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 estate planning process, such as retitling accounts, assisting with Beneficiary Designation Documents, etc.
Diane hails from Georgia, moving to Jacksonville in January 2018. Married to Michael Taradash, Diane has one son and one step-daughter. Diane is a self-described cat person with two feline residents at home. She enjoys hanging out at the beach (lucky for us, because that’s partially what brought her to Florida in the first place)!