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.
We’ll look at your plan together to ensure all of your goals are included and adjust accordingly, if necessary.
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?
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.
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
President/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
Jessica has spent the past 8 years in the accounting/finance realm with a BBA in Accounting from CSU and 11 years working with individuals for taxation. She thoroughly enjoys crafting an understanding of a client's life, habits, and business through numbers. She believes numbers are a language/art form of its own which allows for understanding and education of her clients to best help themselves.
Much like the Mad Hatter from Alice in Wonderland (Jessica's favorite character), a number is always perched in the brim of her hat and she's with seemingly endless energy to get the best results for her clients. When she's not creating a masterpiece with numbers, you can find her exploring new terrain or new cultures/foods with her spunky 12 year old and doggo Arty.
Client Relationship Manager
Kelly has been working with the public her entire career. Her past experience includes Marketing, Public Relations and Communications. She enjoys creating lasting relationships with clients and seeing them reach their financial goals!
She has a BBA in Marketing and MBA from Cleveland State University. When not at work, she enjoys spending time with her husband, sons and Goldendoodle, Ozzie. You can usually find her running or biking on the towpath in the Cuyahoga Valley National Park!
Vicki has worked in marketing for over 25 years developing and executing marketing and communications campaigns. She enjoys using her marketing skills to bring awareness to GLDFS, helping others reach their personal goals and enrich their lives.
She has a BA in English from Baldwin Wallace University and an MA in Communications Management from John Carroll University. When not at work, she enjoys spending time with her family, volunteering at local schools, reading and being outside.
Michelle enjoys finding ways to use her finance degree and experience for helping others, including her colleagues, clients, and members of the community. Michelle earned her BS in Business Administration from John Carroll University and her MPA from Cleveland State University. She has experience with financial planning and analysis at universities, adult financial education, and credit building. She is now pivoting to prepare financial analyses and financial plans for clients and assisting with operations in the office.
Michelle is a Cleveland native, but previously she lived in New York City, Minneapolis, and Hartford. In Michelle’s free time, she enjoys trying vegan restaurants, spending time with her family, and sampling her husband’s homemade hot sauce made with some of the hottest peppers in the world!
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.