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, CFP®, ChFC®, RICP®, CLU®, AIF®
President & CEO
John Caserta is a Certified Financial Professional® with more than 20 years of experience helping individuals and families make confident, informed decisions about their money. He holds a Bachelor of Arts in Italian Literature from Yale University and a Master of Science in Financial Services from The American College of Financial Services. John is widely regarded for his ability to translate complex financial topics into clear, practical guidance people can actually use.
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John is a frequent financial commentator and has appeared regularly on Good Morning Connecticut on WTNH. His insights have also been featured in major national publications, including The Wall Street Journal, U.S. News & World Report, Business Insider, and others. In addition, he has traveled across the country educating thousands on personal finance, speaking at universities such as Yale, UConn, and Ohio State, among many others.
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John’s credentials reflect both depth and breadth in comprehensive financial planning. In addition to being a CFP® professional, he holds the Chartered Financial Consultant® designation, is a Retirement Income Certified Professional®, a Chartered Life Underwriter® (CLU®), and an Accredited Investment Fiduciary®. His expertise spans retirement income planning, tax-efficient strategies, investment management, insurance and risk management, and estate and legacy planning—allowing him to coordinate all aspects of a client’s financial life.
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Beyond his own professional development, John is deeply committed to financial education, having created the Client Classroom series for clients and co-founded Financial Life After Yale with fellow alumni to educate students, graduate students, and the broader Yale community.
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Deeply connected to the Yale community, John serves as Treasurer of the Yale Club of New Haven and is a past president of the club. He has been honored with the Yale Alumni Association Leadership Award. He lives in North Haven, Connecticut, with his wife Adriana, their daughter Karina, and their boxer Theo.
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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
