CAISSA Spotlight: Meet Kelly

November 27, 2019

CAISSA Spotlight: Meet Kelly 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 […] READ MORE >

Kelly Receives Top Women in Finance award

November 22, 2019

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

Get to Know Aimee Bauman, CFP®

September 24, 2019

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

Kelly Named a Top Woman in Finance

September 23, 2019

Kelly Named a Top Woman in Finance Finance & Commerce has named its 2019 Top Women in Finance and recognized Kelly among its distinguished list of honorees.   Finance & […] READ MORE >

CAISSA Spotlight: Meet Merissa

August 16, 2019

CAISSA Spotlight: Meet Merissa 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? […] READ MORE >

Taking action in good financial markets

July 24, 2019

Taking action in good financial markets A note from Kelly Pedersen, CFP® Too many times it’s only when media outlets are reporting that the market has “crashed” that people want […] READ MORE >

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