member of our management team. After receiving her Bachelor's Degree from the University of Texas at Arlington in 2007, she began her full time role here as at TRS. She provides client services support, manages the company's finances, provides IT support, as well as develops key marketing pieces for the firm. As part of our management team, she trains employees and assists members of our team when needed. Monique has a very active lifestyle outside of the office. She enjoys running, playing volleyball, fishing, camping, and spending time with her eight dogs.
Clint Lowery - Financial Professional:
Working from the Texas Retirement Specialists office in Dallas, Clint has the heart of a teacher. He loves to show clients the step-by-step process of planning for success in retirement. Clint is also an avid student. Through the years he's studied under a number of the top mentors in finance and investing on important topics including asset protection, estate planning, and tax planning. Clint is a licensed financial professional. He has been married for 11 years. He and his wife have 3 children. In his spare time, he enjoys watching sports and spending time with his family.
Paul Eckstein - Financial Professional:
Paul is a planner on our Fort Worth TRS team and is passionate about helping his clients conserve their retirement savings while providing good growth. Paul says he's excited about being part of the Texas Retirement Team because of "the difference we make in people's lives." Paul is a licensed financial professional, and as a graduate of The University of North Texas in 1998, Paul is a proud Mean Green supporter! Paul lives in Coppell and has two young sons. He enjoys sports, traveling and spending time with his parents who reside in Fort Worth.
Van Leftwich - Financial Professional:
Van is a planner on our Dallas TRS team and brings a breadth of experience and knowledge to the team. He has been executing financial plans for individuals and families since 1999. Van enjoys the company of people immensely and thrives on partnering with professionals to simplify the planning process by focusing on what is relevant, effective and a true value-add. He received the Certified Financial Planning™ credential in 2009 and has a BBA from Southern Methodist University and a MBA from the University of Miami. Van enjoys tennis, reading and writing. He and his wife, have one son.
Betty Lynch - Financial Professional:
Betty is the newest member of our Fort Worth planning team. Prior to joining Texas Retirement Specialists, she had a very successful career in health and fitness for 32 years. She received her licensing through Baylor Sports Medicine Center. Betty is a true believer that client services should be the number one priority in any business. Her goal is to coach and educate families throughout the Metroplex in order to achieve a healthy retirement. Betty and her husband, Michael, have been married for 35 years and reside in Fort Worth. They enjoy spending time with their three daughters and grandchildren.
Corrine Fancher - Senior Director of Client Services
As Senior Director of Client Services, Corrine oversees licensing, new client paperwork, processing new accounts and client requests for all TRS clients. Although, she primarily services our Dallas agents and clients, she is always more than happy to help with any client's needs. Corrine also assists in the training of new TRS team members. In her spare time, Corrine enjoys running, camping and family vacations. She currently resides in Willow Park with her husband and her daughter, Gracie.
Daniella Savoie - Client Services Professional:
Daniella is one of our Client Services Professionals at TRS. She handles new client paperwork, processing of new accounts and client requests. She primarily services our Fort Worth office and its clients. Her attention to detail and ability to catch on quickly have proved to be a huge asset for our firm. Outside of the office, Daniella runs her own boutique and enjoys spending time with her husband and twins, Abby & Colt.
Erin "EJ" Jenkins - Client Services Professional:
Erin Jenkins, "EJ", joined our team at the beginning of 2013, as our receptionist. After a year of hard work and dedication, she was promoted to Client Services Professional in. We have found that our clients really do love her as much as we do. EJ handles general maintenance of accounts and client inquiries. She attended Texas A&M University in College Station and is a die-hard Aggie! She currently lives in Fort Worth with her daughter, Elliotte. In her spare tim,e she enjoys dancing, attending Aggie football games, and taking her daughter to the park.
- IRA Rollovers
- Individual Stocks
- Life Insurance
- Estate Planning
- Retirement Planning
- Financial Planning
- 401(k) Rollovers
- Mutual Funds
- Multi-Generational IRA
- Alternative Investment Strategies
- Long Term Care Insurance
- Roth IRAs
- Deferred Sales Trusts