In November, we welcomed Brad Heideman to Caissa Wealth Strategies as our new Senior Investment Advisor.

We had him answer a few questions to get to know him better.

• What is your role at CAISSA?
  • Brad: I work with investments, so I trade accounts, do due diligence on the investment options we choose, monitor economic releases, and partner with the planning team to help clients reach their goals.

• Why financial services?
  • Brad: I’ve always had an interest in investing, and in high school, I discovered that I liked economics as well. Financial services tie both interests together.

• What gets you excited about your work?
  • Brad: I like coordinating with the planning team to come up with a strategy and being able to check in periodically to confirm that we are either on track or need to make adjustments.

• What is the best career lesson you’ve learned so far?
  • Brad: To be curious and to embrace change.

• What would you do for a career if you weren’t doing this?
  • Brad: Probably something lab related in microbiology or virology.

• What is your personal motto?
  • Brad: Measure twice, cut once.

• What is one food that you can’t resist?
  • Brad: I get excited when I see a Cuban sandwich on the menu.