Gregory Dahms

Managing Associate / Registered Representative

Domicile State: TX
California Insurance License #: 1719550

During my career as a Firefighter/Paramedic, Flight Paramedic, and EMS Instructor, I took great pride in serving my community as a public servant. I chose to continue my tradition of service to the community by focusing on safeguarding families against financial health and well-being.

I have been serving the financial needs 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 or you’re simply looking for life, disability income, or long-term care insurance protection, I promise a new level of attention, insight, and capability.

I pride myself on getting to know each client so that I can understand their individual situation, needs, and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with 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

**Dahms, Gregory, domiciled, in TX, California Insurance Lic #1719550**

Phone 903-591-6998, EXT. #104