About Us

Steve Maus, MSFS, CLU®, CAP®, AEP®

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 Background

Steve is a Member of The Nautilus Group®, an exclusive resource for advanced estate and business planning that is available to a select number of professionals nationwide. He also is affiliated as an investment adviser representative for Eagle Strategies LLC, a registered investment adviser.

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.

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 America College in Bryn Mawr, Pennsylvania.

Professional Affiliations

  • 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)
  • The Million Dollar Round Table

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

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.

Professional Background

Rich is a Member of The Nautilus Group® and is affiliated as an investment adviser representative for Eagle Strategies LLC, a registered investment advisor.

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 (2017)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • The Million Dollar Round Table – Top of the Table
  • Board Member, Association of Advanced Life Underwriters (AALU)

Community Affiliations

  • Board of Governors, Dallas Estate Planning Council
  • Advisory Board Member, Communities Foundation of Texas
  • Past Chairman, Lovers Lane Methodist Church Foundation

The Nautilus Group® is a service of New York Life Insurance Company. Membership is limited exclusively to the company’s agents.

MDRT is recognized as the standard of excellence in life insurance sales performance.