TDA MEMBER INSURE - Key Persons
Job Titles:
- Associate
- CFP® Is the President and Founder of Wealth Strategies, Inc
Becky has been providing comprehensive financial coaching to Dentists, Dental specialists and other individuals for the past 19 years.
She offers a wide array of services, including financial coaching and educational seminars. She is a member of the Society of Financial Service Professionals.
She is a native Texan, has three children, four grandchildren, and enjoys golf, boating and traveling.
Becky is an Associate with the TDA Financial Services Insurance Program.
Blaine Dahl is a graduate of Texas A&M University and holds a Bachelor of Science degree in Biomedical Science. Originally intending to go into the medical field, Blaine shifted his focus to business and finance in his last year at Texas A&M.
Upon graduation in 2010, Blaine moved to Houston where he began his career assisting individuals and small businesses with risk management planning.
In 2012, Blaine began focusing his efforts on working with dental professionals and in 2014 he officially joined Kory Pippin as one of the Houston Area Associates of the TDA Financial Services Insurance Program.
Blaine strives to educate dentists on the need for insurance and the various programs available. These programs include health insurance, disability income protection, life insurance and long term care planning. Blaine specializes in helping dentists and specialists protect and plan their financial futures.
Blaine lives in the Houston Galleria area. He enjoys spending time with friends and family, most of which is spent outdoors either out on the ranch or on the water as he is an avid hunter, rancher, and water sports enthusiast.
Greg Reed, CFP ® , CFS, CLU ® , MBA has been in the financial services business since 1997. Greg works to understand the unique needs of each dental student, dentist and dental specialist with whom he works to design an appropriate life and disability program. He specializes in making complex insurance products more understandable. Greg also assists clients as they progress through their career and encounter new and increased risks.
Greg is a Texas Native and lives with his wife and two children in Allen.
Job Titles:
- Executive Vice President Personal Insurance
Whether you are new to practice, in the prime of your career or getting ready to retire, Kory will work to customize a solution to help meet your goals.
Through the TDA Financial Services Insurance Program, Kory strives to educate dentists on the need for term and whole life, disability, long term care and dental malpractice insurance.
Kory is a graduate of the University of North Texas with a BBA in Finance and a CERTIFIED FINANCIAL PLANNER™ professional.
Job Titles:
- Account Manager Personal Insurance
Miles Sawyer-Wicker started out from a young age with an interest in investing and capital markets. After graduating from Aledo High School, he attended the University of Texas at Austin and obtained two degrees in Finance and Economics.
Since graduating, Miles has developed a practice to help business owners and baby boomers grow and protect their assets. In 2015 Miles obtained the Certified Financial Planner designation, which further benefits him to plan his clients' futures.
He has obtained numerous company and industry awards, including the Centurion award since 2014, and Million Dollar Round Table.
Outside of work Miles enjoys playing golf and recreational volleyball in the Fort Worth Club league.