Secure Act Summary

January 2, 2020

By Kelly Olson Pedersen, CFP® The Secure Act — which stands for “Setting Every Community Up for Retirement Enhancement” — enacts many new provisions intended to strengthen retirement security across […] READ MORE >

CAISSA Spotlight: Meet Kelly

November 27, 2019

For this month’s spotlight, we’re profiling our Founder and CEO Kelly S. Olson Pedersen, who founded CAISSA in 2009. What gets you excited about your work? I love identifying and taking […] READ MORE >

Kelly Receives Top Women in Finance award

November 22, 2019

Last night Kelly received a Top Women in Finance award from Finance & Commerce. The Minnesota publication’s annual awards recognize women who are making an impact in their professions and […] READ MORE >

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 […] READ MORE >

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