From a young age, Noah learned the value of hard work and the choices that money can offer. He grew up with a single mother who was incredibly hardworking but still struggled to put food on the table. Living in an affluent New York suburb, many of his friend’s mothers were full-time homemakers and their families often enjoyed luxurious second homes and vacations. His father owned a CPA firm and, while he had his own ups and downs, they were able to go out to dinner and order dessert, or go bowling during the day and see a movie at night.
Noah quickly learned that having money allowed more choices in one’s life and he too wanted that freedom for himself one day. As a CPA, his father’s focus was on forensic accounting, which provided many stories of clients whose families often fought over money. It became clear to Noah that money couldn’t buy happiness or make people behave kindly to one another.
When he began his own career in forensic accounting, Noah specialized in helping families cope with divorce. He encountered entrepreneurs that ultimately prioritized their desire for success over the needs of their partners, resulting in divided wealth and lackluster portfolios. Noah went on to create the world’s first family office for divorced women, where he focused on the transition of being a financially stable spouse to a new reality of being solely responsible for investing, budgeting, taxes and estate planning. His skill of translating complex issues into straightforward lessons became invaluable as his clients became more confident in their decision-making.
In pursuit of his own goals, Noah moved to South Florida in 2011. Utilizing his experience coaching entrepreneurs with selling their companies and seeing an overlap with the challenges faced by affluent divorced women, he wrote a book, launched a podcast and became a thought leader in the area of exit planning. His family office evolved to concentrate more on entrepreneurial families, especially those planning an exit or succession.
Noah is a 3rd generation CPA, he minored in philosophy and has always approached life holistically. In his experience, money offers choices, but not happiness. In order to achieve freedom, he believes we need to develop healthy relationships with those around us. As a result, we focus on measuring and monitoring financial assets and also the value in life - including our health, spirituality, relationships and the impact we make within our community.
Married for over 20 years, Noah is the proud father of two school-aged children and currently lives in Parkland, Florida.
With over 25 years of experience in wealth management, Peter is responsible for building a custom wealth plan for each client. He begins with a detailed review of their current asset allocation, fees and performance, which culminates in a tailored strategy that realizes their goals and values. With experience in estate planning and facilitating family meetings, his presence among our firm is appreciated by all who work with him.
After graduating from Yale University and the University of Connecticut School of Law, Peter practiced law in New York City and Connecticut for 12 years. His law practice led him into the wealth management field, where he represented trust companies and other financial institutions. He then served as Co-Founder and President of Sachem Trust, located in Greenwich, CT and later as President of State Street Bank and Trust Company of CT. For 14 years, he served as Senior Wealth Director at BNY Mellon in New York City.
Peter’s passion is working directly with individuals and families to reach their personal and financial goals. He offers his clients deep experience in all facets of wealth management: financial and estate planning, investments and insurance, family dynamics and wealth transfer. To this technical expertise, he adds the ability to see the big picture and to integrate all the components into a cohesive plan. To both clients and other advisors, Peter is known as optimistic, an excellent listener and extremely responsive.
Education and Professional Distinctions:
Jenna has dedicated her entire career to going above and beyond for clients and creating exceptional experiences for them. She is Freedom’s Chief Experience Officer (CxO) and a licensed Wealth Advisor. Jenna gets a thrill creating exciting and memorable experiences for Freedom’s diverse clientele as she helps them achieve their own version of success.
Prior to Freedom, Jenna worked at Goldman Sachs where she helped manage over $500 million in AUM. Before that, she led the 19-person frontline team of Customer Experience Associates at the largest hedge fund in the world, Bridgewater Associates, with over $140 billion in AUM.
After graduating with a B.A. from Quinnipiac University, Jenna began her business career at the Greater New Haven Chamber of Commerce, where she led Membership Services and served as the Executive Director of the young professional's organization, serving over 2,000 members spread across the south-central Connecticut region.
Jenna spent 15 years training as a competitive figure skater and traveling internationally, where she learned key values such as determination, perseverance, and flexibility in the face of adversity. As she leveraged her skating career into a successful coaching business, she developed a passion for both deeply understanding people and figuring out how to motivate them to achieve greatness.
Kyle Cain uses his talent and experience to construct and manage stock and bond portfolios at Freedom. To further his skills as a money manager, Kyle earned the Certified Investment Management Analyst® certification, administered by Investments & Wealth Institute and taught in conjunction with the Yale School of Management. In addition to being a published author and adjunct professor teaching financial planning courses, Kyle also received the CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designation to ensure his advice and guidance is holistic.
