The Positive Impact Summit
at Beautiful Lake Willoughby in Vermont
(September 9-12, 2021)
Founder of The Positive Impact Summit
Founder & CEO, Breakthrough Health, Inc.
Jonathan Roche is an Award-Winning Fitness Expert, Bestselling Author, 25-time Boston Marathon Finisher (running 24 straight to raise funds for Dana-Farber Cancer Institute) and 12-time Ironman Triathlon Finisher. He is also the Founder and CEO of Breakthrough Health and he holds two patents on Personalized Interval Training.
Jonathan’s first book (“The No Excuses Diet”, which is an anti-diet book) hit #3 on the Amazon Best Seller List and was featured on The Today Show. His second book titled “12 Key Habits to Permanent Weight Loss!” will be released on 1/1/22 and his third book titled "12 Key Habits to Beat Diabetes!" will be released on 7/1/22.
Jonathan does Peak Performance Coaching for Professional Athletes, CEOs and other leaders from some of the largest companies in the US. In addition, Jonathan guides Leadership Teams in attaining Peak Performance through Monthly Team Calls, Onsite Training Programs and Keynote Speaking Engagements!
Breakthrough Health’s mission is to positively transform 100 million lives by 2025!
#1 Loan Officer in the US
Shant Banosian is the #1 Loan Officer nationwide and has been Guaranteed Rate’s #1 Loan Officer 6 years running, with 3,551 closed units and $1.7 billion in funded loans in 2020 alone. He has been in the mortgage business for more than a decade and has consistently been recognized for his high level of production and superior customer service. He has been the #1 Loan Officer in Massachusetts consistently since 2013, and is licensed in all 50 states.
An impressive 95% of his clients would use him again and he continues to grow his business thanks to word-of-mouth referrals. Shant's goal is to simplify the mortgage process for his customers and make the home loan process easy to navigate. He and his team thoroughly educate their borrowers throughout the mortgage transaction, so they fully understand their options and feel comfortable with their chosen loan program. He also strives to get loans closed in record time.
Shant graduated from Bentley University with a Bachelor of Science degree. He was also an All American on Bentley’s Football team. He grew up in Watertown, MA a proud son of Armenian immigrants and currently resides in Belmont with his wife and three daughters. Community involvement is a very important part of Shant's personal and professional life, and he is extremely proud of his family and upbringing. He is also heavily involved within the Armenian community, St. Jude Children's Research Hospital Walk/Run in Boston, The Greater Boston Food Bank and the Guaranteed Rate Foundation.
Dave is an innovator and change agent known in the mortgage industry for reinventing how loan officers quote rates and turn mortgage advice into a competitive advantage. Dave transforms loan officers into Black Belt Mortgage Advisors with a blend of high-tech and high-touch strategies and tactics.
Dave is passionate about innovating sales training with a combination of video and YouTube. He’s recorded over 1,000 interviews with top mortgage professionals, authors, and industry leaders, making the Mortgage Coach YouTube channel “Netflix” for loan officers.
Through his lifelong passion as an entrepreneur, Dave achieved this goal with SmartReply, a company he co-founded in 2000, which was one of the first three US companies to ever win a Mobile Marketing Award in 2005.
Capitol Federal Financial, Inc.
I am 60 years old. I am married to Ellen, now for 36 years, and we have four grown children and four grandchildren. I live in Topeka, KS. I am a graduate of Kansas State University (BS Finance) and Washburn University of Topeka (MBA). I am a certified group fitness instructor through Revelation Wellness.
I have been employed by Capitol Federal Savings Bank for 37 years. In 1999 we created a public holding company and have had two stock issuances, the public company is Capitol Federal Financial, Inc. I have been the Chief Financial Officer since September 2005. I have responsibility for all reporting, accounting, treasury functions, investor relations, records management, and help lead our strategy development, information technology operations and retirement and benefit plans committee.
I enjoy being outdoors. I have a deep-seated faith in God and work to live that out. I enjoy staying healthy by staying physically fit, following good nutrition habits and maintaining a healthy lifestyle. I have grown fond of reading in recent years.
