Meet the partners

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PAUL STREBEL, CPA, CFP

Founding Partner, Certified Public Accountant, Certified Financial Planner, Business Development Coach

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Leslie Strebel, CLTC

Managing Partner, Insurance Specialist, Financial Advisor, Business Coach

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Angela O'Neill, CFP®, CLTC

Partner, Certified Financial Planner, Certification for Long Term Care

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meet the team

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James Hoepfinger, CPA

Certified Public Accountant

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Alice Feeney

Service Assistant, Financial Services

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Crystal Howser

Accounting Associate, Accounts Payable & Receivable Clerk

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Joey Rivera

Accounting Associate, Tax & Accounting Services

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Amber Parker

Client Service Coordinator, Tax & Accounting Services

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Kevin Tarnovski

Para-Planner, Compliance Officer

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Regina Przygocki

Client Service Coordinator

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Debra Strebel

Marketing Coordinator, Para-Planner

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Patrick Ference, CPA

Certified Public Accountant

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Luna

Emotional Support Officer

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