Meet CAISSA’s Fiercely Devoted Team
Your personal CFO’s and trusted advisors
Kelly S. Olson Pedersen, CFP® | CDFA
Kelly is the CIO of CAISSA Wealth Strategies and founded the firm in 2009. Specifically, she will be your lead for Investment planning, Tax Strategies and Estate Planning strategies.
Kelly is a farm girl from Northwest Iowa with two sisters, graduate of UNI, an avid Chicago Bears and Cubs fan, loves to travel to Europe, she has participated in 27 triathlons but never mastered any, loves golf but hasn’t mastered that either, enjoys jogging (she used to run), and loves spending time in Lake Okoboji or on Lake Minnetonka with her husband, Bob and sons, Dillon and Tommy, and dog (boxer) Charlie.
Aimee Bauman, CFP®, ChFC®, CLU®
Aimee is the Senior Financial Advisor specializing in high net worth cash flow and estate planning. Aimee will be a main contact for our wealth planning services. She is also a member of the Investment Committee. Aimee is CFP® certified and has been in financial services since 1999. She graduated from Gustavus Adolphus College. She joined CAISSA in 2019.
Aimee’s weekends are filled with boating and cheering on sports teams with her husband and sons. Cooking is a passion but she never makes the same recipe twice, particularly once mastered. In her spare time, she enjoys playing drums and helping her sons learn to love music too.
Merissa Perkins, CFP®
Merissa assists with the financial planning and marketing for CAISSA. She is a contact for financial planning questions and information.
Merissa has been in the insurance and financial services industries since 1999 and has been with CAISSA since 2016.
Merissa enjoys spending her free time with two children, Katelyn and Anthony. In the winter months, you might find her curled up reading a book or playing family board games. In the summer, Merissa can be found with her family riding the roller coasters at Valleyfair or spending time outdoors in general.
Julie Betchwars, CFP®
Julie is the Director of Financial Planning. She will be your main contact for creating and updating the financial plan and tax projections. Much of the communication and documents gathering will go through her. Julie has been in the financial services industry since 1987 and graduated from Gustavus Adolphus. She has been with CAISSA since 2014.
She spends most of her free time with her family at their cabin in Crosslake, MN. They enjoy boating, fishing, biking and kayaking and currently, Julie and her husband Mike are working on their goal of kayaking the entire 115 miles of the Whitefish Chain of Lakes’ shoreline.
Amy Ziegler has been in the financial services industry for over 25 years. She joined CAISSA Wealth Strategies in February of 2021 as an Operations Specialist.
Amy specializes in helping clients with their wealth management needs within their accounts held at Charles Schwab. She strives to provide a high level of client service, and enjoys working directly with clients and getting to know them. Prior to CAISSA Wealth Strategies, Amy was an Operations Specialist for an investment firm in Wayzata for 25 years.
Outside of work, Amy enjoys spending as much time as possible with her kids and finding things to do together as a family – she especially enjoys their time spent on the beaches in Fort Myers and Sanibel. Florida. Thanks to her dog Angus, she is learning to embrace all of the seasons in Minnesota, and they typically walk three to four miles a day – rain or shine. She looks forward to bike rides in the summer and is learning to paddleboard – with the goal of mastering a headstand on the board without falling into the lake.
Melissa Hoffman, FPQP™
Melissa Hoffman has been in financial services since 2015. She joined CAISSA Wealth Strategies in February 2021 as an Associate. Melissa brings a high level of personalized service to clients in all daily aspects of client account and financial planning needs.
Prior to CAISSA Wealth Strategies, Melissa was a Client Service Associate for another local investment firm for 5 years where she worked with high-net worth individuals and families. Prior to that, she worked in the school district as a Para-professional with special education students.
Melissa enjoys spending as much time, with her 3 adult boys, Tanner, Tucker and Quinn, as she can. She also enjoys being outside, going for walks, riding bike and finding fun new restaurants. She is an avid Vikings fan but enjoys watching and cheering on any Minnesota sports teams.
Lucas is an Investment and Financial Planning Associate. Lucas graduated magna cum laude from the University of Minnesota-Duluth with a degree in Financial Markets Finance. He joined CAISSA Wealth Strategies in 2020 as an Investment Specialist. Lucas’ experience reaches into corporate finance where he completed an internship with Dow Jones. During his senior year, he actively co-managed the Bulldog Fund by performing fundamental and technical analysis on S&P 500 equities. Lucas enjoys spending time at his cabin in northern Minnesota where he likes to fish and water ski. He is also a big sports fan, especially of the Minnesota Wild.