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

Accelerating eComm Brands with Klaviyo Email & SMS Marketing || Founder & Agency Owner at Everest Reward || Ecommerce & DTC Retention & Lifecycle Marketing

I lead lifecycle and retention systems for high-volume ecommerce brands, where customer data, experimentation, and cross-channel orchestration drive sustainable revenue growth.

At Trafilea, I work in complex, multi-brand environments where retention is a core growth lever. I own and optimize lifecycle journeys across email, SMS, push, and app, with a strong focus on flows, segmentation, and long-term LTV impact.

My work sits at the intersection of lifecycle strategy, experimentation, and CRM architecture, partnering closely with Product, CX, Analytics, and BI teams.

I gravitate toward environments where lifecycle marketing is treated as infrastructure rather than a single channel, and where data-driven systems meaningfully influence revenue outcomes.

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John Montgomery

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