Our commitment to you
We help our clients enjoy their retirement with confidence by offering unbiased, skilled advice based on the following principles:
- As Investment Adviser Representatives, we put the best interests of our clients first.
- We recognize there’s no “one-size-fits-all” retirement planning. Therefore, we are a Registered Investment Advisor and Insurance Agency, we hold both insurance licenses and have passed the Series 65 securities exam, allowing us to help our clients understand all their available options in the insurance and Wall Street worlds.
- We are 100% independent, which means we are not influenced by a specific product offered by a broker-dealer, insurance company or corporate infrastructure.
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.
Eric and Jennifer Lahaie Investment Adviser Representatives
Eric and Jennifer Lahaie, owners and founders of JEHM Wealth & Retirement, have a natural instinct to inform and motivate their clients to make wise financial decisions. They truly enjoy helping people gain clarity in their finances and working with them to create a plan that helps them achieve their goals.
Eric and Jennifer 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. As Investment Adviser Representatives, they are committed to doing what’s best for their clients, and their membership in the Better Business Bureau shows their desire to continue to learn ways to help keep their clients’ interests ahead of their own.
Over their past 20 years in business, the couple has 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. They are both Alumni of the American College of Financial Services, Members of the Institute of Business & Finance, hold the RICP® (Retirement Income Certified Professional) designation and they can offer both insurance and securities products. Additionally, Eric holds his Certified Fund Specialist (CFS®) designation, and Jennifer has her Certified Annuity Specialist (CAS®) designation.
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. Outside of work, they love to spend time with their daughters, Haley and Mallory. As a family, they enjoy hiking and exploring new places.
ADDITIONAL STAFF MEMBERS
Chris Barton Investment Adviser Representative
Chris Barton has almost 20 years of experience in the financial services industry, including 12 years working with Medicare Supplements, Medicare Advantage plans, Medicare prescription drug plans and short-term health insurance plans.
Chris studied financial management at Clemson University. He has passed the Series 65 securities exam and is licensed to sell life and health insurance in South Carolina, North Carolina, Georgia and Tennessee.
Outside of the office, Chris enjoys spending time with his son. He is also an avid sports fan and supports the New York Giants, the New York Rangers, the Los Angeles Dodgers and, of course, the Clemson Tigers!
Hollie Crabtree Client Experience Director
Hollie brings more than 15 years of financial services experience to her role at JEHM Wealth & Retirement. She is very detail oriented and loves working in an organized space. She holds licenses for life; accident and health; property and casualty; and personal lines insurance. Hollie takes pride in providing first class service and attention to all who interact with her.
Hollie is originally from Northwest Arkansas (and no team sports are not up for discussion!). Being raised as child of an Allstate Agency Owner, her Mother was a huge influence in Hollie’s passion for insurance.
Hollie currently lives in Laurens, SC with her husband, Morgan, and son, Coleman. As a family they enjoy outdoor activities, traveling to the mountains, listening to music, cooking and yard work. She is also a novice marksman and enjoys visiting outdoor shooting ranges with her family.
Ready to take THE Next STEP?
For more information about any of our products and services, schedule a visit today.