We are here to help you imagine, define, and achieve your family and business legacy
History
Assured Equity was founded in 1989 by Ed Feiman to serve the planning needs of closely held companies. Ed was renowned and highly experienced in fringe benefit and multi-generational planning across the country. Ed worked with business owners for more than 40 years assisting them in the transition of the business to either family members or key employees helping to ensure the longevity of the business after the founder was no longer involved. Ed also mastered the art of designing creative benefit plans for the founders, owners and the employees of the business creating opportunities to build personal wealth so each could continue to live their best life after leaving the business.
The Assured Equity Family
The Assured Equity family of companies include: AEM Properties, LLC, a family real estate company, and AEM Partners, LLC, dba Assured Equity, focused on providing consultative financial and insurance planning for businesses and individuals.
Meet Our Team
Assured Equity is a small group of dedicated associates devoted to customer service and meeting the needs of clients. We understand changing financial markets and offer individualized plans to help you meet your unique needs. We strive to exceed your expectations, listening to your concerns, and tailoring strategies specific to your financial, estate, business, and charitable goals.
SHANE FEIMAN
CFP®, ChFC, CLU
DEBORAH ONEIL
JD, LL.M., CFP®, AIF®, CLU
SEAN LORENZ
CFP®, ChFC, CLU
Shane Feiman, CFP®, ChFC, CLU
Shane is the President of Assured Equity Management, located in Denver, Colorado, and President and CEO of Donohue Feiman Retirement Plan Services, Inc., a pension administration company, both of which are located in Denver, Colorado.
Shane is a member of The Million Dollar Round Table and has qualified numerous times for both the Court and the Top of the Table. In 2003, he received his Chartered Life Underwriters (CLU) designation, his CERTIFIED FINANCIAL PLANNER™ professional (CFP®) certification, and Chartered Financial Consultant (ChFC) designation.
Additionally, Shane is a member of the Association for Advanced Life Underwriters (AALU) and the National Association of Insurance and Financial Advisors (NAIFA).
Shane is a graduate of Syracuse University. He, his wife Amy, and their two sons, Samuel and Maxwell, reside in Denver, Colorado.
Connect with Shane on LinkedIn.
Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor’s clients or former clients. All members must apply every year to continue their affiliation with the Million Dollar Round Table. Each MDRT status designation is granted for one year only. For details regarding qualifications for these memberships, please visit the following web site address: https://www.mdrt.org/join/member-requirements/# Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.
Additionally, Shane is a member of Finseca, formerly the Association for Advanced Life Underwriters (AALU) and the National Association of Insurance and Financial Advisors (NAIFA).
California Insurance License #0D03737
Joshua Feiman, REBC®
Josh joined Assured Equity in 2004 as Executive Vice President leading the organization with his brother, Shane. Josh focuses on providing clients with employee benefit plans tailored to fit each company’s specific goals. Prior to joining Assured Equity, Josh started his career with Cambridge Consulting Group, an employee benefits consulting company located in Troy, Michigan.
He has over 20 years of experience advising clients on their employee benefit programs. Josh is responsible for supervising the overall client experience: developing budgets, reviewing claims analytics, plan implementation, and oversight of account management.
Josh received the Registered Employee Benefit Consultant® (REBC®) designation from The National Association of Health Underwriters.
Josh attended the University of Wyoming, where he earned his Bachelors of Science in Finance.
Josh, his wife, Rachel, and their 4 children reside in Highlands Ranch, Colorado.
Connect with Josh on LinkedIn.
Deborah L. O’Neil, JD, LL.M., AIF®, 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 the company formerly known as AXA Equitable Life Insurance Company (AXA Equitable), which is now Equitable Advisors.
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 PLANNER™ professional (CFP®) certification*, her Accredited Investment Fiduciary (AIF®) designation and a Chartered Life Underwriter (CLU).
Debbie is a member of the American Bar Association (ABA), Finseca, formerly the Association of Advanced Life Underwriters (AALU), Financial Planning Association (FPA), Michigan Bar Association, Colorado Bar Association, Denver Bar Association, Society of Financial Service Professionals (SFSP), and the Women’s Estate Planning Council.
Debbie and her husband, Shawn, reside in Avon, Colorado.
California Insurance License #0H61051
Connect with Debbie on LinkedIn.
Sean Lorenz, CFP®, ChFC, CLU
Sean joined Assured Equity as a member in 2018 with a role as Director of Planning for Closely Held Businesses. Sean works alongside business owners and their executive teams on their estate and financial goals relating to business succession, group benefits, and retirement planning. Sean began his career in 2014 with the company formerly known as AXA Advisors, which is now Equitable Advisors, after playing a year of professional hockey in the Minnesota Wild system.
