Meet the professionals who can help you pursue your goals

We guide individuals and families toward their ideal retirements.

Who We Are

Amid an ever-changing investment landscape, retirees need a professional and experienced partner who can help guide them through the intricacies of investing and financial planning in retirement. The need for objective advice has never been greater.

Our Mission

To provide our client family with more clarity, confidence and peace of mind.

Clarity

Clarity through proper planning

Confidence

Confidence to make educated decisions

Peace of Mind

Peace of mind by having a relationship with trusted advisors

The JEHM Philosophy

We value people over profits, thinking outside the box — even if it means questioning what’s always been done — and believe relationships are built on trust, not transactions.

We put you first

As Investment Adviser Representatives, we operate under a fiduciary standard, putting the best interests of our clients first.

No "one-size-fits-all"

We recognize there's no "one-size-fits-all" in retirement planning. We utilize holistic planning to incorporate the many pieces to a financial puzzle in an efficient manner.

Independent

We are independent, which means we are not limited to specific products offered by broker-dealers, insurance companies or corporate entities.

Meet the JEHM Family

JEHM Wealth & Retirement_Eric and Jennifer Lahaie_Team Photo_2022

Eric and Jennifer Lahaie

Owners, Founders, and Investment Adviser Representatives

Eric and Jennifer Lahaie are the owners of JEHM Wealth & Retirement, an independent financial advisory firm that has a distinct focus on retirement income planning. As Retirement Income Certified Professionals® (RICP®), they are dedicated to guiding individuals within a decade of retirement or already retired understand and prepare for the challenges they will face in retirement, helping give them added confidence to make choices without fear or uncertainty. Using their five-step Confident Retirement Life Process, JEHM Wealth & Retirement’s goal is to help clients gain clarity on how they will generate income to support their lifestyle through retirement, help protect their money from major losses in the stock market, hedge against inflation, deal with healthcare and potential long-term care expenses, minimize taxes, and accomplish their desired legacy goals.

At the core of their proprietary Confident Retirement Life Process lies a purpose-driven investment model that optimizes asset allocation across stocks, bonds, commodities, real estate, life insurance, and annuities, all tailored to achieve financial objectives with tax efficiency.

With two decades of industry experience, Eric and Jennifer continuously invest in their education and professional development. They actively engage with peers and industry leaders nationwide, ensuring their strategies remain cutting-edge and relevant for their diverse clientele. Both alumni of The American College of Financial Services, they hold esteemed designations including RICP®, CFS®, CAS®, and CTS®, alongside insurance and securities licenses.

Driven by a genuine passion for helping others, Eric and Jennifer leverage their expertise in leadership, finance, and investing to empower clients in making informed financial decisions aligned with their goals. As Fiduciary Investment Adviser Representatives, they prioritize the best interests of their clients, a commitment further underscored by their accreditation with the Better Business Bureau.

Originally from northern Michigan, the Lahaies spent over two decades in southwest Florida before settling in the picturesque Greenville area. Committed to community involvement, they actively support various charitable organizations and mentor youth in educational programs. In their leisure time, Eric and Jennifer cherish moments with their daughters, Haley and Mallory, indulging in outdoor adventures, travel, and exploration as a close-knit family unit.

Christopher

Chris Barton, CFS®, CAS® Investment Adviser Representative

With nearly two decades of expertise in the financial services arena, Chris Barton brings a wealth of knowledge to his role, including specialization in working with Medicare Supplements, Medicare Advantage plans, Medicare prescription drug plans, and short-term health insurance plans.

Chris studied financial management at Clemson University, providing him with a solid foundation for his career. He has demonstrated his commitment to professional excellence by obtaining his CFS®, and CAS® designations, alongside his insurance and Series 65 securities licenses. 

Beyond his professional pursuits, Chris finds joy in family time, particularly with his son. An enthusiastic sports aficionado, he passionately supports teams such as the New York Giants, the New York Rangers, the Los Angeles Dodgers, and his alma mater's pride, the Clemson Tigers.

Chris's multifaceted interests and extensive experience underscore his dedication to both his personal and professional endeavors, enriching both his life and the lives of those he serves.

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Haley

Haley Lahaie HR, Compliance & Accounting

Inspired by her parents' passion for making a profound impact on the lives of others, Haley felt compelled to join their business and continue their legacy. With a solid foundation rooted in witnessing their dedication firsthand, she embarked on her own journey in the field.