Over the years I have volunteered in various ways and have found that in many of those roles I have grown. I have: served on the board or our church, currently serve as chair of the Finance Committee, been elected to the board of the school district our children attended, helped to start a small foundation, served our local United Way in various capacities including chair during the time of a transition in our business model, served as treasurer and campaign manager for a local election (not my own), any other smaller volunteer services.
Vice President, Global Head of Sales
Greg, Global Head of Sales at IHS Markit leads a team of Sales Executives, Sales Engineers and Inside Sales Associates for their Enterprise Data Management (EDM) solution. A consultative sales approach is leveraged to focus on business and technology personas across financial services firms (i.e., asset managers, banks, pension funds, etc..) where EDM can create more efficiency within their operating model.
Mr. Farrington was with BNY Mellon for 20 years as part of their Data and Analytics Solutions business (formerly Eagle Investment Systems LLC), most recently as Head of Sales – Americas. In past sales roles within BNY Mellon, Mr. Farrington worked with large, global organizations to streamline and improve back- and middle-office processing for data management, investment accounting, and performance measurement and attribution.
Prior to joining BNY Mellon, Mr. Farrington was a sales engineer with Princeton Financial Systems, and previously worked at Scudder Kemper Investments and Investors Bank & Trust Company in operational management roles.
Mr. Farrington earned his B.S. in Business Administration from Merrimack College. He currently resides in Mansfield, MA with his wife Gail, daughter Tori (20) and son Matthew (18). If he’s not at work or spending time with family, he can be found on the golf course, the beach in Maine or attending a Patriots home game in the fall.
Founder & CEO
Andersen Group Realty
I’m a dad of 3 daughters, a husband, a successful business owner, and a man of faith. I began my real estate career 20 years ago, and now run Andersen Group Realty, a Keller Williams Mega Agent office in Winchester, MA. My team of agents and I are on track to close more than $180M in sales in 2021.
As an entrepreneur, I am passionate about building relationships and expanding our level of service. I believe in the strong connection between physical fitness, emotional intelligence and personal success. I practice mediation, have competed in a 1/2 Ironman, and work daily on connecting with people.
April is many things to many people. Her favorite title is Mama to her three precious children: William, Zara, Julianna. Ages 5-8.
Her second favorite is Boss lady!
Three years ago, April was in a severe state of depression and didn’t see a way out.
After surrendering her worries to God and asking for tools and resources to make her the best she could be, she was lead to Sales Mastery in 2018 where she met Jonathan on a rooftop at 6:00am for Morning exercise. The rest is history.
Her transformative journey led her to take a leap of faith and start her own Mortgage Brokerage in 2021! Every day is a gift from heaven, as she walks in the overflow of the goodness her morning routine! April can’t wait to meet you!
Strategic Client Executive
Scott grew up in central Illinois surrounded by corn field, bean fields, and farm ponds. At a young age, he taught himself the basics of web development pre-.Com era. While at the University of Illinois, Scott leveraged this self-taught skill and continued education to provide independent web development solutions for companies around the Champaign-Urbana area eventually bid on a large .Com project for a start-up in Chicago. After successfully winning that bid, delivering on-time and under budget, this company offered Scott a full-time position while he was still only 20. Scott dropped out of college and seized the opportunity. This opportunity developed into a catalyst for Scott to further expand his business and technology acumen at a pace that exceeded what he would have learned his last two years at U of I. After several years, Scott went on to start his own consulting company, moved to Colorado with his then fiancé, and through a series of interesting twists and turns ended up at Microsoft in 2005.
Scott and his loving, beautiful wife Jaime will celebrate their 18th anniversary in November. They have two daughters, Chloe 14 and Cara 12, who both love the outdoors and dancing. They live at 9000 ft. on a beautiful property in the foothills outside of Denver, CO.
Scott enjoys hiking, mountain biking (just learning), backpacking trips, and hunting. He and his family are regularly outdoors, celebrating life together, and giving back to the community as often as they can.
Today, Scott is a Strategic Client Executive at Microsoft, where he is responsible for setting strategy, developing Executive relationships, and leading a team of 40+ high-caliber employees in support of one of Microsoft’s strategic partner/customer relationships.
