Advisor Meetings

Choose between 4 of our skilled fiduciaries that have extensive knowledge of financial planning! Click on any of the icons to connect with our financial experts at your convenience.

Financial Report

Over 20 years of
collective
experience!

Because, we care.

As fiduciaries, we work with you to create custom financial plans that focus on strategy - not product - to help you achieve your goals no matter how simple or complex.​ So whether you need help with one thing or everything, we're here for you. At Caserta & de Jongh, it's Our Knowledge. Your Vision.

Book a Meeting | John Caserta

John Caserta

Managing Director

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Book a Meeting | Nathalie Edeen

Nathalie Edeen

Financial Advisor & Planning Specialist

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Book a Meeting | Amy Crookshank

Amy Crookshank

Financial Advisor & Planning Specialist

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Corey House

Associate Advisor

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