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 focus on helping people who are typically within 10 years 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’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 and future long-term care expenses, fund financial emergencies, and accomplish their desired legacy goals.

Their proprietary Confident Retirement Life Process incorporates a purpose-driven investment model that prioritizes the three elements of money, providing the proper allocation to stocks, bonds, commodities, real estate, life insurance or annuities to help accomplish financial goals on the most tax-efficient basis.

Over their last 20 years in business, they have spent countless hours educating themselves through college and industry-specific courses. They also have continued to meet, train and share several times a year with the top retirement planners all over the country to ensure the strategies they are using continue to be relevant for their client family. Both are alumni of  The American College of Financial Services, hold the coveted RICP® (Retirement Income Certified Professionals®) designation and are insurance and securities licensed. Additionally, Eric holds his Certified Fund Specialist (CFS®) designation, and Jennifer holds her Certified Annuity Specialist (CAS®) and Certified Tax Specialist (CTS®) designations.

Eric and Jennifer share their knowledge in leadership, business, finance and investing, coupled with their natural instinct to help others, to educate and motivate their clients to make wise financial decisions that help them realize their financial goals. As Investment Adviser Representatives, they’re committed to putting their clients’ best interests at the heart of all decisions. This is further evidenced by their membership in the Better Business Bureau.

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. Family and community involvement are important to the Lahaies. They have been actively involved with many community organizations such as American Heart Association, American Cancer Society, Blessings in a Backpack, Greenville Chamber of Commerce and Society for Financial Awareness. They also mentor for 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 be outdoors, hiking, traveling and exploring new places.

Christopher

Chris Barton, CFS®, CAS® 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!

Learn More
Hollie

Hollie McEvoy 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 a child of an Allstate agency owner, her mother was a huge influence on Hollie’s passion for insurance.

Hollie currently resides in the Simpsonville area, 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.

Learn More
Haley

Haley Lahaie HR, Compliance & Accounting

Haley was inspired to join her parents' business after growing up watching them make a difference in the lives of the people they worked with.

Haley is actively attending Greenville Technial College to obtain her associate degree in accounting.  She will go for her major in finance after graduating next spring.  While in school, Haley is interning as an administrative assistant and is an intricate part of our Client Experience team.

After growing up in the industry, Haley knows one of the most important steps people can take on their journey to retirement is to “Find an advisor you can trust, who makes you feel valued and cared for.”  She works hard to do her part in this mission for JEHM’s client family.

Haley enjoys many hobbies in her free time, including sewing, sketching, hiking and equestrian activities.

Learn More
Chloe 4

Chloe Kanahan Director of First Impressions

As our Director of First Impressions and a member of our Client Experience Team, Chloe spends her days focusing on creating a positive, warm experience for all who interact with us. Whether you’re walking through the front door or calling JEHM Wealth & Retirement, you will likely be greeted by Chloe.

Chloe believes family should come first and is the most important thing in life. To be closer to her family, she relocated in 2021 from Southwest Florida to South Carolina. Chloe is the proud owner of two dogs, a Pomsky named Mozart and a German shepherd mix named Goose.

If Chloe is not traveling, exploring new places and meeting new people, she is curled up with a good book. Chloe also enjoys spending time with her boyfriend, Austin, taking her dogs on walks in Falls Park and watching movie marathons.

Learn More
Aden 1

Aden Partee Client Relationship Director

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.

Learn More

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.

Schedule a Visit
Attend an Event
Scroll to Top