Our Team
Steven "Steve" Netzel, Full Service Financial Advisor
Working closely with individuals and families for over 23 years, Steve has combined his experience in the Financial Services industry to offer a unique knowledge of Investments, Insurance and Asset Preservation options. He specializes in helping people just like you, and loves what he does! As a Full Service Financial Advisor, he knows the recent market volatility has been extremely hard on many. Steve has assisted thousands of people with protecting and growing the assets that they have worked so hard and long to obtain.
You can put your trust and belief in Steve. He will work to protect your money against unforeseen market risk while earning you a good rate of return. He lives by the highest standards of ethics, morals, values, integrity and character. He and his wife Diane, along with their two children, stay actively involved in their community and church. He is a member of the Sun Lakes Rotary Club, National Ethics Bureau, the Chandler Chamber of Commerce, as well as being an Accredited Business with the Better Business Bureau of Central, Northern and Western Arizona. Steve was also nominated for the Better Business Bureau "Ethics in Business Award" in the last year.
Diane M. Netzel, Office Manager and Marketing Director
As a native of Arizona, Diane was born and raised in Tucson. Her parents still reside in the Tucson area, as do two of her three brothers. Diane's background is one of customer service in which she has always had direct contact with the public in a variety of businesses. Diane earned a Bachelors degree in Business Administration and another Bachelors degree in Management. She completed her education in Albuquerque, New Mexico shortly after meeting Steve.
Diane has been Steve's Assistant in the insurance and financial service industry since 1997 and is currently the Office Manager and Marketing Director of Netzel and Associates. Diane stays very busy assisting at seminars and scheduling all appointments for Steve. She is also responsible for the overall operation of the office and oversees the office staff. Her roles include head of marketing and event planning. When you call to schedule your next appointment, she will ensure you are treated like royalty.
Diane and Steve were married on August 30, 1997 and they have two young boys, Parker and Carson and a family dog "Yoda." In her rare spare time she enjoys reading a good novel, swimming, traveling and spending time as a family. Diane is also a registered Notary Public for the office.
Carole A. Kaye, Administrative Assistant
Carole joined Netzel and Associates in January of 2009. Carole brings to Netzel, her background in recruiting as well as many years in the financial industry. Carole has held the positions of Assistant Treasurer and Controller for two different banks located in Southern California. In addition, Carole also held the position of Spring Training Coordinator and Event Planner for the San Diego Padres Major League Baseball Team, including accompanying the team to the 1998 World Series playoff games. Wow! Talk about being a baseball fan!
Carole is originally from Mt. Pleasant, Michigan and she earned a Bachelors degree in Finance from Arizona State University in 1979. Carole spends her free time at the movies and reading a good mystery book.
Carole's loyalty and commitment to Netzel and Associates make her a valuable asset to the team! She will answer your call and if she is not able to answer your questions, she will make sure you get to the appropriate person. Carole is also a registered Notary Public for the office.
Barry M. Widelitz, Transfer Administrator
This Brooklyn , New York native relocated to Arizona in 2008 with approximately 30 years of financial services experience. Barry has seen the securties industry from various perspectives. He held positions as a Vice President for JP Morgan, UBS and Lehman Brothers. Additionally, he managed the new issue department within The Depository Trust & Clearing Corporation. DTCC is the world's largest post-trade financial services company. Barry also served as a Vice President for a transfer agent in Phoenix overseeing daily operations.
Barry attained a Bachelor of Science degree from Brooklyn College in New York. He is also a graduate of the Securities Industry Association Executive Program at the Wharton School of Business.
While living in New York, Barry served and supported youth-oriented charitable causes through the NFL Alumni Organizaiton. Barry is an avid sports fan and has had the opportunity to sit in a private box in Yankee Stadium with Whitey Ford and watch a Yankees game together. Barry has also watched a Nascar race along side of Dale Earnhardt Jr.'s pit crew. Barry and his beautiful wife Dolly have three grown children that all live on the east coast.