Kyle began his financial career as a trader for Fidelity Investments in 2007 after graduating from the University of Florida and right before the beginning of the Global Financial Crisis. This forced Kyle to quickly learn the importance of having a prudent investment strategy that is deeply aligned with a sound personalized financial plan. This lesson has always stuck with Kyle and enabled him to work effectively with hundreds of clients while managing as much as half a billion dollars in client investments.
Kyle's expertise and experience led him to an opportunity at J.P. Morgan, we he spent several years for working with ultra high net worth clientele in Palm Beach, FL.
When Kyle’s not working he enjoys spending all the time he can with his two young children. He is also a fitness enthusiast and avid reader. These activities consume most of his time, except when the Florida Gators football team is playing. Then you can find him at the stadium or in front of a TV!
Stephanie loved economics from a young age, and followed in her family's footsteps by becoming an economics teacher at some of the most prestigious schools in the UK. After coming to America, Stephanie switched to financial services and became a financial planner. Highly educated but also down-to-earth, Stephanie enjoys giving financial guidance to people no matter their circumstances.
Stephanie holds the CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designation and is also an NFEC Certified Financial Education Instructor. She particularly enjoys teaching clients how to organize their financial lives to achieve their long-term financial goals. Stephanie finds it very gratifying to be a fiduciary, working with her clients to provide the best possible solutions and to ease their stress.
Stephanie recently became a member of the NFEC’s Personal Finance Speakers Association, exemplifying her passion for financial education for everyone. Women’s issues are however important to Stephanie, and she is a current member of the New York chapter of UN Women.
In addition to a BS in Economics from the University of London, Stephanie graduated with a Masters of Science degree from the London School of Economics. She also earned a post-graduate teaching certification and is a yoga and fitness instructor.
Michelle is considered the “Wealth Strategists’ wingman” as she assists with all firm clients. Whether preparing for meetings, managing client connections to eMoney or monitoring client financial plans and investment policy statements, Michelle is often at the center of everything we do.
Michelle spent the first four years of her career as an Industrial Engineer in a Japanese manufacturing firm before shifting into the financial planning industry. She started as a Junior Paraplanner/ Financial Strategist and later was promoted to a Senior Paraplanner and Support Manager during her five year tenure.
She is process-oriented and believes her engineering profession helped her build processes and systems that helped the company grow efficiently. She has found her passion for Paraplanning as she enjoys working with advisers, learning financial management, and sharing her knowledge with her team through training. She loves to learn new things and sees opportunities for improvement and open to new ideas.
In addition, she graduated with an Executive MBA in 2012 and earned a Diploma in Financial Planning (RG146) from the International Institute of Technology (Australia) in 2015. She was also nominated “Paraplanner of the Year Finalist” for two consecutive years and won various recognitions from her previous company.
With her experiences, she finds these three values important to her - Integrity, Excellence, and Optimism.
She has the passion for classical music, plays the piano, watches unsolved mysteries, and loves organizing events.
At Freedom, Paul maintains the title of Chief Compliance Officer, but his expertise exceeds this role. He is relied on for his counsel and expertise in all areas of serving successful families.
Paul began his career in banking at Wells Fargo but quickly realized he had a knack for providing financial advice beyond loans and deposit accounts. After years of working inside financial advisory firms, Paul started his own Registered Investment Advisory firm, which he operated for nearly a decade. He saw an opportunity to better serve his growing client base through a merger with another firm that also served entrepreneurs, athletes and high net worth families. Together, they began offering family office services, including access to direct real estate investments.
Over time, Paul found his true passion was investing in private real estate and he owns interests in hotels and apartment buildings in the midwest and southeast US.
Ron Rosenfarb is the Founder and Chief Operating Officer for Freedom Internet Group, Inc. (FIGI) and Freedom adVentures, Inc., which provides services to Freedom's portfolio of companies. He is responsible for all operations, including managing and coordinating daily activities of our teams.
Prior to partnering with his brother Noah, Ron was a partner at the Rosenfarb Law Firm and also worked at Rosenfarb LLC, a forensic accounting firm founded by his father, Sam. Ron specialized in case strategy, research, and legal consultation. He worked with clients to address complex litigation issues in the areas of business, forensic accounting, fraud assessment, expert testimony, due diligence, and business valuation. He is the author of the book Winning with Financial Damages Experts: A Guide for Litigators.
