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Get to Know Aimee Bauman, CFP®

September 24, 2019

Last month we welcomed a new accomplished financial planner to our team, Aimee Bauman, CFP® . Like Caissa, Aimee is passionate about client prosperity. As a senior financial planner at […] READ MORE >

Kelly Named a Top Woman in Finance

September 23, 2019

Finance & Commerce has named its 2019 Top Women in Finance and recognized Kelly among its distinguished list of honorees. Finance & Commerce’s Top Women in Finance honors program recognizes […] READ MORE >

CAISSA Spotlight: Meet Merissa

August 16, 2019

For this month’s spotlight, we’re profiling our Financial Planning Associate Merissa Perkins, who has been a part of our team since 2016. What is your role at CAISSA? I wear a lot […] READ MORE >

CAISSA Spotlight: Meet Julie

May 8, 2019

For this month’s spotlight, we’re profiling our Director of Financial Planning Julie Betchwars, CFP®, who has been a part of our team since 2014. What is your role at CAISSA? As […] READ MORE >

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