Nancy Coveleskie, Co-founder ~ Nancy is a life-long resident of Cleveland, Ohio and has been in the

financial services field since 1988. She has spent most of her career focusing on retirement

planning, wealth transfer and business continuation. She is an Investment Advisor Representative,

Series 7* licensed through Financial Network Investment Corporation and insurance licensed for

life, health, annuity, property and casualty. She is certified as a Quadrant Living Specialist and has

been personally trained in Missed Fortune concepts as a TEAM member by its founder, Douglas

Andrew. Nancy is recognized by the Cambridge Who’s Who Executive and Professional Registry

and is a member of The Financial Services Institute. She earned her B.S. from Ohio University in

1985 and her MBA in Finance from Cleveland State University in 1988. Nancy is active in the SMOF

Stewardship Committee - teaching others how to best utilize their time, talent and treasure. Nancy

enjoys an active lifestyle. Traveling, skiing, horse-back riding and relaxing with her family at her

vacation homes in Western New York and the Erie Islands are a few of her favorite pastimes.

*Securities are offered through Financial Network Investment Corporation, Member of SIPC

Gerald Crutchley ~ Jerry brings solid expertise in fiscal management and a depth of

skills in business, economics, financial and estate planning strategies. Jerry is

nationally known for his lectures on how to leverage idle dollars, both business and

personal, to build wealth. Before entering the financial services industry, Jerry was

a recognized leader in the healthcare industry. He was credited with bringing a

number of recognizable products to market. He also served in senior level positions

for several Fortune 500 companies. Jerry has a bachelor’s degree in marketing from

the University of Akron and is a veteran of our Armed Services. He is certified as a

Quadrant Living Specialist and has been personally trained in Missed Fortune

concepts as a TEAM member by its founder, Douglas Andrew. Jerry spends much

of his free time mentoring high school athletes through the Ginn Academy at

Glenville High School on Cleveland’s near east side.

A FirmA FirmFoundationFoundation

StrengtheningStrengthening

FinanceFinance VisionVision ValuesValues

““True Wealth”…True Wealth”…

Assets:

• Human

• Intelle

ctual

• Financia

l

• Social

Values are Understood Before Assets are Valued

VisionVisionWithoutWithoutImplementationImplementationIs Simply HallucinationIs Simply Hallucination

• Positive? • Negative?• Struggle? • Tool?• Freedom?

In order to see the In order to see the ““big picture”

big picture”

you can’t look at any one you can’t look at any one piece of the puzzle

piece of the puzzle in isolationin isolation

True family leadership…

is the passing on of so much more than

money to future generations.

By defining your principles and values, you discover your True North.

When deciding a course of action, regardless of the subject at hand, on your True North, you will be headed in the right direction.

That sudden burst of understanding?

…Then

’ .you re getting there

Mahatma Gandhi