• Request a complimentary no-obligation consultation with Netzel Financial today!

    Call Us Call Us
    Here’s our story. We look forward to hearing yours.
    We help create retirement income strategies through insurance products for people in or nearing retirement so they can have confidence in their retirement income.
    Home » Your Firm

    Meet Netzel Financial


    Steven M. Netzel | President, Full Service Financial Advisor

    Steve is the President of Netzel Financial, Full Service Financial Advisors, which focuses on helping those close to retirement and current retirees avoid common financial mistakes when planning for their future. 

    As an advisor, Steve provides objective, comprehensive and independent advice to his valued clients, helping them to preserve their assets and potentially increase their income and reduce taxes.

    Steve is a member of the National Ethics Association, the Better Business Bureau of Central and Northern Arizona and the Chandler Chamber of Commerce, credentials he considers significant when individuals are seeking professional-quality advice.

    Steve was recognized as one of the "Financial Trendsetters" in the December 2012 issue of Newsweek, and in the June 6, 2013, edition of USA Today. He is also an author and a recognized speaker in the Phoenix area.  He co-wrote and published a book with Brian Tracy, “The Ultimate Success Guide: The World's Leading Experts Reveal Their Secrets for Success in Business and in Life,” and a co-author with Steve Forbes, "SuccessOnomics".  Steve has been a frequent guest speaker on KFNX News talk radio.  Steve also hosts his own radio show "Talkin' Money" every Tuesday at 9:00 AM on KFNN Money Radio 1510 AM/93.3 FM across the Phoenix Metro Area.

    In addition to being a valley resident, Steve is also actively involved in the community and his church.

    Join us for on of our educational workshops!  Simply click on "SEMINARS" and Reserve Your Seats Today!

     




     

    Jim Gentrup | Equity Partner and Portfolio Manager

    Jim Gentrup, CFA is a principal of Netzel Financial and serves as portfolio manager. Jim has invested in and researched individual equities for over 25 years, specializing mainly in micro and small-cap stocks.  He has also owned and operated a micro-cap research firm called Discovery Investment Research (DIR). DIR provided research ideas and reports to institutional investors in the United States.  He also successfully launched Ceiba Capital Partners, LP in 2006, the predecessor to the Val Vista Capital Appreciation Fund, LP.  As a result, he has extensive portfolio management and equity research experience.  He has authored research reports on numerous smaller public companies and has consulted to micro-cap hedge fund managers.  Jim combines strong quantitative skills with a thorough qualitative research process to produce companies whose shares have the potential for substantial capital appreciation.  His research process has proven to be successful in many types of markets.  He also capitalizes on an extensive network of colleagues and industry experts.   
     
    Mr. Gentrup also has extensive knowledge of statistics and research methodologies for the purpose of testing and applying trading strategies, and knowledge of many different industries due to his diverse background in finance, mathematics, construction, and retail. He earned a master's in Mathematics & Education from Arizona State University.  Jim is a CFA Charterholder and a member of the CFA Institute.
     
    Jim resides in Gilbert, AZ with his wife and four children.  Jim’s hobbies include traveling internationally to many countries such as Thailand, Ecuador and Guatemala.  He is an avid hiker and also practices Bikram Yoga.


     

    D. Alex Daniel | Financial Advisor

    D. Alex Daniel, CRC is a Financial Advisor with Netzel Financial. Alex has worked in Wealth and Asset Management since 1998 and is Certified Retirement Counselor specializing on both the accumulation and distribution planning phases of retirement. 

    Early in his career, Alex worked in investment firms such as BlackRock, Vanguard, and Goldman Sachs and became an expert on the various financial markets and their corresponding products. Later as an advisor, with wealth firms such as Merrill Lynch, he has focused on financial planning based on his client goals above all else. Alex understands that the markets are not the only factor when creating a successful financial plan.  

    Alex, along with his wife and their son, recently relocated to the Phoenix area from Philadelphia. He earned his bachelors from Drexel University in Philadelphia and is sports fan and automotive enthusiastic. Alex and his wife are looking forward to making Phoenix their next home.



