Team Bios

 

MICHAEL L. FEINMAN

Owner & Founder

Phone: 610-608-1465

Fax: 484-534-3542

                              Email: michael@thefeinmangroup.com

 

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 financial portfolios.

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 is a former board member for the Einstein Healthcare Network (11 years) 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@thefeinmangroup.com

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.  


Lindsay Quinn
Case Management Analyst

Phone: 610-234-0552
Fax: 484-534-3542
Lindsay@thefeinmangroup.com 

Lindsay has previously worked in the legal industry and has a background in Human Resources. 

She joined The Feinman Group in July 2021 and assists in the review and analysis process of existing and new Life Insurance Policies.

She also assists with administrative details as it pertains to client service matters.

Lindsay graduated from The Pennsylvania State University with a BS in Crime, Law, and Justice with a Business Option.


 

  Michael Amoia, JD, LLM (Tax), CLU®, ChFC®
  Vice President, Advanced Markets

 

 

As Vice President of Advanced Markets for our partner, Valmark Financial Group, Michael Amoia works with our clients and our clients' advisors to implement advanced wealth transfer and business planning techniques that leverage the use of life insurance. With over 28 years of experience and a deep understanding of complex estate planning techniques, Mr. Amoia works closely with both our back-office life insurance case design and financial planning teams to create client deliverables that help illustrate how these techniques and strategies can maximize the ability for clients to efficiently transfer intergenerational wealth. Mr. Amoia is a frequent national speaker on various estate planning topics and an author of numerous industry articles. He is also a Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Juris Doctor (JD) which he earned from University of Baltimore's School of Law, and holds an LL.M in Taxation and Certificate in Estate Planning from Georgetown University Law Center.