About the DFW Retirement Planners Team
Based in Dallas and Fort Worth, Texas, DFW Retirement Planners was founded in 2004 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.
Our Team
The team at DFW Retirement Planners includes generations of knowledge and experience in the financial, business and insurance fields.
Dauphinais Poe: Co-Founder and CEO
Dauphinais, Co-Founder and CEO of DFW Retirement Planners, has helped lead the team from the very beginning of our firm in 2004. Her leadership has helped our company grow from a tiny office in Ft. Worth to having two offices in both Ft. Worth and Dallas.
Dauphinais oversees many departments within our firm and assists the staff when needed. Her pride and joy are our Annual Client Appreciation events for all our clients. Her ability to pull-off these amazing events off is a huge asset to our team.
Dauphinais also leads our efforts in supporting charities in the metroplex. When she is not leading her team, she and her new husband, Ted, enjoy spending their time with their eight grandchildren. She loves target shooting, movies, bowling, baking, crafting, and they both love to attend all the grandchildren’s various sporting events.
Britni Levensailor: President and Managing Partner
Britni is President and Managing Partner of DFW Retirement Planners, and was the first employee of DFW Retirement Planners back in 2004. She is a licensed financial professional and a host on our weekly radio show. Britni is also part of our Senior Planning Team and a valuable member of our management team.
During her time as a financial professional, Britni has earned several distinguished awards 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
Her exemplary attention to detail and exceptional product knowledge helps ensure that quality retirement plans are assembled for our clients. Britni and her husband, Lance, are proud parents of their two sons, Slade and Jax. Together they enjoy traveling, dining with friends, and fishing. In her spare time, she also coaches her son’s soccer team.
Monique Levensailor: Chief Operating Officer and Managing Partner
Monique has been a valuable member of the team at DFW Retirement Planners since 2005. She attended undergraduate school at University of Texas at Arlington. She graduated in 2007, earning a Bachelor of Business Administration with a degree in Management. She subsequently joined our management team.
As Chief Operating Officer and Managing Partner, Monique oversees the Operations side of the firm. She handles accounting and bookkeeping for many different companies, manages the back-office team and ensures that the team is running efficiently. Her wealth of knowledge in this field is what sets her apart. Monique has been in the financial services sector all her professional career beginning back in 2005. Monique’s family-based businesses rely heavily on faith, honesty, and integrity.
Monique and her husband, Stephen, are the proud parents of their daughter, Jade and son, Lucas. In her spare time, she runs a small business with her husband and enjoys fishing and traveling.
Betty Lynch – Financial Professional
Betty has been a member of our Fort Worth planning team since 2013. She is a true believer in, “The Golden Rule is the foundation of Ethics”. Betty identifies with the client’s investment objectives and is a true educator for clients.
Prior to joining DFW Retirement Planners, Betty had a very successful business in Health and Fitness for 32 years. She received her licensing through Baylor Sports Medicine Center.
As a licensed professional, her goal is to coach and educate families throughout the Metroplex in order to achieve a healthy retirement. Betty and family reside in Fort Worth. She enjoys working out, running and spending time with her three daughters and their grandchildren.
Gary M. Goeppinger, CRPC®
Gary comes to DFW Retirement Planners from Republic of Texas Capital Management in Granbury, TX. As a registered Investment Advisor Representative, he has held the Chartered Retirement Planning Counselor (CRPC®) designationsince 2012 and has worked extensively with personal and retirement accounts. He is also a licensed insurance and annuities agent and a licensed Texas realtor®.
Gary enjoys working with clients to help them build and protect their wealth in retirement, practice safe money strategies and he loves helping them understand and solve their financial challenges.
Although he was born in Wyoming and grew up in Oklahoma, Gary’s a fifth generation Texan and a member of the Sons of the Republic of Texas. In his spare time, Gary tutors students to help them pass their Series 7, 65 and 66 securities exams, struggles with his golf game, and enjoys podcasting, while he and his wife, Kim, enjoy spending restful weekends in their RV and try to keep up with 5 children and 14 grandchildren.
Corrine Fancher – Senior Director of Client Services
Corrine has over 20 years of experience in customer service, financial services, and management fields. Her ability to multitask, her attention to detail, and training new staff members makes her a perfect fit for the customer service role for the DFWRP team. She assists the clients with all their needs in RMD’s, distributions, forms, and so much more. She is a huge asset to the team.
When Corrine is not working, you will find her on the soccer fields or volleyball courts supporting her two children: Gracie and Allen. She also likes running, traveling, and spending time with her two dogs.
Jonathan Smith – Client Operations Representative
Jonathan Smith joined DFW Retirement Planners in January 2024 as one of our Client Services Professionals. He is a licensed financial professional with nearly a decade of experience in the financial services industry. His previous associations include positions held at Fidelity, State Farm, and TD Ameritrade. Jonathan handles a variety of responsibilities such as client paperwork, processing of new accounts and existing client requests. His goal is to provide the best client experience possible while helping clients navigate their financial journey. When not in the office, Jonathan enjoys pursuing other hobbies like playing a round of golf, building computers, fishing, and spending time with his nephews.