A respected financial advisor, Aimee Bauman is skilled at providing wealth planning solutions to individuals with complex needs. At Caissa Wealth Strategies, she leads a team of planning advisors and works directly with high-net-worth families to deliver a planning experience that aligns their wealth with their values and priorities. To deliver the Minneapolis firm’s initiative of having a “personal CFO experience,” Bauman recently mapped out a Caissa client journey, defining client values at various stages of their lives to deliver wealth management services more effectively. For example, she recently worked with a family to transition its business to the next generation, which entailed updating estate plans and business agreements, securing financing for business expansion, and prioritizing philanthropic values. “She is recognized as a team player with a strong work ethic, consistent attention to detail, integrity, and commitment to success,” says Caissa founder and CEO Kelly Pedersen.