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585-672-5700
fax - (585) 295-7798

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95 Canal Landing
Suite 7
Rochester, NY 14626
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Soul Purpose Institute Productivity Training Portal

Meet The Team

Steve D'Annunzio - President

Steve D'Annunzio - President

Steve D'Annunzio is a productivity trainer and life success coach to many Fortune 100 executives, professional athletes, and high-performance business leaders. Steve has developed and teaches a new model of transformational business practice he calls Conscious Capitalism. He helps entrepreneurs understand their God-given marginal utility thereby creating extraordinary value for clients, turning potential into production. He calls this God-given marginal utility "Soul Purpose", and is the president of the Soul Purpose Institute. This course is evolving the financial services industry as the practitioners who use it continue to be industry leaders in production results. He personally coaches many Top of the Table and Court of the Table advisors. He is an author and co-creator of many books, businesses, and artistic projects that have the common theme of alleviating human suffering and enhancing joy. He is a member of the Transformational Leadership Council, and lives with his family in Rochester, New York.

steve@missiondrivenadvisor.com 585-672-5700 ext 105

Jim Lacatena - Administrative Advisor

James Lacatena graduated from the State University of New York with a Master's Degree in Education. After a 25 year career with the Rochester City School District as a teacher and administrator, Jim was approached by Steve D'Annunzio to apply those years as an Educator to the day by day operations of his emerging Coaching business. For several years, he worked side by side with Steve in building the "Soul Purpose Institute", now a well-respected and positive force in the Financial Services Industry. Today, although semi-retired, he continues to assist with the onward growth and development in this ever evolving business as a consultant in the area of sales and marketing. Jim lives in Rochester, NY and Port St. Lucie, FL.

jim@missiondrivenadvisor.com 585-672-5700 ext 101

Raeanne Lacatena, LMSW - Lead Mentoring Advisor

Raeanne is a native of Rochester, New York. She received her Bachelor's Degree from Ithaca College in Psychology, with minors in French and Music. She then went on to obtain her Masters level Social Work training in Advanced Generalist Practice and Programming through Columbia University. Raeanne is the acting Chief Operating Officer and Lead Mentoring Advisor for the Mission Driven Advisor and the Soul Purpose Institute. Raeanne enjoys her dual role to help support the business aspects of the program, and also work closely with the clients of both SPI and MDA. She is an Accountability, Life and Success coach who enjoys supporting clients who are interested in transformational shifts towards better happiness, health and wealth. Her Soul Purpose is supporting clients as they walk their own personal Soul Purpose Path and Discovery.

verified by Psychology Today

raeanne@missiondrivenadvisor.com 585-672-5700 ext 102

Molly Crippen - Mentoring Advisor

Having worked in both Home and Field Offices for over 40 years, Molly spent 30 years with the McCloskey Agency (Tax and Financial Group) of Minnesota Life until retiring to go into private practice as an Accountability Coach. She joined Pacific Advisors, a Guardian Life Agency, in April, 2008 as Vice President of Sales Management. During her time with the Dick McCloskey she was the COO, with main responsibilities for recruiting, training, supervising and development of all agents. Starting with this Firm in 1976 Molly was instrumental in bringing it from 3 agents and $197,000 of premium to 98 agents with commission in excess of $15 million. Since joining Pacific Advisors Molly has brought on board 5 sales managers throughout the State of California, has implemented a 10 week new agent training program, and enjoys personal coaching with experienced field advisors. She is the co-founder of Mentoring Systems, Inc.; a twelve year recipient of the Career Development Award (received every year since joining GAMA International); recipient of the Minnesota Life 2001 "Recruiter of the Year" award; 2004 Inductee in United "Who's Who" in Training and Development. Molly is a past president of the local GAMA; a past faculty member of the GAMA Institute; has had numerous articles published in industry journals including the GAMA International's book on "Great Ideas Series". Molly has also served on the local NAIFA board. She has done numerous LAMP Workshops; as well as spoken all over the United States and Canada. Molly is proud to be known as the person bringing the "Tough Love Concept" to the Insurance Industry. Molly current lives in San Jose, California where she continues to enjoy coaching experienced sales people.