Managing Partner of California & Nevada
Mike Hardy is an Ironman, student pilot, entrepreneur, investor, speaker, and business coach for Mortgage and Real Estate Professionals. He has spoken at national conferences including Todd Duncan’s High Trust Sales Mastery with an audience of 30k people.
A husband of 24 years and father of four kids (20, 17, 15, 13), Mike has found a winning formula that allows for systematic growth in all areas of life without compromise.
1) No compromise and relentless discipline to improve myself daily both personally and professionally in the “Core 4” areas of body, being, balance, and business.
2) Daily study of growth mindset, behavioral science, psychology, and best coaching practices to grow as a husband, father, and business leader.
3) Hiring exceptional team members with qualities of character, competence, care, coachable, and courage and invest heavily and intentionally in their success.
4) Use business performance and leadership coaching as unique value proposition to invest in business partners, Loan Officers, and emmployees success, challenging them to think bigger, push limits, and pursue excellence personally and professionally.
His professional background of 20 years includes experience as a Financial Advisor, Real Estate Investment Fund Management & Mortgage Banking. He is the Principal and Co-Founder of the Cyrus Opportunity Zone Real Estate Fund.
Mike currently provides leadership for 45 people and 500MM of annual funding volume & manages personal team production of 100MM annually and as Managing Partner of California & Nevada Business for Churchill Mortgage.
He coaches his team and select business professionals with wisdom and perspective to see the future and break free of the past, challenging them to push limits, think bigger, and pursue excellence without compromise both personally and professionally.
My Message: (If I were to share one message with the world)
You have a gift and a strength unique to you.
You are created with unique genius and purpose.
You are worthy, you belong, you are loved.
Win By Noon
Todd is the founder of Win By Noon, a productivity platform and community used by thousands of loan officers and real estate agents to increase their sales. Todd’s mission is to teach others how to be mindful and disciplined in their daily activities in order to consistently accomplish their most important priorities and reach their goals.
Todd is passionate about the mortgage industry and leads a production team that helps over 500 families each year with home loans. He is also a frequent speaker at industry events and a co-host of the weekly Mortgage Coach Productivity Mastermind and Facebook group.
Jessy Printz is a perennial optimist, serial entrepreneur and propagator of positivity. For nearly a decade, she has channeled these characteristics into a thriving career in the mortgage industry.
She is a professional problem solver, financial strategist and part time “counselor” in her role as an originator and Sales Manager with USA Mortgage.
In 2021, Jessy spread her wings and launched her own branch which – thanks to modern technology and the power of connection - is quickly expanding in many states coast to coast.
Her husband Matt and 6 year old daughter Coral are her greatest passion in life; they love to travel together as often as possible and take in concerts on those adventures as often as possible.
Other proud accomplishments include: Founder of the Pawsitive Vibes Project – a charity supporting animal rescues and associated efforts, Coach with Club Wealth Coaching, Member of Rotary International, fledgling real estate investor and proud community servant.
Harborside Wealth Management Group
Pete Farrington is a wealth advisor with UBS and one of the founding partners of the Harborside Wealth Management Group. Our team operates a business model that we call “VFO” or virtual family office. We’ve scaled the family office experience to the families that we best serve which is generally business owners and corporate executives who have $5M - $50M in net worth.
We've gone out into the community, interviewed and selected best in breed professionals in tax, legal, life insurance, property casualty, M&A and other specialty areas. We meet quarterly and connect on a monthly basis in order to collaborate consistently, performing actual case studies on our clients financial plans to identify gaps and opportunities in their planning. The benefit to our families is that they have a cohesive wealth management plan that allows them to have confidence in achieving their goals and to be able to focus on what’s important to them.
The goal for our team is to deliver a world-class client experience to the families that we’re blessed to serve. Earning my way onto the Barron’s list of top advisors is what drives me every day.
Branch Manager & Mortgage Advisor
Finance of America
I am a husband, a father and a friend. I am a runner, a cyclist and an outdoor adventurer. I am enthusiastic and excited about what is around the next corner and discovering new things. I love travel and concerts and I love to laugh.