Haley's academic pursuits reflect her commitment to excellence in accounting. Having earned her Associate Degree in Accounting in December of 2023, she is currently pursuing her Bachelor's degree at Franklin University, all while actively working part-time. In her role, she oversees critical aspects of the company's operations, including bookkeeping, HR, and compliance, demonstrating her multifaceted skill set and dedication to the organization's success.

Drawing from her upbringing in the industry, Haley understands the paramount importance of finding a trustworthy advisor who prioritizes the well-being of their clients. She wholeheartedly embraces this ethos and strives to foster a culture of trust, value, and care within JEHM's Client Family.

Outside of her professional endeavors, Haley finds joy and fulfillment in a diverse array of hobbies. Whether she's indulging her creative side through sewing and sketching, nurturing her green thumb in the garden, exploring the great outdoors through hiking and equestrian activities, or honing her culinary skills in the kitchen, Haley leads a vibrant and enriching life beyond the confines of her work.

Haley's unwavering dedication to her craft, coupled with her genuine passion for making a positive impact, sets her apart as a valued member of both her family's business and the wider community.

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Chloe 4

Chloe Kanahan Operations Coordinator

Chloe is our Operations Coordinator and is a key member of our Client Experience Team.  She dedicates her time to ensuring seamless operations for both our team and our valued clients. Behind the scenes, she meticulously oversees every aspect of our operational processes to guarantee a smooth and efficient experience for everyone involved.

Chloe's unwavering belief in the importance of family is evident in both her personal and professional life. Having relocated from Southwest Florida to South Carolina in 2021 to be closer to her loved ones, she demonstrates a deep commitment to prioritizing family above all else.

Outside of work, Chloe finds joy in the company of her two beloved dogs, Mozart and Goose. Whether embarking on adventures, curling up with a captivating book, or spending quality time with her boyfriend, Austin, Chloe embraces life with enthusiasm and warmth. Her love for exploration and connection extends to her passion for travel and meeting new people, as well as cherishing simple pleasures like leisurely walks in Falls Park and indulging in movie marathons.

Chloe's dedication to operational excellence and her genuine appreciation for the importance of family and personal fulfillment make her an invaluable asset to our team and a beacon of positivity in our client community.

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Aden 1

Aden Partee Client Relationship Director
Investment Adviser Representative

As the Client Relationship Director, Aden is responsible for not only helping develop the retirement plans for our clients, but also ensuring they are implemented successfully and smoothly. Aden attended Wofford College with a focus in dentistry, but along the way found his passion for finance. He graduated with a Bachelor of Science in finance in 2022. After graduation, he took a position as a Client Service Associate with LPL Financial, where he worked until joining JEHM Wealth & Retirement.

As the oldest of four siblings, Aden understands the importance of family — a shared value that led him to joining our team. Aden says, “Finance isn’t just about numbers, it’s about people — treating clients like family and being committed to providing them with an experience that won’t make them feel like a number.” His passion for finance obviously runs in his blood as he followed in his grandfather’s footsteps as a financial advisor.

When he’s not helping clients navigate their financial future, you will most likely find Aden indulging in his love for sports — whether that’s playing tennis or basketball, watching his favorite teams, or water skiing and tubing at the lake. As an avid reader, he also never misses a chance to take in a good book.

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Mallory Headshot-light

Mallory Lahaie Director of First Impressions

Mallory serves as the Director of First Impressions and is a vital member of our Client Experience Team at JEHM Wealth & Retirement. Her primary focus is on cultivating a welcoming and positive environment for all who engage with our services. Whether welcoming guests at our front desk, coordinating events, or handling incoming calls, Mallory ensures that every interaction leaves a lasting impression.

With five years of experience in the food service industry, Mallory gained invaluable firsthand insight into the importance of exceptional client experiences. This background, coupled with her pursuit of a Marketing degree, equips her with a robust skill set tailored to meet the diverse needs of our clientele.

Beyond her professional endeavors, Mallory embraces adventure and is passionate about exploring new horizons. Her dedication to health and fitness, alongside her commitment to quality time with loved ones, reflects her well-rounded approach to life.

Mallory's enthusiasm, coupled with her diverse experiences, makes her an invaluable asset to our team. She embodies our commitment to excellence in every aspect of client engagement, ensuring that each interaction surpasses expectations.

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Take the First Step Today

Are you aged 50 or older and retired or soon to be retired? We have experience working with clients just like you who’ve worked a lifetime to accumulate a nest egg of $250K or more and now are looking to enjoy retirement on their terms. Take control of your financial future today by scheduling a Discovery Visit or registering for an upcoming event.

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