Broker Check

The Gold Tree Team


You need a financial team which satisfies three requirements:

  1. Takes care of clients with integrity - Every planner claims integrity, but we back it up with our mission statement. Taking care of your family as we would our own mandates that we act with integrity in all things.
  2. Possesses technical skills and abilities to effectively implement financial, tax, & estate planning strategies to your benefit - Once you know you can trust your planning team, you have to know that they know what they're doing. Our staff regularly undergoes continuing education training and cross-trains on other staff members' jobs so there is always someone ready and able to give you the help you need, when you need it.
  3. Isn't limited to one financial tool, company, or strategy - Insurance salesmen sell insurance. Stock brokers push stocks & bonds. You need a team that has access to a broad spectrum of tools, companies, and products so you know that you're getting comprehensive advice.

Andy Whitaker

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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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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Stewart Rogers

Outreach / Technology

904 725-0556

904 720-1909

stewart@gtfjax.com

Since 1994, Stewart has been working behind the scenes to make it possible for us to provide you with the high level of care that you’ve come to expect from Gold Tree. His areas of expertise include technology & communications,...

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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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