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

RAND

Senior Policy Researcher (Adjunct)

Center for a New American Security (CNAS)

Adjunct Senior Fellow

Irregular Warfare Initiative

Supported emerging and established voices in irregular warfare scholarship, by recruiting and leading a team of 20 volunteer editors. Worked to build bridges between practitioners and researchers while fostering thoughtful dialogue on complex security challenges.

Editorial Director/Editor-in-Chief

United States Air Force

I served in the United States Air Force as an officer and pilot attaining the rank of colonel. During my service, I deployed to Iraq, Afghanistan, and Central America in various counter-insurgency and counter-terrorism roles including as a foreign trainer and military advisor.

Colonel

Olmsted Scholar Foundation

Member Board Of Directors

Non-Resident Fellow

Center for Strategic and International Studies (CSIS)

Military Fellow

National Defense University

Visiting Fellow

Deputy Director & Senior Military Fellow

Contributing to national security policy research to support effective defense and engagement abroad, my work focuses on connecting practitioners and researchers while mentoring emerging thinkers and leaders in the field. Drawing on my experience serving with special operations teams in Iraq, Afghanistan, and Central America, I aim to support organizations that develop evidence-based solutions to complex security challenges.

Currently, I'm writing a book chapter on airpower development during the Iraq War while and supporting policy research at RAND and the Center for a New American Security. Additionally, I teach Great Books seminars that explore enduring questions about human nature and leadership including the Iliad, Aeneid, and in the Fall of 2025, Clausewitz's On War.

My writing has appeared in Air Force Times, Air and Space Power Journal, Defense One, Joint Forces Quarterly, War on the Rocks, and USA Today, focusing on issues that impact service members, their families, and national security professionals.

Tobias Bernard Switzer

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The Battle

John Montgomery

Tobias Bernard Switzer

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