Broker Check

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.

 

Andy Whitaker

Planner

904 725-0556

904 720-1909

[email protected]

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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Harold Rogers

Senior Planner

904 725-0556

904 720-1909

[email protected]

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...
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Diane Taradash

Client Service Manager

904 725-0556

904 720-1909

[email protected]

The newest addition to the Gold Tree Financial team, Diane handles all client service functions, including account distribution requests, processing Required Minimum Distributions (RMDs), and the critical last steps in the client...
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Robin Phifer

Office Manager

904 725-0556

904 720-1909

[email protected]

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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Sue P. Walker, FLMI

Client Services Manager

904 725-0556

904 720-1909

[email protected]

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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