Broker Check
 

Team

 

John M. Cartolano (founder)

LPL Financial -- Financial Advisor, Registered Principal, Branch Manager | NetVEST Financial, LLC -- President/CEO

(602) 230-8222

(602) 230-1004

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...

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Jayson C. Walker, Sr.

LPL Financial -- Financial Advisor | NetVEST Financial, LLC -- Executive Vice President

(602) 230-8222

(602) 230-1004

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...

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James (Jim) Lesniewski

LPL Financial – Financial Advisor | NetVEST Financial, LLC – Vice President

(602) 230-8222

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....

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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...

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Kristi Cartolano

Director of Marketing, Estate Planning Liaison

(602) 230-8222

(602) 230-1004

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...

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Andrea Sandry

Administrative & Technology Director

(602) 230-8222

(602) 230-1004

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...

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Kat Candreva

Marketing & Operations Assistant

(602) 230-8222

(602) 230-1004

With an acute eye for detail and organization, Kat Candreva has worked diligently to create maximum efficiencies for the firm. As NetVEST’s Marketing & Operations Assistant, her role spans an array of marketing and operational...

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Hermila Hurtado

Client Service Manager

(602) 230-8222

(602) 230-1004

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...

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Sue Shannon

Executive Assistant, Tax Planning Coordinator

(602) 230-8222

(602) 230-1004

As NetVEST’s Executive Assistant & Tax Planning Coordinator, 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...

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Kelly Carlsen

Senior VP, Business Operations

602-230-8222

602-230-1004

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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Tamra Schertzer

Director of First Impressions

602-230-8222

602-230-1004

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...

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