molly@missiondrivenadvisor.com

David Bibicoff - Mentoring Advisor

David Bibicoff is a veteran of the life insurance and financial advising business with over 18 years of advising experience. With a knack for seeing what is not so obvious to others, David has always focused his practice on macro-economic planning. For seven of his eighteen years in the business, in addition to running his personal practice David also held a management position within Strategies for Wealth, one of the largest general agencies in Guardian Life Insurance system. In that role, David coached, managed and conducted training meetings for what became a unit of 25 advisors. He easily qualified for the Guardian Presidential Citation Award as a top manager for six out of his seven years in management. David has since left that management role to focus on macro-economic planning for his clients and those of other advisors, spending more time with his kids including coaching kid sports, as well as assisting other advisors enrolled in the Mission Driven and Wisdom Driven Advisor programs. David works out of Rye Brook, NY in Westchester County and resides in Westport, CT where he lives with his wife and 2 kids ages 15 & 18.

DBibico1@optonline.net

Saul Cohen - Mentoring Advisor

Saul Cohen attended City College of New York and entered the business world from 1974 until 1987. Saul then became affiliated with the S&W Agency, later known as Strategies For Wealth of The Guardian Life Insurance Co. and Park Avenue Securities. He focused on marketing his services to closely-held business owners, corporate executives and highnet worth individuals in the New York metropolitan area. In 1991, he joined the management team and began assisting young entrants to the career as a mentor, helping them in developing their financial services career. He qualified for the prestigious President Citation Award for the next five years, as a result of his mentoring successes, while continuing to successfully build his own professional practice. In 1993, Saul earned his Chartered Life Underwriter (CLU) designation from the American College. In addition, in 1994, Saul earned his Chartered Financial Consultant (ChFC) designation. In November 2011, Saul relocated and opened his own offices in Florida and founded Wealth With Wisdom Financial Services. He travels back to New York monthly to continue working with and servicing his clients in the NY tri-state area while simultaneously building a practice domiciled in Florida.

saul@missiondrivenadvisor.com

Carl Lutz - Mentoring Advisor

Since 1999, I have served over 400 families and business owners in the area of building and protecting wealth. Having owned a family business with my father for 16 years and employing over 20 people, I have the ability to relate to the challenges that business owner's face on a daily basis. At Lutz and Associates Wealth Strategists, we believe that people are assets. Actually we know that people are assets. As a matter of fact your balance sheet of assets, liabilities and cash flow wouldn't exist without you. Therefore we have a protection first philosophy. We teach our clients how to protect their Human Life Value from unforeseen life events. We believe that your rate of savings is more important than chasing rates of return. We believe that you should live a debt free life and live a budgeted lifestyle. In 2003 I became a student of the Mission Driven Advisor program. Prior to my enrollment, I was struggling to survive in the business. After working with Steve for just 12 months, I went from surviving to thriving. I have been a loyal participate for over 11 years. Because I credit much of my success to this critical work, I have a passion and desire to help support others on their journey. I have been informally coaching others for the last 7 years. In 2012 I formalized my coaching relationship with MDA.

carl@missiondrivenadvisor.com

Gwenda Joyce - Mentoring Advisor

Gwenda Joyce is a business coach and entrepreneur who is based in the San Francisco Bay Area. She owned a business in Chicago for over 20 years which received the "Best Gallery of the Year" commendation in 2003. Joyce thrives on helping others bring their full selves to their businesses and reach their goals. Joyce holds a BA and Masters from Colorado College.

gwenda@missiondrivenadvisor.com

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Phone Number

585-672-5700
fax - (585) 295-7798

Address

95 Canal Landing
Suite 7
Rochester, NY 14626
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