About Us

It takes a great deal of work to become a success.

We are a family-owned, Denver-based financial services firm founded in 1989 dedicated to guiding other family-owned and private companies toward multigenerational financial independence.

We work with companies and clients nationally.

We know how much work it takes to be successful and we understand your often complex problems dealing with taxes, executive and employee benefits, estate planning, and business transitioning. In our family-owned company, we have dealt with many of those issues ourselves.

The Assured Equity Family

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, paying attention to your concerns and tailoring strategies specific to your financial goals.

The Assured Equity Family also includes Donohue Feiman Retirement Plan Services*, experienced in designing comprehensive, customized employee benefit plans and administration and AEM Benefits, focused on designing competitive employee group benefit plans.

History

Assured Equity was founded by Ed Feiman in 1989 to serve the planning needs of privately-owned 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.

Assured Equity is now led by his two sons, Shane and Josh Feiman who continue his legacy.

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 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. Additionally, Shane is a member of the American Society of Pension Actuaries (ASPA), the Association for Advanced Life Underwriters (AALU), and the National Association of Insurance and Financial Advisors (NAIFA). In 2003, he received his Chartered Life Underwriters (CLU) designation, his CERTIFIED FINANCIAL PLANNER™ professional (CFP®) certification**, and Chartered Financial Consultant (ChFC) designation.

Shane is a graduate of Syracuse University. He, his wife Amy, and their two sons, Samuel and Maxwell, reside in Denver, Colorado.

California Insurance License #0D03737

Connect with Shane on LinkedIn

Please see full financial professional disclosure at the bottom of this page

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 companies 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 in 1999. He continues to be active with the University as an active member with the Cowboy Joe Club and Alumni Association.

Josh, his wife Rachel and their 4 children reside in Highlands Ranch, Colorado.

Please see full financial professional disclosure at the bottom of this page

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 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 PLANNER™ professional (CFP®) certification** and a Chartered Life Underwriter (CLU).

Debbie has spoken at various national conferences on topics including estate planning, business succession, wealth transfer and charitable planning and has been published and quoted in numerous publications.

Deborah ONeil

Debbie is a member of the American Bar Association (ABA), 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 is also a member of the Board of Trustees of the CO-WY Chapter of the National MS Society.

Debbie and her husband, Shawn, reside in Denver, Colorado.

California Insurance License #0H61051

Connect with Debbie on LinkedIn

Please see full financial professional disclosure at the bottom of this page

Daniel F. Megnin, M.A.

Dan is the Vice President of Wealth Management at Assured Equity Management, concentrating his practice in all areas of personal and professional wealth management and investments. He attended Syracuse University, obtaining a Bachelor's of Arts in International Studies and German in 1992. After graduating, he continued his studies in the areas of International Economics and Policy Analysis at the University of Denver where he received a fellowship from the Josef Korbel School, completing his Masters of Arts degree in 1995. Since then, Dan has focused on working with business owners, non-profit organizations, professionals, educators, and high net worth families to help them as they work together to accumulate and maintain their net worth.

Dan's investment advisory work focuses on tax-sheltered and qualified retirement accounts by integrating each client's personal goals and values into their portfolio management strategy. He is a member of both the Sterling and Retirement Benefits Groups, both divisions of AXA Advisors, LLC. Dan has been recognized within AXA Advisors, as well as within the financial services field, in 2004-2008 and 2010 to current day. In 2014, Dan was honored with induction into the AXA/Equitable Hall of Fame.

Dan resides with his wife, Katie, and sons Heath and Seth in Cherry Hills Village, Colorado.

Please see full financial professional disclosure at the bottom of this page

Sean Lorenz

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 AXA 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, CO

California Insurance Licencse #OM81092

Connect with Sean on LinkedIn

Please see full financial professional disclosure at the bottom of this page

Eric Apodaca

Eric joined Assured Equity in April of 2014 to help manage and grow the group employee benefits division. His energy is focused on working with business owners to design, implement and maintain an employee benefit welfare plan that provides each unique business a tool to attract and retain the desired talent.

Eric is thankful for the many experiences and relationships that have been accumulated over time in his role with Assured Equity. He is motivated by giving back to those within reach and finding others who he can help. He is an active member of the AGC of Colorado and a Professional Development Group co-chair for the Mile High Society for Human Resource Management.

When Eric is not actively working with his clients he can be found rooting for a Colorado sports team, coaching in his local community, or traveling to a beach with those who matter most. Eric, his wife Hannah, and their children Mason, Ava and Brooklyn currently call Highlands Ranch home.

Connect with Eric on LinkedIn

Eric Apodaca is not registered with AXA Advisors, LLC, is not an agent of AXA Network, and is not an employee of AXA Equitable Life Insurance Company (AXA Equitable).  Any products and services that Mr. Apodaca makes available to his clients are offered entirely outside of AXA Advisors and AXA Network, regardless of his association with, and regardless of whether such offerings are made under, the Assured Equity Management name. 

Stephen Cutillo

Steve began his career in 2012 with AXA Advisors, Northern California Honolulu branch. His business’ primary focus was helping Department of Education employees plan for a comfortable retirement. As his practice grew, Steve developed a passion for helping family owned businesses prosper.

After joining the Assured Equity Management team in 2014 he gained the high level of support he needed to help business owners enhance their personal financial and estate plans, create employee benefit packages that attract and retain the best employees and succession planning that helps ensure a smooth transition of business ownership. When Steve is not working with clients or racing outrigger canoes, he can be found sharing his time in the Maui community. Steve coaches youth paddling and volunteers for numerous civic groups, like Maui County Rotary Club.

Connect with Stephen on Linkedin.

Please see full financial professional disclosure at the bottom of this page

About AXA Advisors

Assured Equity Management Corporation is recognized as a Platinum Firm by the Paramount Planning Group (PPG), which is a division of AXA Advisors, LLC, a premier U.S. provider of financial services. 

Members of the AXA Advisors' Paramount Planning Group are distinguished, innovative, and respected financial professionals who are highly experienced at addressing the needs of individuals, families and business owners by providing wealth protection, asset allocation, financial and estate planning strategies through a comprehensive range of top-quality investment and financial products from leading financial companies.

Members of the AXA Advisors’ Paramount Planning Group are registered with associated broker-dealers, including AXA Advisors, LLC (member FINRA, SIPC).  AXA Equitable Holdings, Inc. (NYSE; EQH) comprises two complementary and well-established principal franchises, AXA Equitable Life Insurance Company and AllianceBernstein. AXA Advisors, LLC, is an investment advisor registered with the SEC and is part of the AXA Equitable Financial Services, LLC and its family of companies, including AXA Equitable Life Insurance Company (NY, NY); AXA Advisors, LLC; and AXA Distributors, LLC.

For more information: visit www.eliteproducergroup.com or 
www.axa.us.com.

Financial professionals of Assured Equity Management Corporation offer securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC. AXA Network conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, in PR as AXA Network of Puerto Rico, Inc. AXA Advisors, AXA Network, their affiliates and financial professionals do not provide tax, accounting, or legal advice or services. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer. Assured Equity Management Corporation is not registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license. PPG-144064 (3/19) (Exp. 3/23)