Sean attended the University of Notre Dame, where he earned his Bachelors of Science in Finance in 2012. During his four years at Notre Dame, he was a member of the varsity hockey team and was a team captain in his final year. Sean continues to be involved with the Monogram Club and the Alumni Association.
Sean resides in Highlands Ranch, Colorado.
California Insurance License #0M81092
Connect with Sean on LinkedIn.
SHANE FEIMAN
CFP®, ChFC, CLU
Shane Feiman, CFP®, ChFC, CLU
Shane is the President of Assured Equity Management, located in Denver, Colorado, and President and CEO of Donohue Feiman Retirement Plan Services, Inc., a pension administration company, both of which are located in Denver, Colorado.
Shane is a member of The Million Dollar Round Table and has qualified numerous times for both the Court and the Top of the Table. In 2003, he received his Chartered Life Underwriters (CLU) designation, his CERTIFIED FINANCIAL PLANNER™ professional (CFP®) certification, and Chartered Financial Consultant (ChFC) designation.
Additionally, Shane is a member of the Association for Advanced Life Underwriters (AALU) and the National Association of Insurance and Financial Advisors (NAIFA).
Shane is a graduate of Syracuse University. He, his wife Amy, and their two sons, Samuel and Maxwell, reside in Denver, Colorado.
Connect with Shane on LinkedIn.
Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor’s clients or former clients. All members must apply every year to continue their affiliation with the Million Dollar Round Table. Each MDRT status designation is granted for one year only. For details regarding qualifications for these memberships, please visit the following web site address: https://www.mdrt.org/join/member-requirements/# Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.
Additionally, Shane is a member of Finseca, formerly the Association for Advanced Life Underwriters (AALU) and the National Association of Insurance and Financial Advisors (NAIFA).
California Insurance License #0D03737
Joshua Feiman, REBC®
Josh joined Assured Equity in 2004 as Executive Vice President leading the organization with his brother, Shane. Josh focuses on providing clients with employee benefit plans tailored to fit each company’s specific goals. Prior to joining Assured Equity, Josh started his career with Cambridge Consulting Group, an employee benefits consulting company located in Troy, Michigan.
He has over 20 years of experience advising clients on their employee benefit programs. Josh is responsible for supervising the overall client experience: developing budgets, reviewing claims analytics, plan implementation, and oversight of account management.
Josh received the Registered Employee Benefit Consultant® (REBC®) designation from The National Association of Health Underwriters.
Josh attended the University of Wyoming, where he earned his Bachelors of Science in Finance.
Josh, his wife, Rachel, and their 4 children reside in Highlands Ranch, Colorado.
Connect with Josh on LinkedIn.
DEBORAH ONEIL
JD, LL.M., CFP®, AIF®, CLU
Deborah L. O’Neil, JD, LL.M., AIF®, 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 the company formerly known as AXA Equitable Life Insurance Company (AXA Equitable), which is now Equitable Advisors.
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 PLANNER™ professional (CFP®) certification*, her Accredited Investment Fiduciary (AIF®) designation and a Chartered Life Underwriter (CLU).
Debbie is a member of the American Bar Association (ABA), Finseca, formerly the Association of Advanced Life Underwriters (AALU), Financial Planning Association (FPA), Michigan Bar Association, Colorado Bar Association, Denver Bar Association, Society of Financial Service Professionals (SFSP), and the Women’s Estate Planning Council.
Debbie and her husband, Shawn, reside in Avon, Colorado.
California Insurance License #0H61051
Connect with Debbie on LinkedIn.
SEAN LORENZ
CFP®, ChFC, CLU
Sean Lorenz, CFP®, ChFC, CLU
Sean joined Assured Equity as a member in 2018 with a role as Director of Planning for Closely Held Businesses. Sean works alongside business owners and their executive teams on their estate and financial goals relating to business succession, group benefits, and retirement planning. Sean began his career in 2014 with the company formerly known as AXA Advisors, which is now Equitable Advisors, after playing a year of professional hockey in the Minnesota Wild system.
Sean attended the University of Notre Dame, where he earned his Bachelors of Science in Finance in 2012. During his four years at Notre Dame, he was a member of the varsity hockey team and was a team captain in his final year. Sean continues to be involved with the Monogram Club and the Alumni Association.
Sean resides in Highlands Ranch, Colorado.
California Insurance License #0M81092
Connect with Sean on LinkedIn.
1800 Glenarm Pl, #900
Denver, CO 80202
Phone: 303-892-5701
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. AEM Partners, LLC dba Assured Equity is independently owned and operated. AEM Partners, LLC dba Assured Equity is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
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