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About Our Team

Based in Dallas and Ft. 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 President

(817) 569-7600

[email protected]

Dauphinais, President of DFWRP, has led 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....

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Britni L Levensailor

Vice President & Financial Professional

(817) 569-7600

Britni is Vice President of DFWRP, 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...

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Monique Levensailor

Vice President of Finances & CFO

(817) 569-7600

Monique has been the Vice President of Finances, Chief Financial Officer, and a valuable member of the management team at DFW Retirement Planners since 2005. She attended undergraduate school at University of Texas at Arlington. She...

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Betty Lynch

Financial Professional

(817) 569-7600

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...

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Alan Maples

Financial Advisor

(817) 569-7600

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...

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Ryan McDonald

Financial Advisor

(817) 569-7600

Ryan McDonald has been a Financial Planner in North Texas for over 21 years. He has handled all of aspects of the business, from full service Financial Planning, Retirement Planning, Compliance, Principal, and training new Planners in...

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Corrine Fancher

Senior Director of Client Services

(817) 569-7600

As Senior Director of Client Services, Corrine oversees licensing, new client paperwork, processing new accounts and client requests for all DFWRP clients. She has been a member of our team since 2009 and assists in training of all new...

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Daniella Savoie

Director of Client Services

(817) 569-7600

Daniella is our Director of Client Services at DFWRP. She handles client requests, client paperwork, and the processing of new accounts. She primarily services our Fort Worth office and clients but is always available to assist all our...

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Pilar Lopez

Client Event Coordinator

(817) 569-7600

Pilar joined our team as Client Event Coordinator in September of 2016. She plans not only dinner workshops for both the Fort Worth and Dallas offices but is also responsible in assisting Dauphinais with the annual Client Christmas...

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Nicole Barnett

Executive Assistant

(817) 569-7600

Nicole joins our team with over 25 years’ experience as an Executive Assistant. She will greet you with a smile every day and help get your questions answered in an efficient manner. Nicole enjoys spending time with her husband...

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Elena Hutchison

Office Administrator

(817) 569-7600

Elena joined our team as our Office Administrator in January of 2018. She handles scheduling appointments, customer service inquiries, directing phone calls, and assisting other team members as needed. She works at our Fort Worth ...

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