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Steven G. Bosteder, J.D., LL.M., holds a Bachelor of Science degree in mathematics and received his law degree and his LL.M. in Taxation from Southern Methodist University Dedman School of Law. He has been in New York Life’s Advanced Services department since 2000, serving in both The Nautilus Group and The Advanced Planning Group. Steve is a member of the State Bar of Texas, the Dallas Bar Association, and the Dallas Estate Planning Council.

Alan Chew, J.D., CPA, holds a B.B.A. with Honors and a Masters in Professional Accounting from The University of Texas at Austin, and a Juris Doctor, graduating Cum Laude, from the Southern Methodist University. Alan had previously worked as a public auditor at the Dallas office of KPMG, as a senior tax accountant with a CPA firm in New Jersey, served as a law clerk to judges at the U.S. Merit Systems Protection Board in Dallas and in the legal department at the home office of J.C. Penney in Plano, Texas.

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