James E. Poe brings a wealth of knowledge gained through more than three and a half decades of leadership experience within the financial services sector. His current role is Chairman and founder of Senior Retirement Planners, LLC.  Jim held senior-level executive positions at several Fortune 500 financial services companies before establishing Senior Retirement Planners, and he is a well-recognized expert within the financial services industry.

Jim’s company, Senior Retirement Planners, LLC, is dedicated to serving and educating those who are planning for or already enjoying retirement.  Drawing upon his extensive industry experience and the desire to teach others what he has learned over the years, Jim helps his clients increase income, grow their assets, reduce taxes, and avoid mistakes made by many retirees.  Jim holds a Masters Degree in Financial Services (MSFS) and is a Board Certified Estate Planner.

Jim and his wife live in Fort Worth, Texas.  Family and faith are the foundations of his practice.  He is in demand as an advisor because of his honesty, integrity, and commitment to client satisfaction.