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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

... Learn More

 

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 nearly two decades 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 joined NetVEST in 2012. As an Account Executive, Michael takes a comprehensive approach to wealth management for his clients that includes developing personalized strategies aimed at accumulating & protecting wealth, 

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 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...

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...

Elvio Scaramella

Elvio Scaramella joined NetVEST in 2019, bringing with him over 20 years of experience in the financial industry. As Managing Director of Business Development at NetVEST, Elvio oversees and specializes in business production strategies...

Verene C.

Verene joined NetVEST in 2016 as a part time employee. As Chief Barketing Assistant, she ensures that everything that needs barked at gets barked at. Sometimes repeatedly. As our Morale Director she enjoys lifting people's spirits by...

Eric Dye

Eric Dye is NetVEST’s Director of Client Relations. Prior to joining NetVEST in 2019, Eric utilized his 30+ years of experience in the financial services industry at various firms, including JP Morgan/Chase, Financial Engines,...

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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.

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Copyright 2021 FMG Suite.

Securities offered through Registered Representative of Cetera Advisor Networks, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), Member FINRA/SIPC. Advisory services are offered through Summit Financial Group, Inc., a registered investment advisor. Additional advisory services are offered through NetVEST Financial, LLC. Summit and Cetera are affiliated and are under separate ownership from any other named entity. John CA Insurance License #0B87071  Jayson CA Insurance License# 0D07035

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Contact

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

9059 E. Bahia Drive
Scottsdale, AZ 85260

info@netvestllc.com

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