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 back in 2004. Her leadership has helped our company grow from a tiny office in Fort Worth to having two offices in both Fort Worth and Dallas.
Dauphinais oversees many things for our firm but her pride and joy are our Annual Client Appreciation Events. Her ability to pull off these amazing events are a huge asset to our team.
Dauph is responsible for the overseeing all aspects of the firm. She also leads our efforts in supporting charities in the metroplex. When she is not leading the team, Dauphinais enjoys spending time with her eleven grandchildren. She also loves movies, bowling, crafting, and attending 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.
Ramon Aguirre – Financial Advisor
Ramon joined the DFW Retirement Planners team in February 2020. He is a fully Licensed Professional with over 10 years of experience in financial services, financial planning, and wealth solutions. His mission in life is to leave things better than which he found them. Ramon seeks to leave a legacy of goodwill on this earth, and in doing so, encourages others to do the same. He co-creates financial plans for individuals and their families to navigate financial pitfalls and retirement, providing strategies grounded in sound financial principles that allow clients to lead a life of confidence, clarity, and balance.
Ramon grew up in Abilene, Texas, and received his bachelor’s degree in Finance from The University of Mary Hardin-Baylor where he played tennis collegiately. In his spare time, he enjoys playing tennis, golf, and watching movies at home with his wife, Kaylee.
Corrine Fancher – Director of Marketing
As Director of Marketing, Corrine oversees the marketing team here at DFWRP. She helps develop all aspects of our marketing plan, workshops, and client appreciation events. Corrine has been a member of our team since 2009 and assists in training of all new DFWRP team members. She also handles all contracting and vendor relationships of the firm.
Corrine has over 20 years of experience in customer service, financial services, and management fields. Her attention to detail, ability to multitask and customer service skills make her a perfect fit for the DFWRP team. When Corrine is not working, you will find her on the soccer fields or volleyball courts supporting her two kids: Gracie & Allen. She also likes running, camping, and exploring the outdoors.
Daniella Savoie – Director of Operations
Daniella is our Director of Operations at DFW Retirement Planners, she is truly a support role for the whole company. She assists in operations, new and existing client services, and case review with the sales team. She excels at providing exceptional client service and support. Building client relationships based on trust is a priority to her.
Daniella works out of our Fort Worth office but services both our Fort Worth and Dallas clients. She has over 22 years of experience in finance, management, operations, and coaching. Her prior management skills, attention to detail, customer first mentality, and her ability to adapt quickly have proved her to be a huge asset to our firm. Outside the office, Daniella stays busy with her twins, Colt and Abby, and her husband, Jacob, of more than 20 years. In her spare time, Daniella enjoys going to her children’s sporting events, traveling, cooking and crafts. She is also a member of the local FFA booster club.
Shannon Flinn – Receptionist
Shannon joined our team in August of 2021 as a data entry employee and has since been promoted to the Receptionist position. She has 20 plus years of customer service experience under her belt. She works closely with the Client Services team to assist with client paperwork, scheduling of client appointments and customer service requests. She works out of our Fort Worth office but is available to both our Fort Worth and Dallas clients.
While Shannon is not at work, she enjoys spending her time and making memories with her two grandbabies, Khai and Ace, outdoors. She and her husband, Aldric, have two sons and two daughters.
