Meet Our Team
Steve Maus, MSFS, CLU®, CAP®
Steve Maus has been serving high net worth clients in the financial services profession since 1977, specializing in business succession, family wealth transfer strategies, executive benefits, and charitable giving plans.
Steve works with his clients to help them understand their current situations – looking at both strengths and weaknesses – and identify roadblocks so they can develop strategies to overcome them. As part of this process, he reviews all of the financial and legal tools and techniques available, using proprietary resources available to him and his team.
Steve’s goal is to provide each client with a well-coordinated, holistic estate plan that is thoroughly communicated to the client’s family, business associates, and other advisors –resulting in asset retention and growth, increased family harmony, and the realization of the client’s dreams.
“Over the past 40 years, I have worked with clients to help them achieve their visions. I’ve found that most high net worth people have done some financial and estate planning, but many of them still lack confidence, and therefore are not enjoying life as much as they could.”
Professional Affiliations
- Dallas Estate Planning Council
- American Society of CLU® & ChFC®
- New York Life's Chairman's Council (2017)^
- New York Life Agents Reinsurance Company
- Association of Advanced Life Underwriters (AALU)
- National Association of Insurance and Financial Advisors (NAIFA)
- Lifetime Member of The Million Dollar Round Table*
- Top of the Table (MDRT)*
Community Affiliations
- Past President of the Dallas Estate Planning Council
- Collin County College Foundation Board of Directors (2014)
- Past President of the Dallas Executives Association
- Dallas Ecological Foundation Board of Directors (2014)
- Lovers Lane UMC Foundation
Professional Speaking
Steve lectures nationally and internationally for industry and professional groups on a variety of estate planning, family business succession, and executive compensation topics and strategies.
Education
He received a BBA in Marketing from North Texas State University, an MBA in Finance from St. Mary's University, and a Master of Science in Financial Services from the American College in Bryn Mawr, Pennsylvania.
Personal Life
- Dallas Thomas Jefferson High School
- Eagle Scout
- U.S. Air Force - Pilot - 1970-75; C-130. Served in Vietnam, S.E. Asia, Europe, and the Middle East
- Lifetime Outdoors; Fishing, Hunting, Skiing, Camping, backcountry flying
Rich Maus, LUTCF, CAP®
Rich Maus works with closely held business owners and successful professionals, specializing in business succession, family wealth transfer, executive benefits, and retirement planning.
A third-generation agent with New York Life, Rich spent two years working for the Wealth Management Services group at Texas Capital Bank in Dallas prior to joining New York Life in 2005.
Strategic Alliances
Rich is a Member of The Nautilus Group® and is affiliated as an investment adviser representative for Eagle Strategies LLC, a registered investment advisor.
Education
He has a BBA with a concentration in finance from Texas A&M University, and also earned the LUTCF and CAP designations from the American College.
Professional Affiliations
- New York Life’s Agent's Advisory Council – Dallas General Office (2014)
- New York Life's Chairman’s Council (2020)^
- National Association of Insurance and Financial Advisors (NAIFA)
- The Million Dollar Round Table – Top of the Table* 2020
Community Affiliations
- Executive Committee, Dallas Estate Planning Council
- Advisory Board Member, Communities Foundation of Texas
- Past Chairman, Lovers Lane Methodist Church Foundation
Personal Life
Rich met his wife, Abbey, at Lovers Lane Methodist Church, where they still remain active. They have two children and love to spend their time around family. They also enjoy traveling (especially to wine country), trying local cuisines, skiing, hiking, boating, and staying active. Rich is a Dallas native and is proud to raise his family in the same community that he grew up in.
Matt Davis
Thomas Matthew Davis, or Matt as his clients, friends, and colleagues call him, is a financial advisor with Eagle Strategies and New York Life. Matt describes his business and how he works with clients as such: “Life is a journey that we are constantly planning out. I work with both small business owners and families who spend their days working hard to provide for their families. My job is to help them create a roadmap for their financial future while building a relationship to help them navigate any financial hurdles they need to overcome. I love what I do and I love the satisfaction of seeing clients breathe a sigh of relief that they have a financial roadmap for their future.”
Matt was born in Dallas, TX but only lived there until he was one year old. It took him almost 21 years to get back! Matt grew up in Atlanta, GA and Waco, TX where he attended Baylor University. Matt worked his way through school at a stock brokerage and insurance agency in Waco. It was there he got a taste for working with clients to help them meet their financial needs. After a short detour that led to him meeting his amazing wife Julie, Matt re-entered the financial fields in 2012 and has never looked back. Since that time Matt has been a Council member^ with New York Life 5 times, with the last 4 years being consecutive. He has also been a member of MDRT* for the years of 2017, 2018, and 2019. Last year Matt was nominated and voted onto the board of the Dallas Estate Planning Council.
Matt’s biggest hope for all of his clients is that they are able to live their life to the very fullest doing the things they love to do. “If I can help a client get organized and have confidence in their financial future so they can pursue their dreams, then my hope is this will free up their precious and valuable time to live that full life.”
Affiliations
- Dallas Estate Planning Council (DEPC)
- Member of The Million Dollar Round Table* (2018-2021)
- Toastmasters International
Personal
In his personal time Matt loves to spend time with his wife of 13 years, Julie. They both love trips to the beach and are constantly looking for new opportunities to see new sites. Matt is a voracious reader who, of course, loves novels, but finds most of his time now spent in personal development books and articles. His biggest guilty pleasure is a love of video games! Matt is also very passionate about supporting autism research and learning more about how autism affects families in the USA.
Tina Parker, ACS, AIAA
Tina is the Business and Operations Manager for the firm, responsible for smooth operation of the day-to-day business and assuring that clients get what they need, when they need it. She has over 41 years of experience in the areas of process management, customer service, benefits and insurance. Tina manages the underwriting and service processes for clients, and supervises all administrative operations within the firm. In addition, she provides dynamic cross-functional support with our resource partners, Eagle Strategies LLC, and ensures that all compliance procedures are being implemented.
Marsha Meraz
Marsha has spent a little over half a decade working in the insurance field specifically with Maus and Associates. She has over 20 years of customer service experience she brings with her from her background working with all types of people. She manages client scheduling, client service, as well as handling underwriting for the team. She is an invaluable asset for our team and does a tremendous job with our clients.
Marsha lives in Frisco with her three amazing children. Her primary time spent away from work is supporting her children in their various endeavors. They are a big softball family with one daughter playing in college and another beginning her career. You can find Marsha at a softball field on almost any given weekend!
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