Gregory (Greg) Dahms

Financial Planner / Managing Associate

Domicile State: TX

As a Firefighter/Paramedic, and Flight Paramedic, I was proud to serve my community and to be a part of the great tradition of the Fire Service. After retiring from my public safety career, I continued my service to the community by focusing on safeguarding families’ financial security, increasing their wealth, and protecting their retirement assets.

I have been protecting the financial health of families since 2001.

My combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies, and insurance needs.

Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future income and assets with life insurance, disability income, or long-term care insurance protection, I promise a new level of attention, insight, and capability uncommon to the field.

I focus on getting to know each client so that I can understand their individual situation, needs, and what matters most to them. This makes it possible for me to recommend products and strategies able to meet their current, and more importantly, future needs.

I provide an analysis of your current financial situation and help you to: identify your financial goals and concerns, illustrate what is being done to reach your goals and deal with your concerns, identify gaps, if present, and offer solutions to help fill them.

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

  • Retirement analysis and investment programs
  • Life Insurance, Disability (paycheck protection), and Long-Term Care Strategies
  • Estate Strategies
  • Employee benefit and retention services
  • Business continuation strategies



LeTourneau University MBA
LeTourneau University BBA


Voice Calls Only 512-650-5454

Text or Voice Calls - 903-494-7319

Office Phone 903-591-6998, EXT. 104


Phone 903-591-6998, EXT. #104