Planning for Certainty In An Uncertain World



744 West Lancaster Avenue
Suite 103
Wayne, PA 19087





Team Bios


Owner & Founder

Phone: 610-608-1465
Fax: 484-534-3542

Michael has been in the financial services industry since 1990 and specializes in the Life Insurance Aspects of Business, Estate and Legacy Planning

Business Insurance: The funding of Buy Sell Agreements, Key Person Life Insurance and Deferred Compensation Plans.

Estate Planning Concerns: The design and implementation of Trust Owned Life Insurance. 

Legacy Planning:  Using Life Insurance as an Asset in order to add a layer of liquidity and protection to a portfolio 


Michael, a graduate of The Pennsylvania State University, earned his BA degree in Economics.  He has also earned the designation of LUTCF and CFBS. 

Michael currently serves on the Board of Directors for the Einstein Healthcare Network and is also the Co-Chair of the Development Committee for Penn State University, Brandywine Campus.  Michael is also an advisory board member for Game Change Agency

Michael is an active member of Forum 400, Philadelphia Estate Planning Council and the Society of Financial Service Professionals

Gail P. Garner
Administrative Assistant

Phone: 610-234-0064
Fax: 484-534-3542

Gail has been in the executive management consulting business for 30 years. She joined The Feinman Group in March 2016 and manages our Life & Disability Insurance Underwriting department. In addition, Gail handles all aspects of Client Services and Office Management.

Gail oversees the relationships with our Carriers as it pertains to technology, licensing and compliance.

The Life Insurance business has dramatically changed over the years. The detailed and timely aspects of serving our clients is our most important strength. Our advancements in all aspects of the business is crucial in making sure we are in line with the Industry.  

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck