Strategic Wealth, Disruptive Tech, and Building the Right Financial Team with John Lynch, USMA ‘86
May 10, 2026
“I’m not selling in as much as trying to get on the same side of the table and solve problems.” – John Lynch, USMA ‘86
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:
A Career Built on Reinvention: John shares his transition from Army leadership to institutional finance and ultimately building his own advisory practice.
Managing Disruptive Technology Investments: How he evaluates companies like Nvidia and Tesla using both fundamentals and technical entry points to manage volatility.
Using AI to Enhance Decision-Making: Leveraging artificial intelligence to analyze portfolios, compare insurance structures, and accelerate strategic planning.
The Team-Based Wealth Model: Why high-net individuals need integrated advisors working together rather than operating in silos.
Tax Strategy as Alpha: Creating value through liquidity management, estate design, and tax-efficient structures, not just investment returns.
Timestamps:
01:10 West Point to Army Career
02:56 MBA and Trading Roots
04:14 Building the Advisory Practice
05:36 Disruptive Tech Portfolio Model
07:49 How He Picks Entries
10:35 Ideal Clients and Service Grads
13:23 Ultra Wealth Team Planning
16:59 Using AI in Practice
22:04 Growth Goals and Legacy Shifts
Connect with John:
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A special thank you to John for joining me this week. Until next time!
-Scott Mackes, USNA '01