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.
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 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.
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!
After graduating with a degree in Business Administration double majoring in Marketing Management & Entrepreneurship & acquiring Latin Honors, 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 skills & expertise in marketing & office operations.
For the past 15 years, her proficiency in operations management, business administration & client relations management has propelled her to serve companies looking for experienced individuals to spearhead internal team building, project management & customer experience journey administration. She achieves this through proactiveness, meticulousness & positivism.
As a Client Relationship Manager for Freedom Family Office, she manages the process of developing & maintaining effective business relations with clients. She oversees the client relationship management process, which includes identifying client needs & expectations, developing strategies to meet those needs & implementing strategies to ensure that clients remain satisfied with their experience.
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.
Brad is Freedom Family Office's Chief Marketing Officer. After 14 years of marketing and leadership experience, his focus is on creating marketing that helps families aligned with our "Rich Beyond Money" ethos become clients of Freedom Family Office.Leading a marketing team that builds everything from new websites, content that educates and inspires, as well as assisting the leadership team where necessary, he's dialed into helping grow Freedom Family Office into the premier wealth management organization in the world. He's a "Grateful Dad" (to Warren), loving husband (to Christina), and loves a good "Dad Joke" as much as anyone. For fun, he enjoys watching movies, true crime documentaries, reading about value investing (Warren Buffett is my hero!), and getting his 5,000 steps in per day (#Fitbit). A true "nerd at heart," he's always learning something new and figuring out ways to become a little bit better each day.
Ace Chapman has been in the M&A industry for over 20 years. He started with the acquisition of a finance start up called CoolWallStreet. It was a stock market simulator which he acquired in 1999. Realizing the opportunity that existed in buying companies went on to be involved in over 200 acquisitions, helping many entrepreneurs and companies grow their bottom line through acquisitions.
During his career, Ace has worked on a variety of deals, including divestitures, strategic mergers, initial public offerings, and private placements. He has a proven track record of success in identifying promising opportunities and understanding how to get deals to the finish line.
Ace's process, experience, and insight into M&A has led him to be sought out to work on deals all over the world.
While often traveling for business he also loves to travel in his personal life and has been fortunate enough to visit over 40 countries and live in 3. However, he also enjoys spending time in his hometown of Chattanooga, where he is actively involved with several ministries and where his foundation is based.
Business Growth Consultant
Charlie equips visionary leaders to optimize business outcomes and realize their fullest potential. He believes that ambitious businesspeople benefit from a trusted guide with a fresh perspective to eliminate uncertainty, stress, and frustration, which is common when a business or career temporarily plateaus.
Charlie’s clients want accelerated profit growth, stronger teams, and systems to scale and optimized business valuation and transferability. They want to build “legacy” businesses that will thrive without them. His clients find purpose and achieve a work-life balance to enjoy life while reaching their fullest potential in less time with less stress. In 2022 his clients averaged profit growth in the 75% range.
Charlie provides his clients a unique perspective based on his experience building high-growth organizations, his FocalPoint, Exit Institute, and Value Builder certifications, and his current ownership of Right at Home West Palm Beach adult care business that has scaled from 1 to 130+ employees in two years. His services include one-on-one and group coaching formats, business valuations, and staff assessments.
Over a 30-year career in Silicon Valley, he helped grow several organizations from the ground up to over $100 million. He participated in exits to tech titans like IBM, Oracle, Workday, and PTC. He helped other start-ups achieve funding from leading VC and PE firms. He has helped individuals achieve career success and emerge as leaders in some of the world’s most influential high-tech and Fortune 500 companies.
Dan Christian Roehm (Chris) is a Certified Financial Planner™ offering tax, estate, and financial planning for owners of closely held, family businesses including farmers and ranchers.
Chris developed a unique process working with over 1,000 business owners in the last 15 years:
Know what you want
Inventory your assets
Learn what is possible
Lay out the plan
Review and revise, as needed
Conveniently, this spells KILLER, the perfect word to describe the process as in, strikingly impressive or effective (killer smile); highly effective and superior(killer fried chicken recipe); difficult or challenging (killer chess tournament); and killer as in extremely difficult to deal with, like a killer fastball.
In a previous career, Chris owned a legal software company which he sold in 2006. “As a Juris dealer I did the data conversion, installation, training and ongoing support for 300 law firms across Florida, Georgia and Alabama.”
“This makes me one of the few people in the world who ever made money off of lawyers,” Chris quips.
Outside of work, Chris has many interests. He’s been doing yoga for 20 years, refereeing rugby for 35, and loves skateboarding around the neighborhood with his 70-pound pit bull Toto.Securities offered through Lion Street Financial, LLC. (LSF), Member FINRA/SIPC. Investment Advisory Services offered through Csenge Advisory Group, LLC, a Registered Investment Advisor. Csenge Advisory Group, LLC is a registered investment advisor not affiliated with LSF.
Yehudah uses his endless curiosity and can do attitude to produce optimal results for his partners.
With a passion for people, technology, and healthcare, Yehudah specializes in acquiring, operating and scaling real estate backed healthcare businesses.
