Meet The Team
Driven and dedicated, our team of professionals always puts your needs first. With the experience and insight to help turn your financial goals into reality, we are here to guide you through a thoughtful, personalized process that brings you clarity, confidence, and peace of mind.
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John Caserta, MSFS, ChFC®, RICP®, CLU®, AIF®
President & CEO
John Caserta is a leading Chartered Financial Consultant with a Masters in Financial Services and a highly-sought after authority on personal finances. In addition to regularly appearing on Good Morning Connecticut on WTNH, John has been featured in articles for numerous publications including The Wall Street Journal, US News & World Report, Business Insider, and more. He has traveled throughout the country educating thousands on how to take control of their personal finances at numerous universities including Yale, UConn, Ohio State, and more.
John's dedication is evident in his growing professional designations. As a Retirement Income Certified Professional (RICP®), he helps clients with Social Security, pension plans, annuities, and tax-efficient withdrawal strategies. His Certified Life Underwriter (CLU®) designation adds expertise in insurance and risk management. He is also an Accredited Investment Fiduciary (AIF®) .
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John is an active member of the Yale community, serving on the Board of Governors and as the past President of the Yale Club of New Haven. He was awarded the Yale Alumni Association's Leadership Award. He lives in North Haven, CT, with his wife, Adriana, and their daughter, Karina.
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Nathalee Edeen
Chief Planning Officer
As a financial advisor who truly loves what she does, Nathalie is committed to delivering exceptional client service. Her approach is highly personalized and hands-on—she takes the time to understand each client’s vision of financial success and builds tailored recommendations that align with their goals. Nathalie is passionate about educating clients on their options and continuously monitors their progress to ensure they receive a level of service that exceeds expectations.
Nathalie earned her Bachelor’s degree in Business Management from Southern Connecticut State University. Since joining the Caserta & de Jongh team in 2015, she has remained dedicated to supporting clients through every stage of their financial journey. She is currently working toward her ChFC® designation to further deepen her expertise.
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Outside the office, Nathalie enjoys running and spending time with her husband and daughters, Brooke and Noel.
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Nathalie is a Registered Representative of Hornor, Townsend & Kent, LLC.
Deanne Annunziato
Chief Operations Officer
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.
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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.
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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.
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Deanne resides in North Haven, CT with her husband Angelo and daughter Maia.
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Michelle Caserta
Michelle Caserta is a graduate of Fairfield University with a B.A. degree in Psychology and M.A. degree in Marriage and Family therapy. She is currently a licensed marriage and family therapist (LMFT). Michelle also holds a CT teaching certificate along with a M.S. degree in special education from Southern CT State University.
Michelle has always had a passion for helping individuals, couples and families navigate life experiences and actualize their fullest potential. Her “client-centered” approach and ability to connect with others translates to all aspects of her work. She believes a collaborative and communicative relationship with clients guides them towards achieving their goals.
Michelle enjoys golfing, sporting events, vacation and, most of all, spending time with her family.
Operations Associate
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Haley Stanley
Marketing & Operations Associate
Haley recently graduated with honors from Fairfield University with a B.S. in Marketing and a minor in Graphic Design. She is currently pursuing her MBA at Fairfield to continue expanding her knowledge and skill set in the business world.
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Haley supports the firm’s marketing and client communication efforts, with a focus on clarity, consistency, and client education. She assists in developing materials designed to help clients understand their financial plans and stay informed throughout the process.
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Originally from New Hampshire, Haley enjoys gardening, cooking, traveling, and spending quality time with friends and family.
Theo
Gimli
Office Support
Office Support
