Meet the Team
Who We Are
Hardworking and motivated, our team of professionals strives to keep our client's needs at the top of their minds. We have the experience we need to make sure that YOUR financial dreams can come true, while creating an exciting, yet relaxing journey that will make you happy that you chose us!
John
Caserta
Amy
Crookshank
Deanne
Annunziato
Dalton
Everett
Nathalie
Edeen
Gimli
Theo
Office Support
John Caserta, MSFS, ChFC®, RICP®, CLU®
Managing Director
John Caserta is a leading Chartered Financial Consultant with a Masters in Financial Services and a highly-sought after authority on personal finances with a passion for educating people about all-things-money. In addition to regularly appearing on Good Morning Connecticut on WTNH, John has been featured in and authored articles for numerous publications including The Wall Street Journal, US News & World Report, Business Insider, and Advisors Magazine. He has traveled throughout the country educating thousands on how to take control of their personal finances and has spoken at numerous universities including Yale, Sacred Heart, UConn, Vassar, and Ohio State.
Dedication and motivation are no stranger to
John with his growing designations. With John's
RICP® (Retirement Income Certified Professional),
he has the knowledge to assist clients with Social
Security, pension plans, annuities, tax-efficient
withdrawal strategies, and more! Additionally,
John's CLU® (Certified Life Underwriter) provides
him with comprehensive training in insurance and
risk management. With this knowledge, John can better assess clients' insurance needs and help them select appropriate policies to protect their financial well-being.
In addition to serving as an At-Large Delegate for the Yale Board of Governors, John serves as immediate past President of the Yale Club of New Haven and is the recipient of the Leadership Award for Volunteer Innovation & Service by the Yale Alumni Association. John and his wife Adriana live in North Haven, CT where they recently welcomed their first child Karina Blakaj Caserta on August 30th, 2023!
Nathalie Edeen
Financial Advisor & Planning Specialist
As a financial advisor who loves what she does, Nathalie prides herself on providing high quality customer service to clients. Her proficient process is a very hands-on experience where she discusses their vision of financial success while keeping their goals in mind to develop a recommendation that suits your specific situation. She is passionate about educating clients about their options and continues to monitor their progress to provide them with a delivery well above the expectations that they could have imagined.
Nathalie is a graduate of Southern Connecticut State University, with a Bachelors degree in Business Management. When Nathalie isn't working, she enjoys spending time with her husband and her 2 year-old daughter Brooke, as well as running. She has been working with the Caserta & de Jongh team since 2015 and is working towards her ChFC® designation.
Nathalie is a Registered Representative of Hornor, Townsend, & Kent, LLC.
Amy Crookshank
Financial Advisor & Planning Specialist
Vice President of the Gridiron Club, a non-profit in her hometown of New Milford, CT, Amy Crookshank is a financial advisor who works with our current clients to help them stay on track to reach their financial goals. Amy has been in the financial services industry since 2015 and has been with us since 2020, having over 7 years of financial planning with her. Amy understands firsthand how important a strong financial plan is to families, having a family of 5 of her own.
Not only has she found a passion for working with growing families, but she also has in-depth knowledge of college planning and women-owned businesses, making her an extremely well-rounded individual capable of handling clients' needs.
Amy graduated from Quinnipiac University in Hamden, CT. Passionate on the topic, Amy is also Special Needs certified. She is currently working towards her ChFC® designation.
Dalton Everett
Marketing Coordinator
Dalton Everett is a 2020 graduate of Southern Connecticut State University where he pursued a degree in Communication, concentrating in Advertising and Promotions.
Eager to learn and fresh in the Marketing field, Dalton started this position with us in October of 2021.
Dalton lives right in North Haven and has the strength to keep our clients engaged with us in-person and online.
Deanne Annunziato
Administrative Assistant
Deanne Annunziato is a graduate of University of Connecticut with an MA in Speech-Language Pathology. For nearly 25 years, she specialized in cognitive rehabilitation for adults in medical care facilities.
Her subsequent experience with office management and book keeping are part of the skillset she brings to provide coordination and facilitation of services for clients.
Additionally, Deanne is a classically trained artist with a focus on traditional realism and ancient techniques. In her spare time, she enjoys drawing, painting in oil or egg tempera, and sharing her knowledge with others teaching workshops.
Deanne resides in North Haven, CT with her husband Angelo and daughter Maia.
Bob de Jongh
Retired Founding Partner
Bob de Jongh started his financial services career in 1973 with Penn Mutual Life following a four year tour with the US Air Force during the Vietnam War.
Bob was one of the original founders of Caserta & de Jongh, LLC and has since retired but is still a sounding board for the organization.
Bob has been married to his wife, Donna, for over 45 years and has 3 children; Jennifer, Stacie and Kate and two grandchildren, Mason and Kaylee.