     

    Cheyenne Gonzalez | Client Services Coordinator

    Cheyenne joined Netzel Financial in August of 2015. She brings with her over 5 years of customer service experience. Prior to Netzel Financial she was a document collector at a Law Firm in Mesa, AZ. Cheyenne is new to the securities industry and excited to have joined the team.

    She resides in Chandler, AZ. When she is not working, Cheyenne enjoys spending time with her family.



     

    Ana Y. Pacheco | Client Operations and Document Proccessing

    Ana has over five years of administration and recruiting experience. Prior to working with Netzel Financial she was one of the top recruiters at Sync Staffing. She managed and maintained accounts throughout the valley.  Ana’s recognized strengths include  account maintenance, client retention, sales staff support, and relationship building with clients. She takes pride in her achievements and strives for progress daily.

    She and her family reside in Chandler, AZ. They enjoy spending their free time with family and friends.


     

    Jason E. Landers | Marketing Director and Community Relations

    Jason brings over 20+ years of administrative and investment industry experience. He found his passion in the investment world when he first started working as a phone switch operator and front desk administrator in 1997 with Dean Witter Reynolds.  Jason quickly advanced in the administrative and operations role as Dean Witter joined forces with Morgan Stanley and he took over as the head of Cashiering and New Accounts Clerk.  Jason also assisted with the compliance officer and branch manager until he decided it was time to get out of the operations role and work side by side with the Advisors.  He started out by training new brokers that came into the firm.  He was quickly recognized by several teams within the Morgan Stanley offices and eventually joined the High-Net Wealth Advisors office in Paradise Valley, Arizona.  Jason continued working as a Senior Sales Assistant for several Senior Vice Presidents and Senior Advisory teams at Morgan Stanley.   Eventually, Jason was asked to join an independent advisory firm in Scottsdale and took the role as the Chief Administrative Officer for over three years. 

    Jason joined Netzel Financial in June 2013. He moved his family to Chandler and has taken over as the Marketing Director for the firm.  He has a real passion for helping people and takes pride in his hard work ethic. Outside of the office, Jason enjoys his time with his children and friends.    



     


    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at Staff@NetzelFinancial.com, or call us at 480-219-0657 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.



    Steve Netzel is a registered representative offering securities through Kalos Capital, Inc., member FINRA/SIPC at 
    11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. Securities offered through representatives of Kalos Capital, Inc., member FINRA/SIPC. Investment advisory services provided through Val Vista Capital Management, LLC, a registered investment adviser and wholly owned subsidiary of Netzel Financial (a dba of Affordable Supplemental, Inc.). Steven M. Netzel is licensed to solicit and sell securities and advisory services in multiple states. Netzel Financial and Val Vista Capital Management are not affiliated with Kalos Capital, Inc. Netzel Financial, Kalos Capital, Inc. and Val Vista Capital Management, LLC does not provide tax or legal advice. Please consult with your tax and/or legal advisor for such guidance.  

    Complimentary Guide
    "10 Things to Know About Retirement Income”
    Discover the 10 things you’ll need to consider in creating your retirement strategy.
  • Who We Are / Our Focus
    Steve Netzel
    Netzel Financial, Full Service Financial Advisors, focuses on helping pre-retirees and retirees avoid common financial mistakes when planning for their future.
    » Learn More About Us
    Resources
    Constantly keeping you in the know. View our resources page to stay updated on the latest financial news and media.
    » View our Library
    Upcoming Events
    View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
    » Calendar of Events
    Steve Netzel is a registered representative offering securities through Kalos Capital, Inc., member FINRA/SIPC. Investment advisory services provided through Val Vista Capital Management, LLC, a registered investment adviser and wholly owned subsidiary of Netzel Financial (a dba of Affordable Supplemental, Inc.). Netzel Financial and Val Vista Capital Management are not affiliated with Kalos Capital, Inc. Steven M. Netzel is licensed to solicit and sell securities and advisory services in multiple states. Please contact our office for the list of states. Netzel Financial, Kalos Capital, Inc. and Val Vista Capital Management, LLC does not provide tax or legal advice. Please consult with your tax and/or legal advisor for such guidance.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    This guide is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance products in the future.