Secure Your Financial Future

Life is a series of transitions, whether it’s marriage, divorce, loss of a loved one or retirement planning. At Great Lakes Investment Management, we are here to see you through life’s transitions. We take a comprehensive approach to financial planning, and always place our client’s best interest first.

We help you identify your goals, and work toward them, whether that’s buying a house, paying for your child’s education, or a well-deserved retirement. We are here to support you. We are with you every step of the way, so you can live the life you want with confidence in your financial future.

Working With Us

With a focus on innovation and an eye for how technology can best meet your needs, we use one of the industry’s best integrated wealth management tools.  It’s designed to transform how we deliver our services, while still ensuing that we build a collaborative client-advisor relationship.

The comprehensive tool helps supports your financial goals, keeping planning at the foundation of the experience.  And with security as a priority, it employs advanced features to keep your data safe, private, and secure at every hour of every day.

We consistently hear from clients that it’s easy to use, helping you to track your spending, budgets and investments. If you’re interested in learning more about how this platform can help you achieve your goals, let’s schedule a time to talk.

Who We Serve

Generation X

We belong to the XYPN Planning Network and are committed to providing the resources that Gen Xers need to reach their financial goals.

Business Owners

We understand that business owners face unique challenges and will create a plan that includes your business goals.

Women In Transition

With specialized training in divorce financial planning, many of our clients begin working with us during or immediately following their divorce.

Meet the Team

 

 

 

Leah Hadley, CDFA, MAFF, Senior Financial Advisor

As Founder/CEO of Great Lakes Investment Management and Great Lakes Divorce Financial Solutions, Leah Hadley strives to help clients secure their financial independence through a strategic financial planning process. With over 10 years in the financial services industry, she affirms her dedication to helping empower clients as they become more knowledgeable investors. Along with her financial leadership skills and commitment to client education, Leah has extensive investment experience in equity research at leading firms like Longbow Research, Ameriprise Financial, Edward Jones, and Ferris, Baker Watts.

Having earned her Bachelor of Arts from Bryn Mawr College, Leah holds her Master of Arts from Ursuline College. In addition to being a Certified Divorce Financial Analyst (CDFA), she is also a Master Analyst in Financial Forensics. Above all, Leah truly enjoys helping her clients succeed and reach their most cherished goals. Actively involved in the Parma community, she is a volunteer with her son’s Cub Scout pack and her daughter’s Girl Scout troop. She is also a longtime member of the PTA and the Parma-Area Chamber of Commerce. In her spare time, Leah enjoys reading, hiking, boating and spending time with her three children, two dogs and cat.

Delle Rayner, Compliance Coordinator

Semi-retired, Delle Rayner spent most of her career managing accounting and finance departments for various companies. Delle holds an MBA from Xavier University and a BA in Accounting from Ohio State University.

When she is not helping with her grandchildren or playing scrabble with her friends, you can find her at Great Lakes Investment Management,  staying informed on the latest compliance requirements and creating and implementing related systems.

Nancy Coveleskie, Investment Advisor Representative

Nancy has been in the financial services field since 1988, and has spent most of her career focusing on retirement planning and creating tax-free income for her clients. A common thread through every service she offers is teaching people to regain control over their health and their wealth. She earned her B.S. from Ohio University in 1985 and her MBA in Finance from Cleveland State University in 1988.

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