In This Issue:

Kelly S. Olson Pedersen, 
CFP®,  CDFA
7825 Washington Ave., Suite 625
Bloomington, MN 55439
Main Line: 952-777-2270
TORPEDO PROOFING RETIREMENT VISIONS 
Expect more from your financial advisor.
A Note From Caissa

Thank you clients and colleagues for humoring us and working with our "far-in-advance" scheduling for meetings this last quarter. You were all wonderfully flexible in meeting earlier in the year so that I could meet with everyone prior to us having our baby.  THANK YOU..... because he was born early!  Apparently, he is not yet aware of how his Mom likes schedules and predictability!!!    I'm just happy I made it back in time as I was just boarding a plane from our Wisconsin office (Investment Committee meeting) when I got the news! 

  

Tommy Dean Pedersen joined our family on November 30th at 9:33 pm weighing 7 pounds, 14 ounces (2 weeks early!) and was 21 inches long.   



Bob and I are so happy and feel incredibly blessed as we finally get to meet Tommy,



and Dillon loves being a big brother....so far!



While I am on leave with Tommy; Julie, Denise and Merissa are holding down the fort.  During this time, while I may not respond directly to emails and phone calls, I will be checking in with the office periodically.   If you need to get a hold of me for an important matter that can't wait, please try to contact Julie, Denise or Merissa and they will make sure to get the message to me. 

As mentioned in our last newsletter, Caissa's "5 Days of Giving" is in full swing. Voting is still open, so make sure to visit this post on our Facebook page or send us an email, and let us know your favorite charity by December 14th.  You can share the Facebook post with your friends and family and they can vote as well.  We will post the winning charities starting on December 19th.

The entire CAISSA team would like to wish each and every one of you the joy of family, the gift of friends and the best this holiday season and into 2017!
 
Cheers!

Kelly, Julie, Denise and Merissa  


CAISSA Wealth Strategies
7825 Washington Ave., Suite 625
Bloomington, MN 55439
Main Line: 952-777-2270

Expect more from your financial advisor.