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
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
Lindsey Swanson, CFP®, AAMS®
Lindsey approaches relationships with empathy and kindness and she carries that through with her work with clients. She’s been in the financial industry for just at a decade and she loves to connect with people and act as a guide to help them plan and achieve their goals. She’s a certified nerd and can generally be found deep in a spreadsheet with coffee in hand. She received her Bachelor of Science, with a concentration in Family Financial Planning and Counseling, from The University of Alabama. She also earned the Accredited Asset Management Specialist (AAMS®) designation and is a Certified Financial Planner (CFP®) professional. She serves as the Treasurer on a local non-profit board and is always up to meet new friends, especially if they have dogs! She is an avid reader and will talk your ear off about literature, if you let her.
I can’t live without: Burritos. I could eat them every day for the rest of my life.
Best financial decision: Making a habit of taking small and unglamourous steps in the right direction.
Life motto: Anything worth doing is worth failing at first.
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 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.