Not one, but two ribbon cuttings were held back to back at 3540 Wheeler Road on Friday afternoon in celebration of milestones reached by Life Strategies Financial Partners and by Lighthouse Business and Risk Solutions, respectively.
Life Strategies celebrates milestones, expansion
The Life Strategies ribbon cutting commemorated 24 years in business, plus the addition of a new Certified Financial Planner (CFP), Jason Renner.
The company now has two CFPs, including Jason and Kelly Renner.
Life Strategies was also celebrating the purchase of upstairs units above the space that the company occupies, bought in February 2024 in order to expand their location.
The company highlighted that it’s also celebrating the hiring of its first intern, Taylor Sollie.
Lighthouse kicks off 2025 with new location
A second ribbon cutting followed, in honor of Lighthouse’s new location, which is also housed in units above Life Strategies’ main floor.
While Life Strategies and Lighthouse are not partnered, both companies will be using these upstairs units.
Finance podcast coming soon
Michelle Anthony, Lighthouse owner and certified public accountant, and Kelly Renner, life strategies certified financial planner, will collaborate on a financial guidance podcast set to come out soon, potentially within the next week.
Renner said that although she couldn’t provide an official name for the podcast, she can confirm that Anthony will speak about accounting while she offers listeners financial planning snippets.
“We really want to bring education to the community…finances are very intimidating, and we want to take the intimidation out,” said Renner about the podcast.
This media will be produced from a podcast room shared by Anthony and Renner and located on the second floor of the 3540 Wheeler Road location.