I have always wanted to be a business person and I chose mortgage as my path. I have been successful in my career with some ups and downs along the way. It challenges me in many ways and I am always looking to grow so that I don’t get complacent and stagnant.
I am a seeker and a perpetual student and I love to share knowledge and good will with others.
Home Loan Concierge
Innovative Home Loans, LLC
Jason Seibel is a Home Loan Concierge with Innovative Home Loans, LLC, a licensed mortgage broker. For over 20 years, he has helped families make their dream of home ownership a reality. Jason strives to create a world class customer experience by using a combination of high touch and high tech. Jason earned an MBA in Technology Management and has expertise in forensic accounting, financial analysis, and project management.
Jason views each loan as a puzzle. Every person has a unique story which often does not fit inside the box. His role is to understand their needs and circumstances and navigate them into a tangible solution. Jason’s specialty niches are millennial home buyers, small business owners, and bank and broker turndowns.
Jason lives in Wilsonville, OR with his wife Larisa and children Lauryn & Jarrod. Jason has served on several sports related non-profit boards and believes in the power of youth sports to teach life lessons such as teamwork, work ethic, and perseverance. He is the acting the president of the Seibel Family Foundation. Jason is a licensed mortgage originator in OR, WA, CA, ID, TX & FL.
VP Mortgage Producing Regional Manager
David Williams brings nearly forty years of knowledge, leadership, and home financing expertise to his role as Mortgage Producing Regional Manager, VP, at Guardian Mortgage. David’s experience in the mortgage industry spans decades; from loan origination to branch management and sales management, all the way to executive roles in regional and national loan production. He was recognized as one of the Top 100 Most Influential Mortgage Executives in America by Mortgage Executive Magazine in 2013, 2014, and 2015.
He has been a student, coach and facilitator of the IMP/Integrative Mastery Program, mastering and training the IMP Principles for the last 20 years. He has also completed Jack Canfield's Train the Trainer Program to further enhance his leadership, training and coaching skills.
David says, “After 18 years in management, I am excited to return to personal production because of my love for people and helping them achieve their dream of home ownership.” He continues, “My position will allow me to use my leadership and relationship-building skills to help customers, both here in Colorado and across the country. Guardian is such a well-respected company in the industry—I’m glad I can help my clients get the homes they want, and to make a positive difference in the world every day.”
When he’s not working, David enjoys spending time with family and grandchildren, hiking, biking, and playing with his cars.
Nelson DeOliveira, an entrepreneur with over 20 years experience in real estate development. Nelson moved to the United States in search of his passion. With no English ability, he began work as a dishwasher and through hard work and dedication he was able work his way up to kitchen top position. He tried several different jobs looking for his passion. Obtain a pilot license, Everything from working in cleaning grocery stores to pastry Chef, until he found construction. As soon as he stepped onto the job site he knew this was where he was meant to be and grew his passion for real estate.
He created Nelson Group to add value to the community and the people in it. Over the years, Nelson Group has grown to develop well designed, sustainable, and quality real estate in Massachusetts. Over the past decade, he has been consistent in his objective of contributing our quota to the growth and development of the Massachusetts economy as well as improving a lot of individuals and corporate clients through investment in real estate.
Nelson is Board member of East Cambridge Saving Bank. Nelson specializes in all facets of real estate business, properties management, budget management, and financial investment.
Today, in addition to his corporate responsibilities, Nelson created in 2016 Nelson Foundation High Impact Kids to help transform the lives of the neglected and forgotten children in Africa. The organization provides nutrition to those in need, helping to create a safe environment where children are loved and cared for, technical education, and sustainability, teaching leadership to become future entrepreneurs. In 2020, Nelson expanded his ventures and founded Alma Gaucha, a prime Brazilian Steakhouse in Boston’s beautiful Seaport neighborhood. When he is not working, Nelson focuses on spending quality time with family and taking the time to focus on self improvement.In 2021 Nelson Acquire a Horse to please his wife and 11 years old daughter passion for horse.