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Meet Matt


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Matt Davis

Partner

Thomas Matthew Davis, known as Matt to his clients, colleagues, and friends, is a financial advisor with Maus and Associates. He works closely with business owners and individuals who are focused on building, protecting, and confidently navigating their financial future.

Matt believes financial planning is not a one-time event, but an ongoing process that evolves alongside life’s changes. He helps clients create clear financial roadmaps while building long-term relationships that provide guidance and reassurance through both opportunities and challenges.

“Life is a journey we’re constantly planning,” Matt says. “My role is to help clients gain clarity and confidence in their financial decisions so they feel supported every step of the way. There’s nothing more rewarding than seeing clients feel organized, confident, and at ease about their future.”

Born in Dallas, Texas, Matt grew up in Atlanta, Georgia and Waco, Texas. He attended Baylor University, where he worked his way through school at Investors Brokerage of Texas. It was there that he discovered his passion for working directly with clients and helping them make informed financial decisions.

After a brief detour that led to meeting his wife, Julie, Matt returned to the financial services industry in 2012 and has remained dedicated to the profession ever since.

Family plays a central role in Matt’s life. He and Julie celebrate 20 years of marriage this year and enjoy spending time with family, including their ten nieces and nephews. Outside of work, Matt can often be found cooking on his Big Green Egg, hosting relaxed gatherings, or spending time at home with their cats, Chloe and Nala. These moments reinforce the values that guide his work—connection, balance, and intentional living.

Matt’s practice is built on thoughtful planning, meaningful relationships, and helping clients make decisions aligned with what matters most to them. His goal for every client is simple: to feel organized, confident, and free to focus on living a full life.

“If I can help a client gain confidence in their financial future,” Matt says, “I hope it frees up their time and energy to pursue the things they truly value.”

Matt has been a member of MDRT, the Dallas Estate Planning Council, and Toastmasters, and is currently active in ProVisors and NAIFA, where he collaborates with other professionals to better serve his clients.

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Office: (972) 774-2073
Fax: (214) 975-2156

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5005 LBJ Freeway, Suite 1125
Dallas, TX 75244

Disclosure

Richard Maus is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0I31011), CO, CT, DC, FL, KY, NE, NY, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Richard Maus is licensed and authorized to offer insurance in California, but Maus and Associates may not be. For additional information on California licensure status, please click here.

Richard Maus is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5005 Lyndon B Johnson Fwy Ste 1125, Dallas, TX, 75244, 214-423-2339. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DC, FL, GA, HI, IL, KS, KY, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, PA, SC, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Richard Maus is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, CO, DC, FL, GA, HI, IL, KS, KY, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, PA, SC, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Richard Maus is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Stephen Maus is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of Texas. No insurance business may be conducted outside the state referenced.

Thomas Davis is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, CO, FL, GA, ID, KS, LA, MI, NC, OK, OR, PA, TX, and WA. No insurance business may be conducted outside the states referenced.

Thomas Davis is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5005 Lyndon B Johnson Fwy Ste 1125, Dallas, TX, 75244, 972-890-3184. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, GA, ID, IL, IN, KS, LA, MI, MO, NC, NM, NY, OK, OR, PA, SC, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Thomas Davis is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, CA, CO, FL, GA, ID, IL, IN, KS, LA, MI, MO, NC, NM, NY, OK, OR, PA, SC, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Connor Nutt is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, CA (CA Insurance License #4042600), FL, GA, ID, IL, LA, MN, NC, NV, TN, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Connor Nutt is licensed and authorized to offer insurance in California, but Maus and Associates may not be. For additional information on California licensure status, please click here.

Connor Nutt is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5005 Lyndon B Johnson Fwy Ste 1125, Dallas, TX, 75244, 940-765-7726. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, CA, FL, GA, ID, NC, NV, TN, TX, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Connor Nutt is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AR, CA, FL, GA, ID, NC, NV, TN, TX, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Andrew Balettie is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4503846), CO, MD, TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Andrew Balettie is licensed and authorized to offer insurance in California, but Maus and Associates may not be. For additional information on California licensure status, please click here.

Andrew Balettie is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5005 Lyndon B Johnson Fwy Ste 1125, Dallas, TX, 75244, 972-454-9317. In this regard, this communication is strictly intended for individuals residing in the states of AR, CO, MD, MO, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Andrew Balettie is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, CO, MD, MO, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Maus and Associates is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Maus and Associates nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
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  • WHO WE ARE
    • Our Past, Present, & Future
    • Meet Our Team
    • Our Founder
    • Strategic Alliances
  • WHAT WE DO
    • Our Typical Clients
    • Our Holistic Process
    • Our Services
  • VIDEO LIBRARY
  • CLIENT LOGIN
    • NYL 360
    • eMoney
  • GET IN TOUCH

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