About the DFW Retirement Planners Team
Located in Dallas and Fort Worth, Texas, DFW Retirement Planners is a family-focused firm committed to helping you manage your financial future. We specialize in addressing complex financial challenges for retirees and those planning for retirement. With two convenient locations, our team combines generations of expertise in finance, business, and insurance to provide tailored solutions for your money management needs.
Our Team
Britni Levensailor: Managing Partner & President
Britni is one of the Managing Partners and President of DFW Retirement Planners. A licensed financial professional, she also hosts the firm’s weekly radio show. In her role, Britni is deeply involved in working with clients to build customized retirement plans, ensuring that each plan aligns with their unique goals and financial needs. She is also dedicated to training and mentoring other financial professionals within the firm, helping to elevate the level of expertise and service across the team.
Throughout her career, Britni has earned numerous prestigious awards in recognition of her outstanding achievements, including: 2015 Gold Eagle Member, 2016 Broker’s International Award of Excellence, 2016 Top 5 Women’s Producer, 2017 F&G Power Producer Award, Ruby Elite 2018, Ruby Elite 2019, 2020 Broker’s International Women’s Elite Sapphire Award, 2021 Security Benefit Elite Advisor.
Known for her sharp attention to detail and exceptional product knowledge, Britni ensures that each retirement plan is meticulously crafted to meet the unique needs of every client.
Britni and her husband, Lance, are the proud parents of their two sons. In their free time, they enjoy traveling, dining with friends, and fishing. Britni also coaches her son’s soccer team, demonstrating her commitment to family and community.
Monique Levensailor: Managing Partner & Chief Operating Officer
Monique is one of two Managing Partners at DFW Retirement Planners, where she plays a pivotal role in shaping the strategic direction and overseeing the firm’s operations. As Chief Operating Officer, she leads the firm’s accounting and bookkeeping functions, manages the back-office team, and ensures operational efficiency and alignment with the firm’s long-term goals.
Monique’s expertise and experience in the financial services sector, which she has been a part of since 2005, provide her with the insight necessary to drive the company’s success. As Managing Partner, she works collaboratively with her fellow partner to guide the firm’s growth and maintain a strong culture of integrity, faith, and service.
Monique’s leadership is rooted in the values of honesty and dedication, which she also applies to her personal life. Alongside her husband, Stephen, she is the proud parent of their children. Outside of work, Monique enjoys managing a small business with Stephen, as well as spending time fishing and traveling with her family.
Gary M. Goeppinger, CRPC®
Gary Goeppinger is a registered Investment Advisor Representative at DFW Retirement Planners with over a decade of experience in retirement and wealth management. Holding the Chartered Retirement Planning Counselor (CRPC®) designation since 2012, Gary specializes in creating comprehensive retirement plans and managing personal and retirement accounts. He is also a licensed insurance and annuities agent and a licensed Texas realtor®, bringing a broad range of expertise to help clients achieve financial security.
Gary is dedicated to helping clients build and protect their wealth as they approach retirement. He focuses on safe money strategies that ensure financial security, and he takes pride in guiding clients through their unique financial challenges with clarity and understanding.
A fifth-generation Texan and member of the Sons of the Republic of Texas, Gary was born in Wyoming and raised in Oklahoma. Outside of work, he enjoys tutoring students for their Series 7, 65, and 66 exams, podcasting, and working on his golf game. Gary and his wife, Kim, enjoy RV weekends and spending time with their five children and 14 grandchildren.
Corrine Fancher – Senior Director of Client Services
Corrine Fancher brings over 20 years of experience in customer service, financial services, and management to her role as Senior Director of Client Services at DFW Retirement Planners. Known for her attention to detail and commitment to client satisfaction, she excels in managing complex client needs and ensuring a smooth retirement journey.
Corrine’s strong organizational and multitasking skills make her an invaluable team member. She assists clients with RMDs, distributions, account forms, and more, while also training new staff to uphold the firm’s high standards. Her client-focused approach, built on years of financial experience, ensures efficient, compassionate service and long-term relationships.
Outside of work, Corrine enjoys cheering on her two children at soccer and volleyball games. She also loves running, traveling, and spending time with her two dogs, balancing family, fitness, and adventure.
Daniella Savoie- Director of Client Services
Daniella Savoie is a seasoned professional with over 25 years of experience in client services, management, finance, and business leadership. Her background spans branch operations, sales, and service, where she has honed her skills in improving productivity, streamlining processes, and building strong client relationships. Daniella excels at understanding client needs and delivering tailored solutions, with a focus on fostering trust and establishing long-term partnerships.
As Director of Client Services, Daniella brings a wealth of knowledge and a proven track record of exceeding client expectations while supporting the firm’s mission.
Outside of work, Daniella enjoys spending time with her husband of over 20 years and their twins. She is an active supporter of her children’s sports, attending her son’s football games and cheering on her daughter in volleyball, soccer, and softball. In her free time, Daniella enjoys traveling, cooking, baking, shopping, crafting, and spending time with family and friends.
Shannon Flinn- Receptionist
Shannon Flinn is the Receptionist at DFW Retirement Planners, bringing over 20 years of customer service experience to the team. She began as a data entry employee and has since been promoted to her current role, where she collaborates closely with the Client Services team to manage client paperwork, schedule appointments, and handle customer service requests for both our Fort Worth and Dallas offices.
Outside of work, Shannon enjoys spending time outdoors with her grandsons. She and her husband, Aldric, also cherish family gatherings and outdoor adventures with their two sons and two daughters.
Shannon’s dedication to excellent customer service and her warm, approachable nature make her a vital part of the team, ensuring clients feel welcomed and well cared for from the moment they contact us.