Principal & Advisor
Leisa is responsible for delivering Gresham’s integrated wealth management services to a select group of families and business leaders. She helps her clients navigate and surmount the challenges associated with retirement planning, income tax planning and estate planning by applying a highly disciplined approach characterized by attentiveness to detail. Leisa is skilled at building meaningful relationships with younger generations and is often tapped by wealthy families to educate their children about the complexities of inherited wealth.
Prior to Gresham, Leisa worked at Deloitte & Touche where she advised high net worth individuals. In addition to her advisory duties, Leisa manages the firm’s associates and maintains the firm’s relationships with healthcare and property and casualty insurance providers located nationally.
- B.S., Accounting and Finance, Ohio University
- M.B.A., Finance, DePaul University
- CERTIFIED FINANCIAL PLANNER™
- Personal Interests: Family, gardening and travel