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    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 hosted his own radio show "Talkin' Money" 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 is a Financial Advisor with Netzel Financial.  As a Certified Retirement Counselor (CRC), Alex partners with his clients to achieve their personal financial planning goals. 

    After spending close to two decades working with some of the world’s top wealth and asset managers on the East Coast, he knows what truly drives a strong portfolio—and it’s not mastering the investment flavor of the week. “It’s how well you connect with the heart-beat of your clients and how well you understand their financial goals, in both the accumulation and distribution planning phases of retirement.”

    Alex, along with his wife Ty and son AJ., recently traded in their Philadelphian snow boots for the sunshine of Arizona and relocated to Greater Phoenix. As a sports fan and automotive enthusiast, Alex is patiently awaiting race day at Phoenix International Raceway!  
    Alex holds a Bachelor’s degree from Drexel University, Philadelphia, PA.

     

    Connie Nelson | Office Manager

    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.

     

    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.



     

    Ana Y. Pacheco | Client Operations and Document Processing

    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.

     

    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 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.  

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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.