Broker Check

What should you look for in your financial 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 - Once you know you can trust your planning team, you have to know that they know what they're doing. In addition to regular continuing education, our staff constantly cross-trains on other staff members' jobs to ensure that there is always someone who can help you quickly.
  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

[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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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

Administrative Assistant / Event Coordinator

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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