< Back to Blog

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 >

Job Opening: Associate Planner

March 12, 2019

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 be interested in this […] READ MORE >

CAISSA Spotlight: Meet Denise

February 19, 2019

Welcome to our new recurring  feature, the CAISSA Spotlight. Periodically throughout the next year, we’ll introduce you to a member of CAISSA. This month we’re profiling Associate Denise Thornburgh, who […] READ MORE >

Torpedo Proofing Retirment Visions

January 29, 2018

Torpedoes are toxic events that can drastically alter your retirement vision.  Because we use our torpedo proofing process with our clients, they tell us they find comfort and confidence in always knowing that […] READ MORE >