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CAISSA SPOTLIGHT: Meet Andrew Campbell

October 28, 2021

  Andrew Campbell Senior Wealth AdvisorAndrew@caissawealth.com(952) 208-1452 Andrew’s Bio SPOTLIGHT Interview ~What is your role at CAISSA? (i.e. How would you explain your job to someone new to financial services?)~ […] READ MORE >

CAISSA SPOTLIGHT: Meet Melissa Hoffman

October 1, 2021

Melissa Hoffman Client Relations SpecialistMelissa@caissawealth.com(952) 777-2274 Melissa’s Bio SPOTLIGHT Interview ~What is your role at CAISSA? (i.e. How would you explain your job to someone new to financial services?)~My role […] READ MORE >

CAISSA SPOTLIGHT: Meet Amy Ziegler

August 31, 2021

Amy Ziegler Operations Specialist amy@caissawealth.com (952) 247-0179 Amy’s Bio     SPOTLIGHT Interview ~What is your role at CAISSA? (i.e. How would you explain your job to someone new to […] READ MORE >

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 >

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 >

CAISSA Spotlight: Meet Julie

May 8, 2019

CAISSA Spotlight: Meet Julie 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 […] READ MORE >

Job Opening: Associate Planner

March 12, 2019

Job Opening: Associate Planner CAISSA has grown rapidly and we are looking to welcome an additional Associate Planner to the team! If you are or you know anyone who might […] READ MORE >