Practicing as a financial advisor since 1984. Leslie’s background includes working for a prominent financial services company in a District Manager position. Her duties included the management and training of representatives in the areas of business and personal finance. In company training programs, she taught a broad range of subjects including estate planning strategies, buy-sell arrangements and charitable giving techniques. She is the Managing Partner at the Strebel Planning Group, heading up the Accounting and Tax, Financial Planning and Coaching Divisions.
Leslie also creates comprehensive financial plans for individuals and couples who wish to implement strategies for retirement, education, estate tax, income tax, risk management and investments. She also works with business owners to create high-quality yet affordable employee-benefit and business succession programs. She has an expertise in personal life, disability and long-term care insurance coverage. Leslie also has extensive knowledge in (and passion for) the field of Socially Responsible Investing.
A certified business-development coach, Leslie works with entrepreneurs, business owners, and professionals to create better businesses and lives through a unique coaching program. Leslie also offers Money Coaching services, designed to help individuals have a healthier relationship with money.
When not working on professional pursuits, Leslie enjoys gardening, cooking, entertaining, live music, the NY Mets, Cornell Ice Hockey and physical activities that take her out on the beautiful trails and waterways she’s fortunate to have all around her.
PROFESSIONAL DESIGNATIONS
Business Development Coach
Money Coach
EDUCATION
State University College at Stonybrook, NY
Bachelor of Arts
State University of New York at Delhi, NY
Associate in Applied Science
E-Myth Worldwide, E-Myth Consultant Certification Program
Business Coaching via E-Myth, January 2001
Certified Money Coach via Money Coaching Institute in Petaluma CA.
MEMBERSHIPS
The Social Investment Forum
COMMUNITY
Long term Big Sister through the Big Brothers/Big Sisters organization
Past President of Board of Directors, Alternatives Federal Credit Union
Headcount.org (Voter Registration Coordinator)
Fresh Air Fund Host
Former Local First Ithaca Steering Committee Member
