Thomas Matt Davis

Experience

1. Associate

   Maus And Associates

   Feb 2013 — Present

   At Maus and Associates, we specialize in helping successful people align their wealth with their values and goals. We partner with high-net-worth families, executives, and business owners to help them protect everything they’ve worked for as they build a life of meaning and impact. Our clients are civic-minded and care about their families and employees. They’re generous, prudent individuals, and they appreciate the guidance and expertise of a professional on their financial journey. Our role is to help them create a comprehensive plan that gives them peace of mind that their wealth is protected and they’re effectively positioned for a rewarding future. Our firm delivers more than four decades of planning expertise, and one of our founders was also a founding member of The Nautilus Group®, an exclusive resource for New York Life agents. The Nautilus Group® is composed of elite professionals who specialize in planning for affluent families and business owners, and through our alliance with them, we provide comprehensive strategies for even the most complex cases. We’re passionate about facilitating growth in our clients and community by building strong relationships with those we serve. We partner for the lifetime of our clients’ wealth journeys, and our aim is to be present and active in their financial worlds for generations to come-Maus and Associates nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Maus and Associates is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 2711 Hibernia Street, Dallas, TX 75••••••••39.

Skills

• Business Succession Planning
• Asset Protection
• Retirement
• Annuity Sales
• Wealth Preservation Planning
• Key Person Protection
• Small Business
• Protection Planning/Family Security
• 401(K) Rollovers