Our Team
Kelly S. Olson Pedersen, CFP® | CDFA
Founder
Kelly@CaissaWealth.com
612-426-7352
Kelly is the founder of CAISSA Wealth Strategies, a Minneapolis-based RIA firm she established in 2009 to align clients’ wealth with their personal values. With 25 years of experience, she specializes in investment planning, tax strategies, and estate planning, guiding clients through complex transitions such as business succession, retirement, divorce, and inheritance. As CEO, Kelly personally leads CAISSA’s investment planning, tax strategy, and estate planning efforts to ensure every client receives tailored solutions.
Prior to founding CAISSA, Kelly worked at two national accounting firms, where she honed her expertise in investment management and tax strategy. Her innovative approach to wealth management includes creating strategies like Torpedo Proofing Retirement Visions, R.U.L.E.S.-based investing, and Tranches of Income, providing clarity and confidence to clients’ financial plans.
Kelly has earned numerous accolades, including recognition as a Minneapolis/St. Paul Business Journal Women in Business honoree and a Women In Finance. Her insights have been featured in Investment News, and the Wall Street Journal.
Originally from Northwest Iowa, Kelly enjoys golf, jogging, and traveling across Europe. She cherishes time spent with her husband, Bob, their sons, Dillon and Tommy, and their French Bulldog, Bernie, at Lake Minnetonka and Lake Okoboji.
Aimee Bauman, CFP®, ChFC®, CLU®
Director of Wealth Planning
Aimee@CaissaWealth.com
612-426-7361
Aimee is the Director of Wealth Planning specializing in high net worth cash flow and estate planning. Aimee will be a main contact for our wealth planning services. She is also a member of the Investment Committee. Aimee is CFP® certified and has been in financial services since 1999. She graduated from Gustavus Adolphus College. She joined CAISSA in 2019.
Aimee’s 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. In her spare time, she enjoys playing drums and helping her sons learn to love music too.
Andrew Campbell, CFP®
Senior Wealth Planner
Andrew@CaissaWealth.com
612-426-7369
Andrew is a Senior Wealth Advisor specializing in the high net worth client experience, including cash flow, estate, insurance, and wealth transfer planning. Andrew is CFP® certified and has been in financial services since 2006. He graduated from the University of Wisconsin-Madison.
Prior to joining CAISSA in 2021, Andrew worked in wealth management at one of the nation’s largest national banks. He focused on providing wealth planning services to high net-worth and ultra-high net worth clients and their families.
Andrew spends much of his free time at the family cabin in northern Minnesota. He also loves to travel, including skiing in the mountains of Colorado and relaxing in the warm desert sun of Palm Springs, California. One of Andrew’s favorite hobbies is anything food related – he loves trying new recipes and venturing to new eating destinations.
Merissa Perkins, CFP®
Senior Wealth Planner
Merissa@CaissaWealth.com
612-426-7835
Merissa assists with the financial planning and marketing for CAISSA. She is a contact for financial planning questions and information.
Merissa has been in the insurance and financial services industries since 1999 and has been with CAISSA since 2016.
Merissa enjoys spending her free time with 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 roller coasters at Valleyfair or spending time outdoors in general.
Ryan Zywotko, CFA, CMT
Director of Investments
Ryan@CaissaWealth.com
612-426-7825
Ryan serves as the Director of Investments at CAISSA Wealth Strategies. He joined the team in 2022, and specializes in investment research, asset allocation and portfolio construction at CAISSA. Ryan has been working in the financial industry since 2007 and holds both CFA (Chartered Financial Analyst) and CMT (Chartered Market Technician) designations.
Ryan enjoys spending time with his wife Sada, son Charlie, and their two French Bulldogs, Gracie and Olive. Ryan is an avid Pittsburgh sports fan and enjoys traveling, playing golf and cooking.
Julie Schindel, B.B.A.
Senior Operations
JulieS@CaissaWealth.com
612-426-3382
Prior to joining Caissa, Julie worked in operations across multiple sectors including commercial aviation, service, manufacturing, and property management. A wearer of many hats, and wrangler of operational tasks, bringing a broad depth of experience. Previous roles include Director of System Operational Control – Champion Air, Divisional Director of Operations -Regis Corporation and Vice President of Operations- Global Aviation. She joined CAISSA Wealth Strategies in 2022 as an Operations Specialist.
Julie and her husband Jon are recent empty nesters and can be found in the summer boating on Lake Minnetonka. In the winter, the whole family are Minnesota WILD fans and can be found at games or tucked in watching from the couch. Julie is known to enjoy a French 75, a chilly winter day skiing at Big Sky, or a swim in one of Minnesota’s legendary lakes.
Julie Betchwars, CFP®
CAISSA Alum
Julie was our previous Director of Financial Planning. Julie has been in the financial services industry since 1987 and graduated from Gustavus Adolphus. She was with CAISSA from 2014 to 2023. She is now retired with her family at their cabin in Crosslake, MN. They enjoy boating, fishing, biking and kayaking and currently, Julie and her husband Mike are working on their goal of kayaking the entire 115 miles of the Whitefish Chain of Lakes’ shoreline.