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.
Connor Nutt
With a passion for helping families and businesses achieve their financial goals, Connor brings years of experience in financial planning and investment management to Maus & Associates. Connor’s approach is centered on building personalized and comprehensive financial strategies and tailored investment solutions that align with each client's unique needs and aspirations.
Connor focuses on working with young professionals, teachers, pre-retirees, and business owners. By understanding the unique challenges and opportunities each group faces, he helps them navigate the complexities of financial planning to achieve their long-term goals.
Growing up in Flower Mound, Texas, Connor learned the value of hard work and dedication from his parents, who are lifelong teachers. Their commitment to education instilled in him a passion for empowering others with financial knowledge. His goal is to build long-term relationships with clients, founded on trust, transparency, and mutual respect.
As a DFW Native and Texas A&M graduate, Connor has a deep love for the Aggies, the Cowboys, and all North Texas sports teams. Outside of work, he enjoys traveling, golfing, and spending quality time with his wife, Morgan. These activities help him maintain a balanced and fulfilling life, and they fuel his passion for helping clients achieve their dreams.
Connor has dedicated his professional life to providing clients and their team of advisors with the clarity and direction needed to identify and pursue their ideal financial opportunities.
James “Ty” Montague
James Montague, known as Ty, is a dedicated professional in the life insurance industry, working with Maus and Associates. He excels in providing financial security to families and helping business owners achieve growth and stability.
Ty is a multi-generational agent in the industry. His father, William Montague (Bill), spent 45 years with New York Life.
Ty is passionate about starting his own legacy and helping others build theirs. He specializes in tailored solutions, focusing on risk assessment, policy management, and customer relations. Ty is known for fostering long-term client relationships and delivering exceptional service.
Outside of work, Ty is an avid Dallas Mavericks fan and enjoys playing basketball as well as gaming. He lives in Dallas with his wife, Lacey, and their three sons, Jameson, Tripp and Cash. Ty coaches the Raptors, his sons' soccer team, and serves as the financial chair on the PTA board at Jameson's school, Luna Elementary.
Ty is excited to continue contributing to Maus and Associates, aiming to drive success and innovation in the life insurance industry.
Paris “Lexie” Spalding
Paris Spalding, or “Lexie” as her clients, friends, and colleagues call her, is a dedicated registered representative with New York Life and brings with her strong educational foundation from Baylor University. With a passion for client-focused financial solutions, Lexie excels in leveraging a comprehensive understanding of the financial landscape and is committed to helping clients achieve their financial goals with confidence. Outside of work, she enjoys spending time with her family, friends, dog, and rooting for the Astros.
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!
|
