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.
Managing Director, MSFS, ChFC®
Meet the Team
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!
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.