Service Academy Business Mastermind

#356: Strategic Wealth, Disruptive Tech, and Building the Right Financial Team with John Lynch, USMA '86

Informações:

Sinopsis

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Charleston, SC on June 1st & 2nd? Visit: https://www.10xvets.com/events ____ John Lynch is the Founder of Imprimis Financial, where he advises business owners, professionals, and Service Academy graduates on asset management, estate design, and tax-efficient wealth strategies. After serving as a field artillery officer and company commander during the Gulf War era, he earned his MBA in finance from NYU and began his career at Barclays and First Union before launching his own practice in Charlotte. Over the years, John has been working alongside private banking teams supporting large estates while building a discretionary investment model focused on disruptive technologies. With a foundation in institutional finance and technical trading, he leverages AI tools to help clients refine their goals and implement coordinated wealth strategies. In this episode of the SABM podcast, Scott chats with John about