Broker Check

8596 Arlington Expressway
Jacksonville, FL 32211

Gold Tree Financial

(904) 725-0556

 

Team

At Gold Tree Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Since 1982 Hal has served as a financial, tax, and estate planning advisor. Hal has appeared on CNBC Reports, Fox Business News, and CNBC Power Lunch. Hal is a CERTIFIED FINANICAL PLANNER ™ Practitioner and a Charter Member of the Ed...

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With a B.B.A. in Finance and Computer Information Systems from Mercer University, a Master's degree from the University of Georgia, and his CERTIFIED FINANCIAL PLANNER ™ certification, Ryan provides an increased level of intellectual...

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Ashish grew up in Tenafly, NJ, a suburb of New York City, before attending the University of Chicago, where he received his Bachelors in Biology. Ashish lived in Chicago and worked at the American Medical Association for 15 years. In...

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Sue P. Walker, FLMI

Client Services Manager

(904) 725-0556

(904) 720-1909

Sue graduated at the top of her class with a Bachelor's Degree from Northern Illinois University. She is both insurance and securities licensed, and has been in the financial services industry since 1990. She has been with Gold Tree...

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Nikki Rogers

Client Service Specialist

(904) 725-0556

(904) 720-1909

Nikki was born in Indianapolis and grew up in Chicago. She moved to Florida and has been with Gold Tree Financial since January 2014. She has previous experience managing the administrative department at a time share company as well as...

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Robin Phifer

Office Manager

(904) 725-0556

(904) 720-1909

Robin is a native New Yorker, born and raised in Brooklyn. She has lived in Florida for almost 18 years and worked for the State of Florida as a sales tax collector for 8 1/2 years before joining the Gold Tree Family in 2014. Robin is...

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Andy joined the financial services industry to apply his business and finance skills to help you plan for, and achieve, your long-term retirement goals. He holds Series 7 and 66 securities licenses, as well as the Chartered Retirement...

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