Leads the overall growth at Bequest. For over 20 years, Martin has owned and operated multiple successful businesses. Mr. Saenz is an expert at high-level strategy and has experience in fast-start ventures with multiple publications on investing.
MANAGING PARTNER at Bequest
Leads the investment strategy for Bequest, advancing the business through sophisticated technology and strategies while staying rooted in a people-first mindset for the organization. Bequest is the fastest growing asset management firm in Sarasota FL.
MANAGING DIRECTOR at
Warwick Capital Group, LLC
Mr. Friedman has over 25 years of experience working in Finance, Private Equity, and with Ultra High Net Worth Family Offices. David is the CFO and investor of two Florida companies and previously ran Rockridge Capital Holdings, LLC for ten years which is the family investment office for the late Frederick DeLuca (Founder of Subway Restaurants).
CASH FLOW STRATEGIST and PRIVATE INVESTOR
Mrs. Samples has made it not only her mission to share with others the importance of these tools, but she, along with her husband and extended family members, all are living and breathing examples of how Infinite Banking works. Using IBC has allowed Rebekah to educate others in understanding how money can work better for them, get out of debt, and find financial freedom.
FOUNDER & CEO at Celestial
Mr. Smith is a software developer, entrepreneur, and bitcoin miner with a 30-year career that started in the early days of the internet. He has owned an international software staffing and outsourcing business in Sarasota, FL, for the past 15 years. Mr. Smith studied mathematics and physics at Florida Atlantic University.