About Us

We’ll help you plan for your future so you'll have the confidence and security to live the life of your dreams.

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Plan for What You Want

At Great Lakes Investment Management, we listen to what’s important to you and help you create a comprehensive financial plan that allows you to make meaningful progress toward your goals at a pace that’s comfortable to you.

You’re an intelligent person, but your financial goals may feel too complicated or confusing to make progress on your own. My team and I have worked with countless first-time home buyers, small business owners, families nearing retirement, and everyone in between to create a detailed plan for wealth management that fits their needs now and allows them to grow into their future goals with ease.

Find Financial Security in the Transitions

With life comes transitions. Whether it’s preparing to start a family, buy a home, begin a business, or closing chapters through job changes, divorce, or the loss of a loved one, our comprehensive approach to financial plans will allow you to find security in the transition.

Putting in place a financial plan to help you navigate these transitions eases the stress and allows you to focus on the other things you’re invested in — the things that matter to you most, like your family and your life.

 

Plan Input

We’ll look at your plan together to ensure all of your goals are included and adjust accordingly, if necessary.

Ongoing Monitoring

After the plan is delivered, we’ll still be in touch! We’ll review your goals quarterly and you can reach out to me anytime as financial questions arise

Review & Revise

Your plan will change as life changes. We’ll perform an annual review as well as revise as things come up so your plan will continue to fit your needs and goals.

Put Your Best Interest First

There’s never a one-size-fits-all solution because your unique life path can’t be fit into a predetermined box. In fact, I don’t offer a standard anything — everything is tailored to you and your actual goals, not what someone else thinks they should be. I’ll be with you every step of the way so you can live the life you want with confidence in your financial future.

Whose Best Interest Are We Invested In?

Wealth Builders

You’re in the phase of life where you want to begin your financial journey on the right foot. You have a lot of goals and plenty of time to accomplish them. We’ll help you create a plan that will allow for fun and financial security so you can live the life of your dreams and you’re sure never to run out of money.

Women in Transition

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

I am in your corner and protecting your finances as you’re getting divorced and helping you plan for your new path in life.

Business Owners

When you have dreams of starting a business or leaving a legacy for the next generation, business owners face unique challenges when it comes to investing their assets and avoiding financial mistakes.

We will create a plan that includes your business goals so you can grow as much as you want knowing your financial life is covered.

Meet Your Trusted Team 

When you’re trusting someone with your well-earned assets, you want to get to know them and be able to trust them completely. Learn a little bit more about the Great Lakes Investment Management team.

Leah Hadley, AFC, CDFA

Senior Financial Advisor


As the 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 nearly 15 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 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 an Accredited Financial Counselor (AFC), she is also a Certified Divorce Financial Analyst (CDFA).

Above all, Leah truly enjoys helping her clients succeed and reach their most cherished goals. Actively involved in her local  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 National Association of Women Business Owners (NAWBO) and the PTA.In her spare time, Leah enjoys reading, hiking, boating and spending time with her three children and three dogs.

Favorite financial book: Smart Women Finish Rich by David Bach

Always on my desk: Notebook, colorful pens, and a diet coke

Best investment I ever made: My education

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.

 

Delle Rayner

Compliance Coordinator

Delle 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.

 

Let’s talk about your goals and create a financial plan that helps you invest in what matters most.

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Great Lakes Investment Management, LLC, may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Great Lakes Investment Management, LLC, is currently registered in Ohio, California and Texas. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Great Lakes Investment Management, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.
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