Kelly S. Olson Pedersen, CFP® | CDFA
Kelly founded the company in 2009. She has been in the financial services industry since 1999.
Kelly manages her clients’ wealth and investments from the accumulation stage throughout the retirement phase. She also provides financial planning and guidance to people going through a divorce. She is focused on providing a clear plan to build and preserve wealth in a prudent manner by incorporating a personal wealth plan and investment strategy. Prior to founding CAISSA, Kelly provided eight years of investment management, tax preparation and wealth planning to clients at two large regional accounting firms in the Twin Cities. She also spent a few years at two international brokerage firms.
Kelly has her B.S. in Finance and Economics with a minor in accounting from the University of Northern Iowa and has earned her Series 63, 65 and 7.
Tidbits about Kelly : She is a farm girl from Northwest Iowa with two sisters, an avid Chicago Bears fan, her last trip was to Spain, she has participated in 27 triathlons but never mastered any, loves golf but hasn’t mastered that either, enjoys jogging (she used to run), and loves spending time in Lake Okoboji with her husband, Bob and sons, Dillon and Tommy.
Julie Betchwars, CFP®
Director of Financial Planning
Julie has been in the financial services industry since 1987. She started her career with a financial planning and accounting firm in Minneapolis and while there she earned her Series 7, 63 and 66 licenses. In addition, she earned her CERTIFIED FINANCIAL PLANNER™ certification in 1993.
Julie graduated from Gustavus Adophus College with a B.A. in Business. Along with her education, the solid foundation that Julie built while preparing income tax returns and working with business owners has proved invaluable over the years in serving clients and understanding the complexities of personal financial planning.
Financial Planning for individuals and families is Julie’s passion and she joined CAISSA Wealth Strategies as a Financial Planning Associate in 2014.
Julie spends most of her free time with her family at their cabin on the Whitefish Chain of Lakes in Crosslake, MN. They enjoy boating, fishing, biking and this year they are excited to tour the lakes with their kayaks for the first time.
Aimee Bauman, CFP®, ChFC®, CLU®
Senior Financial Planner
Aimee has been in financial services since 1999. Her background includes 5 years of investment management and 15 years of delivering customized planning solutions. She joined CAISSA Wealth Strategies in 2019 as a Senior Financial Planner.
Aimee empowers individuals and families to create a roadmap for financial success. She expertly leads clients through a planning experience focused on aligning their wealth with their priorities. This planning experience is a process of discovery and understanding, allowing clients to make educated decisions for their personal roadmap. The ultimate goal is to provide clarity on successfully achieving objectives with confidence.
Prior to joining CAISSA Wealth Strategies, Aimee worked as a Senior Wealth Planner at one of the world’s largest banks where she led teams of professionals in analyzing complex situations, implementing best practice initiatives and delivering sophisticated planning results. Aimee specialized in complex cash flows, executive compensation, and estate and wealth transfer planning.
Aimee has her B.A. in Financial Economics and Music from Gustavus Adolphus College and earned her CERTIFIED FINANCIAL PLANNER™ certification in 2005. She has also completed the Chartered Financial Consultant® (2008) and Chartered Life Underwriter® (2012) programs, and is a member of the Financial Planning Association of Minnesota and the Twin Cities Estate Planning Council.
Aimee enjoys spending time with family and friends. Her weekends are filled with boating and cheering on sports teams with her husband and sons. Cooking is a passion but she never makes the same recipe twice, particularly once mastered. Aimee recently discovered the joys of CrossFit and actively supports her family’s activities.
Financial Planning Associate
Merissa has been in the insurance and financial services industries since 1999. She joined CAISSA Wealth Strategies in March 2016 as a Financial Planning Associate.
Merissa assists with the financial planning, investment research and marketing for CAISSA.
Prior to CAISSA Wealth Strategies, Merissa worked as a Client Care Specialist where she managed the operations as well providing clients an exceptional experience with every question and request. She also has several years working in the insurance industry (life, accident & health, property and casualty) and prior to that worked in the small business equipment leasing division of a large bank for over eight years.
Merissa has earned her series 6, 7, 63 and 66 and is currently enrolled in classes that will have her earning her CFP® certification.
Merissa enjoys spending her free time with her two children, Katelyn and Anthony. In the winter months, you might find her curled up reading a book or playing family board games. In the summer, Merissa can be found with her family riding the rollercoasters at Valleyfair or on the boat fishing or tubing.
Denise has been in the financial services since 1999. She joined CAISSA Wealth Strategies in 2012 as an Associate.
Denise provides a high level of personalized service to clients in all daily aspects of client account and financial planning needs.
Prior to CAISSA Wealth Strategies, Denise was a Senior Registered Associate for an international brokerage firm for nine years where she worked with several high-net worth financial advisors. Prior to that, she was with a mutual fund company for 4 years where she earned her series 7, 63 and 65.
Denise enjoys spending her free time with her husband, Jeremy, and two boys, Will and Jack. She spends a lot of time playing and coaching sports, reading books and actively involved in their schools.
Financial Planning Associate
Lucas joined Caissa Wealth Strategies in the spring of 2020 as an Investment and Financial Planning Associate. He was drawn to Caissa because of the customized financial services the team provides.
Lucas graduated magna cum laude from the University of Minnesota-Duluth with a degree in Financial Markets Finance. During his senior year, he actively co-managed the Bulldog Fund, LLC, by performing fundamental and technical analysis on S&P 500 equities. He also participated in the CFA research challenge, representing UMD at the local level. Lucas’ experience also reaches into corporate finance where he completed an internship with Dow Jones working with the content licensing department.
Lucas enjoys spending time at his cabin in northern Minnesota where he likes to go fishing, waterskiing, and hang out with his family and friends. He is also a big fan of Minnesota sports teams, especially the Wild, Vikings, and Twins.