Broker Check

The Gold Tree Team

Andy Whitaker, CRPC®

President / Owner

904 725-0556

904 720-1909

andy@gtfjax.com

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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Filipe De Barros Gusmão, AAMS®

Financial Planner

904-725-0556

904 720-1909

Filipe@gtfjax.com

Filipe comes from a family that through hard work and determination built three businesses from the ground up into booming organizations. His family, while reaping the benefits of their success, did not employ the services of an...

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Diane Taradash

Client Service / Office Coordinator

904 725-0556

904 720-1909

diane@gtfjax.com

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

Administrative Assistant / Event Coordinator

904 725-0556

904 720-1909

robin@gtfjax.com

Here to assist you with scheduling appointments, making reservations for events, and making your visit the best it can be, Robin is the face of Gold Tree Financial...

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Sue P. Walker, FLMI

New Business / Processing

904 725-0556

904 720-1909

sue@gtfjax.com

Sue initiates and tracks all account and asset transfers for our new clients and oversees the New Business  department as well as processing licensing for our planners...

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