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: 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. Before starting Texas Retirement Specialists, Jim was a senior executive at CitiGroup. 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", broadcast Saturdays at 10AM on KRLD 1080AM and at 3PM on WBAP 820AM. When not helping our clients, Jim enjoys working with non-profit organizations, particularly those that serve children. He also enjoys spending time with his family, which includes wife Dauphinais, 6 daughters and 7 grandchildren.
Dauphinais Poe - Co-Founder and President: Dauphinais, or 'Dauph' for short, has led the team at Texas Retirement Specialists from the very beginning of our firm. Her leadership has helped our company grow from a tiny office to our current offices in both Ft. Worth and Dallas. Dauph oversees our administrative team which includes Client and Financial Strategist support. And when you experience top notch customer service at TRS, it's in large part because of Dauph's vision and leadership of this critical area of our company. She is responsible for the comfortable, homey atmosphere that our clients enjoy in our offices. Dauph also oversees the Texas Retirement Specialists' Annual Christmas Party, our annual thank you celebration for all of our clients. (You haven't seen a Christmas party until you come to ours!) Dauph leads our efforts in supporting charities and was recently 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 our seven grandchildren. She also enjoys knitting and baking, decorating and boating.
Britni Levensailor - Vice President-Financial Strategist:, Britni was the first employee of Texas Retirement Specialists. She is a licensed financial professional. As a Vice President at TRS, Britni works side-by-side with Jim Poe. Britni's exemplary attention to detail helps ensure that quality retirement and financial plans are assembled for our clients. Britni and her husband Lance are proud parents of a baby boy. Together they enjoy the company of their two dogs, traveling, dining with friends, and fishing.
Clint Lowery - Financial Strategist: Working from the Texas Retirement Specialists office in Dallas, Clint Lowery 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.
Carl Rawlings - Financial Strategist:Carl works with Texas Retirement Specialists clients in our Ft. Worth office. A licensed financial professional in Texas and California, Carl specializes in helping our clients achieve financial security in retirement. Carl enjoys developing close relationships with clients while working to help them attain both short and long term financial goals. Prior to joining TRS in 2004, Carl had a successful career in business. These career experiences combined with his success and track record as a financial professional, makes Carl a great asset to our clients and a valuable part of our team!
Paul Eckstein - Financial Strategist: Paul is the newest member of the 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 Ft Worth.
Monique Hoemberg - Chief Financial Officer: Monique, daughter #6, joined the TRS team about seven years ago. After receiving her Bachelor's Degree from the University of Texas at Arlington in 2007, she began her full time role here as Chief Financial Officer and Chief Information Officer. Monique's role at TRS is vital. 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 soccer, fishing, camping, and spending time with her four dogs.
Corrine Fancher - Senior Sales Assistant - Corrine joined the family business 4 years ago after working at CitiFinancial for 10 years. As Project Manager, she organizes all of the firm's educational workshops, client events, community events and her favorite, our Annual Client Christmas Party. You will always find Corrine with a smile on her face. Her sense of humor always keeps the office in a stitch. Outside of the office, Corrine stays busy with her husband of 9 years, Dallas, and their 4 year old daughter, Gracie, who is also a frequent guest on our radio program! In her spare time, she enjoys running, camping and family vacations.
- 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