Broker Check
 

Team

 
John Cartolano

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...

Read more

Jayson Walker

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...

Read more

Jim Lesniewski

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....

Read more

Michael Cartolano

Michael Cartolano

Paraplanner

(602) 230-8222

(602) 230-1004

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...

Read more

Kristi Cartolano

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...

Read more

Andrea Sandry

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...

Read more

Kat Candreva

Kat Candreva

Vice President, Operations

(602) 230-8222

(602) 230-1004

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

Read more

Hermila Hurtado

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...

Read more

Sue Shannon

Sue Shannon

Tax Planning Coordinator, Estate Planning Liaison

(602) 230-8222

(602) 230-1004

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...

Read more

Kelly Carlsen

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...

Read more

Tamra Schertzer

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...

Read more