Meet the Team
Who We Are
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!
John
Caserta
Dalton
Everett
Michelle
Caserta
Nathalie
Edeen
Deanne
Annunziato
Gimli
Theo
Office Support
John Caserta, MSFS, ChFC®, RICP®, CLU®
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.
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, born in August 2023.
Nathalie Edeen
Chief Planning Officer
As a financial advisor who loves what she does, Nathalie prides herself on providing high quality customer service to clients. Her proficient process is a very hands-on experience where she discusses their vision of financial success while keeping their goals in mind to develop a recommendation that suits your specific situation. She is passionate about educating clients about their options and continues to monitor their progress to provide them with a delivery well above the expectations that they could have imagined.
Nathalie is a graduate of Southern Connecticut State University, with a Bachelors degree in Business Management. When Nathalie isn't working, she enjoys spending time with her husband and her 2 year-old daughter Brooke, as well as running. She has been working with the Caserta & de Jongh team since 2015 and is working towards her ChFC® designation.
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.
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.
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.
Deanne resides in North Haven, CT with her husband Angelo and daughter Maia.
Dalton Everett is a 2020 graduate of Southern Connecticut State University where he pursued a degree in Communication, concentrating in Advertising and Promotions.
Eager to learn and fresh in the Marketing field, Dalton started this position with us in October of 2021.
Dalton lives right in North Haven and has the strength to keep our clients engaged with us in-person and online.
Dalton Everett
Marketing Coordinator & Operations Associate
Michelle Caserta
Operations Associate
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.
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.
