Deborah L. O'Neil, JD, LL.M., CFP®, CLU
Debbie joined Assured Equity in 2012 as Vice President and is also Vice President and Board Member of Donohue Feiman Retirement Plan Services, LLC..* Debbie works with individuals and business owners to help them identify and implement strategies to help them reach their financial and estate planning goals, business succession and charitable planning options. Debbie started working directly with her own clients in 2010 after designing and implementing plans on behalf of financial professionals and clients for eighteen years as the leader of the design and planning organizations of AXA Equitable Life Insurance Company (AXA Equitable).
Debbie joined the financial industry in 1993 after serving eight years in the United States Air Force. Debbie received her Bachelor of Science in Business Management from the University of Maryland, European Division in 1990 in Heidelberg, Germany. She received her Juris Doctor and Masters of Law in Taxation from the University of Denver, College of Law in 1994 and 2014, respectively. Debbie also received her CERTIFIED FINANCIAL PROFESSIONAL™ professional (CFP®) certification** and a Chartered Life Underwriter (CLU).
Debbie has spoken at various national conferences on topics ranging from estate planning, business succession, wealth transfer and charitable planning and has been published and quoted in numerous publications.
Debbie is a member of the American Bar Association (ABA), Association of Advanced Life Underwriters (AALU), Financial Planning Associaton (FPA), Michigan Bar Association, Colorado Bar Association, Denver Bar Association, Society of Financial Service Profession (SFSP), and the Women's Estate Planning Council. Debbie is also a member of the Board of the Colorado Women's Bar Association, and the Board of Trustees of the CO-WY Chapter of the National MS Society.
Debbie and her husband, Shawn, reside in Denver, Colorado.
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*The services of Donohue Feiman Retirement Plan Services, Inc. are not offered by or administered through -- and all Donohue Feiman Retirement Plan Services, Inc. business is conducted entirely outside of and away from -- AXA Advisors, AXA Network and their affiliates. All AXA Advisors and AXA Network business is conducted under the d/b/a name of Assured Equity Management Corporation. Neither Donohue Feiman nor Assured Equity Management Corporation is owned by, operated by or affiliated with AXA Advisors or AXA Network.
**CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
California Insurance License #0H61051