Broker Check Logo.png

John Caserta, MSFS, ChFC

Managing Director

John began his career in financial services in 2001 as a risk analyst for the international property group at Marsh & McLennan. As an analyst, John was responsible for working directly with international financial institutions to develop risk management programs. His knowledge and research of complex financial instruments and market data led him to authored and published numerous articles for financial publications explaining these difficult concepts. He developed a passion for educating the public about complex financial trends and their impact on individual investors. He frequently gives presentations to individuals and business owners educating them on such topics as employee benefits, business continuity, and retirement planning.

In 2005, John began a financial services practice to help individuals and businesses owners evaluate and manage their own financial decisions. Caserta & de Jongh, LLC is based on the premise that with our knowledge and our client's vision for the future, innovative and creative financial solutions can be designed and implemented to help achieve financial success. As a graduate of Yale University, John remains dedicated to his alma mater by speaking and presenting to both undergraduate and graduate students about making intelligent financial decisions. John is involved in a number of civic organizations throughout Connecticut including the North Haven Rotary Club and The Yale Club of New Haven.

John is fluent in Italian and is actively involved in the Italian-American community. John is also an accomplished musician. He began playing trumpet at the age of 10, and has since gone on to play with orchestras, concert bands, marching bands and jazz ensembles through the United States and abroad including Europe and Africa.

John's licenses and designations include ChFC, Series 7, 66, Life and Health, and he is an Investment Adviser Representative of Hornor, Townsend and Kent, LLC., (HTK).Investment Advisory Services including fee-based planning are exclusively offered through HTK. John has his Master of Science in Financial Service (MSFS) from The American College.

 

Nathalie Edeen

Associate Advisor

Nathalie is a graduate of Southern CT State University, with a BA in Business Management. She began her career in insurance with Liberty Mutual in 2014 and joined the team of Caserta & de Jongh, LLC in 2015. She currently holds her license for Property & Casualty and Life Insurance and her Investment License. Nathalie is a Meriden native but currently lives in Wallingford, CT. In addition Nathalie speaks fluent Polish and has deep roots in the Polish community.

Nathalie is a Registered Representative of Hornor, Townsend, & Kent, LLC.

Broker Check Logo.png
 

Amy Crookshank

Financial Advisor

Amy Crookshank is a financial advisor who works with our current clients to help them stay on track to reach their financial goals. Amy understands firsthand how important a strong financial plan is to families.  She believes in holistic financial planning while keeping the client’s goals top of mind.

Amy has been in the financial services industry since 2015 and has found a passion with working with growing families. She has in depth knowledge on college planning and women owned businesses.

She is very committed to her New Milford, CT community where she is involved in several nonprofit organizations.

Amy is a Registered Representative with HTK.

Broker Check Logo.png
 

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. 

 
B56A9207_websize.jpg

Holly Calandra

Director of Operations

Holly graduated from Briarwood College with a degree in Early Childhood Education in 1993. She began her career in 1997 with The Hartford Life Insurance Company, working her way from a Service Specialist to Team Leader. During her time at The Hartford, she received recognition for her outstanding customer service, attention to detail, and financial accuracy from the prestigious DALBAR corporation. She joined Robert de Jongh at NEi Financial in 2004, and continues to be the driving force behind the constant high level of service that we provide to our clients here at Caserta & de Jongh, LLC.

Holly is Series 6 Licensed and a Registered Representative of HTK

 

Jennifer Setaro

Administrative Assistant

Jen is a graduate of Central Connecticut State University with a Bachelors Degree in Education. She worked as an Elementary School teacher for several years before joining our team to fulfill the many administrative tasks required to ensure secure record keeping and scheduling here at Caserta & de Jongh, LLC.

B56A9222_websize.jpg
 

Our Knowledge.

Your Vision.

TM

Caserta & de Jongh, LLC
Company
Who We Are
Contact Us
Privacy Policy
Contact
Office: (203) 272-9111

Fax: (475) 655-2781

 

12 Elm Street

North Haven, CT 06473

info@caserta-dejongh.com

What our lawyers want us to say:

Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 187 Danbury Road, 2nd Floor, Wilton, CT 06897  (203) 966-2636. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company.  Caserta & de Jongh, LLC is independent of HTK, LLC. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. 

Check the background of your financial professional on FINRA's BrokerCheck.

Investment advisory and financial planning services are provided by John Caserta, HTK Investment Adviser Representative. Our representatives are insurance and securities licensed in our home state of CT, as well as additional states.  For more information, please contact our office.  This is not an offer or solicitation in any state where not properly licensed.

2927872RB_Feb23