L&H News
Team News and Announcements
2019 – Present
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L&H is Recognized as a 2024 Best Place to Work in Maine
September 2024 – This is the fourth year in a row that L&H has applied and been named to the list, after being recognized in 2021, 2022 and 2023.
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A Letter from L&H: 2023 Year-End Reflections and Outlook
December 2023 – As 2023 comes to a close, we reflect on highlights from this transformative year and share our expectations for 2024.
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Matt Arey and Nate Moody named 2024 Top Retirement Advisors under 40
November 2023 – This list is released annually by the National Association of Plan Advisors.
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Jennifer Breton is Recognized as one of the Nation’s Top Women Advisors
October 2023 – Jennifer Breton is named one of the Top Women Advisors by the National Association of Plan Advisors for the third year in a row
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L&H names Nate Moody, CPFA as Newest Partner
September 2023 – Nate Moody joins Jennifer Breton, Laurie Reed, and Matthew Arey as a Partner in the firm.
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L&H is Recognized as a 2023 Best Place to Work in Maine
August 2023 – This is the fifth year L&H has applied and been named to the list, after being recognized in 2015, 2017, 2021 and 2022.
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Ode to Mike Lebel on his Upcoming Retirement
December 2022 – Mike Lebel, Co-founder of Lebel & Harriman Retirement Advisors, will retire at the end of 2022.
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Nate Moody is named to the 2023 List of Top 100 Retirement Advisors Under Age 40
November 2022 – This is the second year in a row Nate Moody has been named to NAPA’s “Aces” list.
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Jennifer Breton is Recognized as one of the Nation’s Top Women Advisors
October 2022 – Jennifer Breton is named to the 2022 “Captains” list of Top Women Advisors by the NAPA for a second year.
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L&H is Recognized as one of the 2022 Best Places to Work in Maine
August 2022 – This is the fourth year L&H has applied and been named to the list, after being recognized in 2015, 2017, and 2021.
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L&H names Matthew Arey, JD as Newest Partner
March, 2022 – Matthew Arey joins Michael Lebel, Laurie Reed, and Jennifer Breton as Partner in the firm.
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L&H named to NAPA’s List of Nation’s Top DC Advisor Teams
March, 2022 — The list is released annually by the National Association of Plan Advisors.
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Matthew Arey, JD Completes Law School
December 2021 – Matthew Arey graduated from law school, passed the Maine Bar Exam, and was sworn in at the Maine State Courthouse.*
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Nate Moody is Named to the 2022 Top 100 Retirement Advisors Under Age 40
November 2021 – These “Aces” are widely seen as the future leaders of the retirement plan advisor industry.
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Jennifer Breton is Selected as one of the Nation’s Top Women Advisors
October 2021 – Jennifer Breton is selected as one of the nation’s top Women Advisors and named to the 2021 Captains list by the NAPA.
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Lebel & Harriman is Recognized as one of the 2021 Best Places to Work in Maine
August 2021 – The list is compiled each year by the Maine State Council of the Society for Human Resource Management.
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Nate Moody is Named Young Professional of the Year
December 2020 – This award is presented by the Greater Portland Chamber of Commerce and PROPEL.
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Jennifer Breton is Named to the 2020 Edition of the Financial Times 401(k) Top Retirement Advisers
October 2020 – Jennifer Breton has been named to this list for each of the six years it has been published.
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Rebecca Burchill is Named President of the Maine Estate Planning Council
July 2020 – Rebecca Burchill was elected as President of the MEEPC for the 2020-2021 fiscal year.
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Nate Moody Launches L&H Monthly Financial Wellness Webinar Series
March 2020 – The webinar aims to promote more financial wellness among our retirement plan participants.
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Jennifer Breton Becomes the CEO and Majority Shareholder of Lebel & Harriman
November 2019 – Jennifer joined L&H in 2007, bringing over a decade of ERISA advisory expertise.
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Phil Harriman Co-hosts the ‘Political Brew” at the Maine HR Convention
May 2019 – Lebel & Harriman is proud to have been a sponsor at this year’s Maine Human Resources Convention.
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Jennifer Breton Co-presents “Retirement Plan Best Practices” at Benefits Boot Camp
May 2019 – The Benefits Boot Camp is sponsored by the Maine Employee Benefits Council.