6850 Austin Center Blvd, Suite 350 | Austin, TX 78731-3132 | Phone: 512.476.6392
Professional Staff
Collectively, the three principals of 
have more than 50 years of experience as life insurance professionals. Their insight and integrity have earned them long-standing, excellent reputations in the U.S. estate planning and insurance communities. Each of them operates in the top echelon of life insurance producers in the U.S. and participates as a member of the premier and largest U.S. life insurance producer group and buying consortium.
's experienced staff and case design specialists blend product and service needs seamlessly, utilizing their institutional memory, attention to detail, and breadth and depth of knowledge. This cohesion and combination reinforce the expertise that the partners devote to developing and presenting solutions for our clients.
 | William Waxman - Bio wwaxman@waxmancavner.com 512-476-3044 |  | J. Dennis Cavner - Bio dcavner@waxmancavner.com 512-476-3043 |
 | John Lawson - Bio jlawson@waxmancavner.com 512-477-9064 |  | Carol A. Birmingham - Bio cbirmingham@waxmancavner.com 512-476-3051 |
 | Judy A. Soslau - Bio jsoslau@waxmancavner.com 512-476-3033 |  | Marsha E. Davis - Bio mdavis@waxmancavner.com 512-476-6392 |
 | Philip W. Chang - Bio pchang@waxmancavner.com 512-682-1884 |  | JoAnn McKenzie - Bio jmckenzie@waxmancavner.com 512-682-1885 |
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc.
A Registered Broker Dealer and Investment Advisor, Member FINRA/SIPC
is independently owned and operated.
The principal place of business and the state of domicile for is:
6850 Austin Center Blvd., Suite 350
Austin, TX 78731-3132
512.476.6392
is a member of M Financial Group.
Please go to mfin.com/DisclosureStatement for further details regarding this relationship.