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Our Founders

Eric & Jennifer Lahaie

Eric and Jennifer Lahaie are the Owners of JEHM Wealth & Retirement, an independent financial advisory firm that focuses on retirement income planning. As Retirement Income Certified Professionals (RICP®), they typically work with recent retirees or the soon-to-retire, helping them understand and prepare for the challenges in retirement and helping give them the added confidence to make choices with less fear.

Using their proprietary 5-Step Retirement L.I.F.E. Readiness Process, JEHM Wealth helps clients gain clarity on how to generate income to support them through retirement, can help protect their money from major losses in the stock market, hedge against inflation and future long term care expenses, fund financial emergencies, and move toward their desired legacy goals.

The Retirement L.I.F.E. Readiness Process incorporates a purpose-driven investment model that provides client-appropriate allocation to stocks, bonds, commodities, real estate, life insurance, and annuities so that they can move toward their financial goals on the most tax-efficient basis.

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

Eric and Jennifer were born and raised in northern Michigan, then spent 21 years in southwest Florida before moving “halfway back” and settling in the beautiful Greenville area. Over their last 20 years in business, they have spent countless hours educating themselves through college and industry-specific courses, and they continue to meet, train, and share with retirement planners all over the country to ensure their strategies stay relevant for their clients. Both Eric and Jennifer graduated from the American College of Financial Services, hold the coveted RICP® (Retirement Income Certified Professional) designation, and are licensed for insurance and securities. Additionally, Eric holds his Certified Fund Specialist (CFS®) designation, and Jennifer holds her Certified Annuity Specialist (CAS®) designation. Eric and Jennifer have a natural instinct to educate and motivate their clients to make wise financial decisions toward their financial goals. They’re committed to operating under a fiduciary standard, and their membership in the National Ethics Association and the Better Business Bureau shows their desire to keep their clients’ interests ahead of their own.

Family and community involvement are important to the Lahaies. They have been actively involved with many community organizations, such as the American Heart Association, the American Cancer Society, Blessings in a Backpack, the Greenville Chamber of Commerce, and the youth educational system. In their spare time, Eric and Jennifer love to spend time with their daughters, Haley and Mallory. As a family, they love to hike, travel, and explore new places.

Our clients are able to enjoy their retirement with confidence, knowing they received unbiased, skilled advice based on the following:

  • We recognize there’s no “one-size-fits-all” retirement planning. Therefore, we hold both insurance and Series 65 security licenses. Our dual licenses allow us to help our clients understand all their available options in the insurance and Wall Street worlds. Every investment option has advantages and disadvantages. Our job is to educate our clients to help them understand the differences and give the best recommendations based on their unique circumstances and goals.
  • We are 100% independent, which means we are not influenced by a specific product offered by a broker-dealer, insurance company, or corporate infrastructure.
  • We operate in a fiduciary capacity. A fiduciary must act in their client’s best interest, not personal gain. Adhering to this principal ensures our clients always come first.
  • We are a retirement income planning-focused firm. Retirees and soon-to-be retirees need to work with well-educated and qualified financial professionals to help them navigate retirement successfully. With that in mind, both Eric and Jennifer hold the Retirement Income Certified Professional (RICP®) designation — a mark of professional education in retirement income planning. When you work with an RICP®, you know that they have specific education and experience in smart, strategic investments. Additionally, Eric holds his Certified Fund Specialist (CFS®) designation, and Jennifer holds her Certified Annuity Specialist (CAS®) designation.
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