skip to main content
Main Menu
Maus & Associates Logo Color
  • 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

Our Founder

Steve headshot

Steve Maus

MSFS, CLU®, CAP®

Partner

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.”

Personal 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)*

*Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

**Council is an annual New York Life recognition program based on agent production from July 1 - June 30.

Professional Affiliations

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.

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

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

Steve personal photos
comments icon

Contact Us

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

M&A watermark
location icon

Visit Us

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
Maus & Associates Logo Color
  • 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

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices