Leisman Insurance Agency, Inc.
William F. Leisman, President, CLU
Bill graduated from University of Pennsylvania’s Wharton School of Business, with CLU and advanced degrees in Estate Planning and Financial Counseling from the American College in Pennsylvania. His involvement in all the major associations in his field confirm a deep commitment to knowledge and professional standards. Married with five children, his family resides in Weston.
Christopher J. Macina, Vice President
Chris holds a Bachelors Degree in Business Administration from Bryant College. His expertise in business and family financial strategies provides the foundation for the firm’s team approach to designing, implementing, and managing client plans.
Aline Rober Ann Berard
Angela Walsh
Our first job is to integrate your objectives with your tax, financial, and personal philosophies—all from a multigenerational perspective. But our real value is that we clarify complex strategies so you can make informed decisions.
Our process requires coordination among our resources, your advisors, and experts in our partner firms. Each member of our team holds responsibilities in a planning timeline that drives design and implementation.
Business and family circumstances evolve, while economic and tax environments are subject to cycles. So without a diligent evaluation process, today’s planning solutions could become tomorrow’s problems. Our plan management procedures provide a thorough review of performance and suitability, resetting objectives and modifying aspects of the plan as needed.