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The Anatomy of a Supplemental Health Plan

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Experience Matters

NetVEST Financial, LLC is an independent wealth and estate management firm located in Scottsdale, Arizona. Please click on the following links to view the principles that are important to our firm:

  • Independence

  • Communication 

  • Education

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Featured Team Member

John M. Cartolano (founder)

NetVEST Financial LLC is owned and operated by founder John M. Cartolano. A veteran in the financial services industry, John has been providing tax-advantaged investment, financial, retirement, & estate planning strategies and services...

Jayson C. Walker, Sr.

As NetVEST’s Executive Vice President, Jayson Walker Sr. uses his extensive knowledge and experience in retirement planning, investments, family wealth preservation, estate planning, long term care and insurance. His goal is to...

Kristi Cartolano

With over a decade of experience in marketing, sales management, and project development, Kristi Cartolano brings a creative mind to the NetVEST table. She serves as NetVEST’s Director of Marketing as well as Estate Planning...

Hermila Hurtado

As NetVEST’s Client Service Manager, Hermila (Hermy) Hurtado is responsible for enhancing our client experience by working closely with the marketing and operations departments. She has been a presence at NetVEST since 2007 and...

Andrea Sandry

Andrea Sandry re-joined the operations department in 2011 after a several-year hiatus and serves as NetVEST’s Administration & Technology Director. In addition, to her role as NetVEST’s internal accountant she also handles...

Michael Cartolano

Michael Cartolano, Paraplanner, joined NetVEST in 2012. Michael is involved in research, preparing client reports, assisting with portfolio design, and helping create proposals designed to fit our client’s particular...

Kat Candreva

Kat Candreva has been a driving presence at NetVEST since 2012. As NetVEST’s Vice President of Operations

Sue Shannon

As NetVEST’s Tax Planning Coordinator and Estate Planning Liaison, Sue Shannon works primarily with Mr. Cartolano and Mr. Walker in the executive department of the firm. Sue obtained a bachelor’s degree in Management and...

James (Jim) Lesniewski

James (Jim) Lesniewski is NetVEST’s Vice President. Jim joins us as an accomplished wealth advisor with 24 years of experience in the industry. Jim spent 11 years in the US Air Force, leaving with the rank of Staff Sergeant....

Tamra Schertzer

With over twenty years in the customer service industry, Tamra Schertzer joined NetVEST in 2017 as our Director of First Impressions. Prior to NetVEST, she spent time in multiple managerial positions, where her duties focused on client...

Kelly Carlsen

Kelly Carlsen joined NetVEST in August of 2012 with a diverse background in financial services, management and as an entrepreneur. Before NetVEST, Kelly applied her sixteen years of financial services management skills at Bradley...

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2019 FMG Suite.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. Financial Planning offered through NetVest Financial, LLC a registered investment advisor and separate entity.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, AR, CA, CO, FL, GA, HI, ID, IL, IN, IA, KY, KS, LA, MD, MA, MI, MN, MS, MO, MT, NE, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, UT, VT, VA, WA, WI, WY.

Contact

Netvest Financial, LLC
Office: (602) 230-8222
Toll-Free: (800) 889-8222
Fax:(602) 230-1004

9059 E. Bahia Drive
Scottsdale, AZ 85260

[email protected]

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