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 through proper planning


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.


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.


Chris Barton, CFS®, CAS® Investment Adviser Representative


Haley Lahaie HR, Compliance & Accounting

Chloe 4

Chloe Kanahan Operations Coordinator

Aden 1

Aden Partee Client Relationship Director
Investment Adviser Representative

Mallory Headshot-light

Mallory Lahaie Director of First Impressions

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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