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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.

John Caserta

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!

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John Caserta

Managing Director, MSFS, ChFC®

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.

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.

Nathalie Edeen

Financial Advisor & Planning Specialist

With a strong and growing client base, Nathalie prides herself on providing high-quality customer service to clients, many of whom are female social workers with their own business.

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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.

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. 

Corey House

Associate Advisor

Graduating from Penn State University with a Chemistry degree in 2014 and receiving his Masters in Chemistry from UConn in 2017, Corey made a career change in 2022 to follow his passion of teaching financial  literacy.

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