Aspiring to or navigating the hospital C-Suite? Transitioning to retirement? Maximize your wealth and embrace abundance.

If you’re a high-capacity man who’s done everything “right” and still feels that quiet ache for more alignment, you’re not imagining it.

Some friends and I used to call it Restless Soul Syndrome.  When life looks good, but something deeper keeps tugging at you.

Most financial planning doesn’t touch that.
It optimizes accounts, runs projections, and treats you like a spreadsheet.
It rarely asks who you’re becoming or how your wealth can support a life of presence, calling, and meaning.

My view is simple: wealth is a tool for becoming.
When your financial structure reflects your true priorities, you get both clarity and permission to act instead of drifting through the next decade.

In my work, men clarify what matters most and build a plan around it.
They leave with financial clarity and the confidence to move toward major life transitions with calm intention.

Here’s how I help:

Gather truth — your current reality, your resources, and the life you actually want to live.

Map priorities — turn future priorities (kids’ college, travel seasons, home plans, time away) into today’s dollar decisions.

Build the plan — a simple financial structure and portfolio that fund the identity you’re stepping into.

If you’re grateful but not fulfilled and ready to live more fully as who you are send me a message with the word “Identity.”

We can explore, without pressure, whether this kind of intentional stewardship is right for you.

All it takes is a first step.

John Montgomery

CJ Walter-Hague

Mezocare

At Mezocare, we specialize in providing comprehensive end-to-end healthcare tourism solutions, ensuring a seamless treatment experience in Mexico. Our platform offers a wide range of medical services. including Dental, Ophthalmology, Cosmetic, Fertility, and Orthopedics.

Co-Founder | CEO

Duel Group, Inc.

Duel is a social community connecting the 3.4-billion global gamers by providing them with the tools to create uniquely personalized & sharable experiences through AI-generated gameplay highlight reels.

Co-Founder | CRO

Wunderman Thompson

We are Wunderman Thompson, a global digital agency that is 'Creatively Driven and Data Inspired.' In a world where clients struggle to derive value from the volumes of data they collect, our 15,000 data scientists, creatives, and executives in 70 markets identify powerful cultural insights to build campaigns that inspire action and deliver measurable business results. (Wunderman is proudly part of WPP network)

SVP, Growth, Gaming & Esports 

Grey Group

Grey ranks among the world's top advertising and marketing organizations, serving one-fifth of the FORTUNE 500, in 96 countries. Under the banner of "Grey Famously Effective Since 1917,"​ we continue to break new ground in brand experience across every platform and create lasting consumer connections.

SVP, Global Growth/Brand Partnerships 

Fetch

Fetch is a global agency built for digital economy brands, with offices in London, New York, San Francisco, Los Angeles, Tokyo, Singapore, and Hong Kong. Delivering advertising and digital media services since 2009, Fetch has found over 390 million new customers and driven 46 billion engagements for its clients. Its aim is to understand the mobile consumer better than any other.

Fetch works with some of the world’s most pioneering brands including Facebook, Hulu, Mozilla, lululemon, Apple Music, AEG Presents and Expedia and has won numerous awards for its campaigns for clients in disciplines which include digital and mobile video, paid social, display, search, creative and mobile marketing. Consistently listed as a top digital agency by Econsultancy, Fetch was named mobile agency of the year in three consecutive years and voted fastest growing mobile marketing agency in Europe by Media Momentum Awards.

Measurably Daring ™ is our mindset. It informs what we do. It’s the fearless pursuit of ingenuity. It's audacious, means challenging the status quo and it’s always measurable.

Head Of Business Development, East Coast

Blue Fountain Media

Your partner for digital growth. Blue Fountain Media is a results-driven, full-service digital agency specializing in website design, mobile app development, and online marketing. 

From day one, Blue Fountain Media’s mission has been to create websites and digital solutions that help grow businesses online. Inspired by innovation and driven to make our clients better, we turn digital ideas into success stories. With our razor-sharp strategy and cutting-edge designs, we deliver customized and measurable solutions that perform. Our clients consistently see increased traffic, enhanced brand loyalty, and new leads thanks to our work. We have worked with businesses ranging from startups to Fortune 1000 companies including, AOL, Disney, and AT&T.

Director of Business Development

OpenText Analytics

Federal Account Executive

OpenText, The Information Company™, a market leader in Enterprise Information Management software and solutions, enables intelligent and connected enterprises by managing, leveraging, securing and gaining insight into enterprise information, on-premises or in the cloud. For more information about OpenText (NASDAQ/TSX: OTEX), visit www.opentext.com.

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The Battle

John Montgomery

CJ Walter-Hague

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