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, "Found Money Radio". When he is not helping our clients, Jim enjoys spending time with his family, which includes wife Dauphinais, 6 daughters and 8 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 having two 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 she is 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. Britni is also part of our Senior Planning Team and a valuable member of our management team. Her 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 - Vice President of Finances & Chief Financial Officer:
Monique is Vice President of Finances, Chief Financial 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.
Paul Eckstein - Financial Professional:
Paul is a planner on our Dallas 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.
Betty Lynch - Financial Professional:
Betty is a 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. As a licensed professional, 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.
Alan Maples - Financial Professional
Alan is a member of our Fort Worth Planning team. After graduating with a BBA from Texas A&M, he worked in banking and real estate, before deciding to return to school for his law degree from Baylor. Alan opened his own law practice (which still continues today) with a focus on Estate Planning. More recently, he have obtained the Certified Professional Landman designation, the highest designation awarded by the American Association of Petroleum Landman and is a licensed Financial Professional. Alan believes his education, training and experience enables him to take a holistic approach to wealth management and preservation. In his spare time, Alan and his wife of 25 years enjoy spending time outdoors at their family ranch in the Texas Hill Country.
Russell Felten: Certified Financial Planner™
Russ has spent more than 25 years in the financial planning and wealth management fields. He is a member of our Dallas planning team. His work history includes managing assets for a large family office, ownership of a private manufacturing company as well as numerous venture capital endeavors. A native of Ohio, and having spent many years enduring the winters of Minnesota, he is now very happy to be in Texas where he can spend time with his three grandchildren. Russ is a graduate of Valparaiso University and has been a Certified Financial Planner™ since 1989. When not busy solving client needs, he enjoys golf and cooking.
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 - Director of Client Services:
Daniella is our Director of Client Services 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.
Sarah Schramme - Client Education Coordinator:
Sarah is Client Education Coordinator here at TRS. She plans and oversees all client workshops and events. She graduated from The University of Texas at Arlington in December of 2013. Throughout college she was an active member of Delta Delta Delta. In her spare time, she enjoys running, shopping, and hanging out with her two sisters.
- 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