8596 Arlington Expressway
President / Owner
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...
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...
Client Service / Office Coordinator
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...
Administrative Assistant / Event Coordinator
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...
New Business / Processing
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...