In addition to holding a real estate license, Yehudah is an expert in Jewish and secular estate planning for affluent families.
A former Southern California Chess Champion U18, Yehudah has channeled his persistence and creativity to his philanthropic efforts and has helped raise over a $1.7 billion dollars in the past 6 years.
Mark is the founder of TaxWise Partners and a Tax Savings Architect. He brings over 20 years of successful business operation and high level consulting experience to the table for the clients and financial professionals he services.
Mark employs the same discipline and tenacity in finding tax savings as he did serving his country as a former Marine Corp Sergeant in Bravo Company 4th Marine Division. Semper Fi!
TaxWise Partners and it's affiliate partners have helped thousands of individuals increase profit and permanently reduce their annual tax bill to help them better grow their business and accelerate their wealth.
Anton brings over a decade of experience managing highly service oriented multi-million dollar businesses. He also brings his entrepreneurial success from the financial and mortgage sector, which includes a proven track record in customer service, business operations, leadership, and client account management. Anton's dynamic skill set reflects a commitment to excellence.
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.
Nick is Freedom Family Office’s Wealth Manager. After graduating from Texas A&M with a business degree he then worked at a boutique financial planning firm in San Antonio before joining the Freedom Family Office team. While at his old firm, Nick spent years cultivating relationships with clients to help them achieve their financial goals. Nick has earned the CFP© designation to solidify and ensure of his advice that is used to help clients on their financial journey while maintaining industry standards.
When Nick is not helping our clients, you can find him spending time with family and friends. He enjoys golfing, watching movies and cheering on his favorite teams, the San Antonio Spurs and Texas A&M Aggies.
Hensell is Freedom Family Office's Communications and Marketing Coordinator. An accomplished marketing professional with a passion for creativity and a love for all things music and feline. With years of experience in the dynamic world of marketing, Hensell has honed a keen strategic mindset and an artistic flair that consistently delivers captivating campaigns. Beyond the boardroom, you'll find him headbanging to the rhythm of his favorite songs, that fuels his energy and inspiration. As a dedicated cat person, Hensell finds solace in the company of feline friends, embracing their independent spirit. Through his multifaceted interests, Hensell embodies a unique blend of professional expertise, musical passion, and a deep affection for our four-legged companions.
Justin has spent most of his career helping people and organizations raise revenue. He first became involved in public service as a Project Manager helping a local government in the Philippines raise revenues through taxes and other means.
Justin eventually shifted from the public sector to the private sector working as a paraplanner – someone who assists financial advisors develop financial strategies for their clients (i.e., those involving cashflow management, insurance, education, retirement, in and estate planning).
Justin now closely works with Chris Roehm, the Life Insurance Guy, in terms of preparing illustrations and lodging insurance applications and reviews.
Working directly with Dan Perez, Freedom Family Office’s Chief Financial Officer for LLC Accounting, assisting clients with their accounting needs as well as handling payroll and Human Resources Management.
Marichel has a Bachelor of Science in Accountancy and a Master in Business Administration majoring in Finance with a considerable list of experience ranging from being an Internal Auditor to AR and AP Accountant. Marichel’s background also includes teaching in the fields of business and mathematics.
After earning a Bachelor's Degree in Industrial Engineering, Nepthalie became a customer service representative in an omnichannel customer experience management company. She then shifted her career and worked as a Paraplanner for almost two years where she began to learn about financial planning. In addition, she completed her education at the Monarch Institute and received her Advance Diploma in Paraplanning in less than the allotted time.
When Nepthalie is not working, she enjoys reading book-to-movies titles, reading Harry Potter (read 4 times already), and listening to Taylor Swift’s music with her son whom she adores the most. She is also an avid admirer of the origin of music e.g., Renaissance, Baroque, Classical, and Romantic eras. She uses Opera music to lull her son to sleep.
Thresha is Freedom Family Office’s Office Manager. She has extensive experience in project and people management ranging from organizing corporate events; training; mentoring student interns, and even handling production teams in the field of manufacturing. Whether in the office set-up or on various sites, Thresha is a people-person by heart. This is also backed up by years of experience in volunteerism and a significant time working in business support organizations: where she facilitates skills trainings and organizes corporate social responsibility movements.
During her free time, Thresha either spends her days indoors enjoying simple hobbies like reading, making pottery, painting; or spends her evenings out with friends enjoying a gig or concert.
This is Mel, she serves as the Executive Assistant for the Freedom Family Office. With a Bachelor's Degree in Elementary Education under her belt, her journey has taken an exciting turn into the world of virtual assistance. Over the past few years, she's had the privilege of working with diverse clients, honing her skills and making a positive impact along the way.
Amidst her busy schedule, the ultimate weekend retreat for her is spending quality time with her family. Whether it's engaging in outdoor activities, sharing stories, or simply enjoying each other's company, those moments are precious and rejuvenating.
She's thrilled to be a part of the Freedom Family Office, and she's committed to bringing her dedication, skills, and passion to the table every single day. Let's embark on this journey together and make remarkable strides towards success!