Strebel Planning Group - Dedicated Advocates of Your Dreams

Our Biographies

Choose who you would like to learn more about:

Paul Strebel

I have been practicing as a financial advisor since 1984. My extensive background includes experience working for a “big eight” accounting firm, two large brokerage firms, two large insurance companies, as well as tax manager for a large international corporation. Read more...

Leslie Strebel

I have been practicing as a financial advisor since 1984. My background includes working for a prominent financial services company in a District Manager position. My duties included the management and training of representatives in the areas of business and personal finance. In company training programs, I taught a broad range of subjects including estate planning strategies, buy-sell arrangements and charitable giving techniques. Read more...

Chris Strebel

I have been a practicing accountant since 1983. My background includes experience working for a small regional accounting firm in Maryland where I managed a client base that included a wide variety of professionals. My duties included the preparation of financial statements and quarterly reports, pension plan returns, tax returns, payroll returns, as well the analysis of expense accounts, bank reconciliation and tax planning services for both corporate and individual clients. Read more...

About our Staff

Our staff is a group of dedicated individuals whose common goal is to make your experience with The Strebel Planning Group a positive one. Our employees strive and challenge themselves to make The Strebel Planning Group not only a competitive, leading edge quality firm, but a friendly, enjoyable place to work.

	Angela O’Neill Advisor Angela has been a financial advisor since 1998 specializing in financial planning with a focus on diversification through asset allocation. She is also our resident expert on Life, Long Term Care, and Disability Insurance. Reach Angela at extension 25.
	James Hoepfinger Certified Public Accountant With over 25 years experience in accounting, financial and income tax applications Jim can help your business reach new heights, while avoiding common pitfalls often committed by their owners. Reach Jim at extension 26.
	Evelyn Westbrook (Evie) Client Fulfillment Manager – Tax and Accounting services Evie is the woman with the answers! Have a question on a tax deadline? Call Evie. Need help setting up your LLC or acquiring your tax Id number? Call Evie. She is here to ensure we meet and exceed your business accounting needs! Evie can be reached at extension 14.
	Elaine McLaughlin (Ellie) Sales & Marketing Manager, Director of Information Technologies Ellie is normally running in two different directions, but always has the time to help you solve your software question, or advise you on a new notebook computer you are considering. Need to promote an event, or revise your display ads? Ellie can get you going in the right direction. Ellie can be reached at extension 19.
	Crystal Howser Computer Operator, Accounts Payable/Receivable clerk Need to update your addresses or phone number? Crystal is the guru who can update our database for you. Want to pay for a service over the phone instead of writing a cumbersome check? She’s the girl to speak to! Crystal can be reached at extension 15.
	Diane Combs Receptionist Like a cool breeze on a summer day, Diane brings a smile to everyone’s face as she welcomes your call and visit to our office. Diane can be reached at extension 10.
	Anna Keeton Client Fulfillment Manager – Financial Services / Paraplanner Anna is responsible for the technical aspects of each account by guaranteeing vendors meet rigid standards for performance. She is also your liaison for your financial accounts. Questions on distributions, your personal vault, or accessing your portfolio online? Anna is here for you. Anna can be reached at extension 22.