After graduating from Syracuse University and Rutgers School of Law, he passed both the State of New York and the State of New Jersey Bar Examinations. However, Ron pursued a career in independent film. He produced an award winning feature film which was seen and applauded in film festivals throughout the United States, Mexico, and South America.
After his career as an independent film producer, Mr. Rosenfarb spent nearly a decade working as assistant corporation counsel and ran operations for a marketing and communication firm in downtown New York City. While there, Ron negotiated contract terms with top name musicians, comedians, and professional athletes, who would be presenters, speakers, and entertainers for his clients.
After graduating from Brigham Young University with a degree in accounting, Daniel began his professional career as a trader at Fidelity Investments. After spending a decade in various accounting positions, Daniel took the leap to become an entrepreneur. He built a 100 employee business process outsourcing firm before exiting to his partner.
Daniel is the Chief Financial Officer of Freedom adVentures, Inc., which provides services to Freedom's portfolio of companies. Daniel uses his talents to assist our family office clients with accounting needs they have from time to time. He has experience in all aspects of financial management. He maintains a proven ability to manage multiple departments and meet budget constraints. With experience in the development and implementation of strategic plans, he contributes to Freedom's growth outside of finance as well. An overall positive individual, Daniel is open to new ideas and isn’t afraid to suggest change when necessary.
After graduating from the Wharton School at the University of Pennsylvania as an undergrad with a BS in Economics, Robert joined his fast growing family apparel business in NYC. He traveled extensively throughout Asia and the Middle East sourcing apparel. He also opened a Miami warehouse in the early 1990’s as the company moved their manufacturing to Central America. As his business changed and no longer needed to be in NYC, Robert and his wife moved to South Florida 1998.
After exiting his business in 2018, Robert sought out new challenges. He always loved the real estate business. Robert's early exposure to investment real estate came through his grandfather, who purchased a NYC office building in the 1970s. Robert was elected to manage the group of three generations of family members that now own this building. Through that experience, as well as extensive private investments in other real estate assets, Robert realized that over time his best performing assets were real estate. He prefers the income, value creation, tax benefits and reduced volatility over stock market investments.
Robert joined Freedom in 2019 to assist in the growth of our direct real estate platform, www.investwithourfamily.com, as well as provide advice to Freedom Family Office clients evaluating real estate investments.
Robert is a board member of HAAPE.org (Helping Adults with Autism Perform and Excel) a not for profit that helps young adults find meaningful employment. His wife, Katia, founded and runs a large behavioral health clinic and residential program in South Florida. They live in Fort Lauderdale with their three children.
Mr. Gudaitis is a Certified Public Accountant who has been practicing in the accounting and financial industry for over 15 years. He consults for Freedom Family Office as a Senior Tax Strategist to uncover tax savings opportunities for clients. Jason has a diversified background in taxation, accounting and investment banking. The foundation of this experience was built and developed over a decade of working in public accounting. During this time he managed clients for both national and local CPA firms where the clients he served ranged from small businesses, wealthy investors and not-for-profit organizations to multinational public companies.Mr. Gudaitis started his career at the “Big 4” International Accounting firm KPMG LLP, where he worked across numerous industries including healthcare, insurance, commercial real estate, investment banking and asset management.
Jason's experience includes financial statement analysis, entity structuring, tax planning and tax compliance for many types of business entity structures including, but not limited to C Corporations, S Corporations, Partnerships, Trusts, Single Member Limited Liability Companies, Sole Proprietorships and joint venture arrangements.
His experience has given him the advantage of being able to work with complicated issues associated with 1031 exchanges, installment sales, foreign transactions regulated by FIRPTA, divorce-related issues and start-up business investments. Jason owns and operates his own independent CPA firm, The Gudaitis CPA Firm PLLC.
With over 6 years of experience in digital marketing, Claire has acquired skills in social media marketing, email marketing, website management, branding, online community management, pay-per-click strategies, and result-oriented online marketing strategy and implementation.
Claire is the Digital Marketing Specialist of Freedom adVentures, Inc. She provides support to the Digital Marketing initiatives of Freedom. For someone who has been a freelancer for wide range clients, and has worked full-time for large companies, she has assumed an expansive range of essential roles. Claire has an innovative spirit and brings positive and creative energy to her work.
After graduating with a degree in Business Administration double
majoring in Marketing Management & Entrepreneurship, Kyshia's
employment experiences included telecommunications, hospitality
& food distribution. She specializes in Marketing & Operations
Management. Her longest employment experience was with a local
IT hardware & services distribution company in CebU for almost 8
years where she was able to hone her skill & expertise in marketing
& office operations.