The Nautilus Group®

The Nautilus Group® is located in Dallas, TX and is staffed by an elite team of professionals experienced in law, taxation, accounting, business, insurance, finance and philanthropic planning. It is an exclusive resource accessible to Member Agents like Tom who work with affluent, high net worth and business owner clients.

The Nautilus Group® and Mathas Financial Group work together to provide a range of consultative services and technical case design in presenting estate, business, charitable, insurance and retirement strategies to their clients.

Working hand in hand with the Nautilus staff, Tom presents his clients with state-of-the-art planning strategies and customized case analyses designed to meet each person’s complex objectives.

The Nautilus Group® is a service of New York Life Insurance Company.

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