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Meet Netzel Financial

 

Steven M. Netzel | President, Full Service Financial Advisor

 Steve Netzel President of Netzel Financial came to Arizona from his native home in Iowa. After working for several years in the financial services industry, Steve founded Netzel Financial and opened his doors to Arizona clients in 2004.As the principal of Netzel Financial, he uses his 29 years of retirement planning experience to educate Arizona residents on ways to build their portfolio, protect assets, reduce taxes and provide more income over their lifetime. Once considered “out of reach” for many investors, Steve taps into the alternative asset class to help control risk while offering added value, greater income potential and diversity to investment portfolios.
Steve is someone who appreciates life and aspires to give back to his community. He is passionate about helping children and involved in a number of civic and charitable organizations as well as his church. Steve is father to two wonderful boys, Carson who is just finishing high school and Parker who is attending ASU in Tempe. He is a sports enthusiast and enjoys golf along with his fitness and workout regimen.

 


Connie Nelson | Director of Operations

Connie Nelson is the Office Manager and “Chief Paperless Organizer” for Netzel Financial.  Connie comes to us with extensive experience in business management, e-technology and coaching/training skills gained through decades of working with industry leaders and owning a successful insurance agency. 

She has designed and led the implementation of new technology in e-learning strategies and consulted professionally throughout the United States.

“I love to ensure that everything I do, whether personally or professionally, is seen through from start to finish. I get pretty enthusiastic about making sure things are organized, and I believe in constantly challenging myself to embrace new learning experiences.”

Connie holds a Bachelor of Science degree from Cal Poly, San Luis Obispo and a Master’s degree from the University of Wisconsin- Stout.




Ana Y. Pacheco | Client Operations and Document Processing

 Ana has been with the Netzel Financial since June 2014. She started as the office administrator and now runs the operations department. She strives for progress daily and takes pride in her achievements. She came to firm with over five years of administration and recruiting experience. 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 and her family reside in Chandler, AZ. They enjoy spending their free time with family and friends.




Cheyenne Gonzalez | Client Communications Administrator

                                                                                                                                                                                                                                      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.




Erryn Yano | Front Desk Administrator 

Erryn joined the firm in February and brings over 8+ years of customer service and administrative experience to the team.  Her professionalism and eagerness to learn make her an integral part as the key person that greets all our clients as they come in and also assists in many of the administrative and operational duties for the firm.  Erryn brings a hard work ethic and supportive role essential for the entire team.

Born and raised in the South Pacific, Erryn considers Arizona her second home.  She enjoys spending her free time with family 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 info@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.  

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  • 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.
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    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.