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 Caissa, 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 road map. The ultimate goal is to provide clarity on successfully achieving objectives with confidence.
Aimee previously 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.
During her free time, Aimee enjoys spending time with family and friends. Her weekends are filled with boating and cheering on sports teams with her husband and sons.
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 women who are making an impact not only in their professions but also in their communities in Minnesota. Congratulations, Kelly, on this honor!
We're excited to share that we recently moved offices! We stayed in the same building - just moved up one floor to suite 725 and doubled our square footage. The newly renovated space includes additional conference rooms to meet with clients and offices for our growing team.
We can't wait for you to see our new space!
Teaching Kids about Money
With the new school year underway, now is a good opportunity to introduce key financial lessons to your children or grandchildren.
To help you as you share these life skills with the kids in your life, we've compiled some great resources. Read more here.
