This podcast episode features an engaging conversation between Sam McGee, CEO and owner of Crestmont Private Wealth, and Hannah Perry, the firm's Chief Operating Officer.

Sam and Hannah discuss her journey with the company, starting with her days at LSU and her initial roles in Houston, through her move to Lakeway, working remotely during the pandemic, and ultimately relocating to Boerne.

Hannah shares how her responsibilities evolved over eight years, from basic administrative tasks to significant projects like implementing a new CRM system. The conversation emphasizes the importance of adaptability, teamwork, and continuous learning in career growth. The episode celebrates Hannah's new role as an equity partner at Crestmont Private Wealth, highlighting the firm's supportive environment and opportunities for professional development.

Original Air Date: July 5, 2025 at 8:30am as heard on Boerne Radio 103.9FM

Contact: www.crestmontpw.com

Alec Walker in Houston: 831-280-5288

Sam McGee in Boerne: 830-368-2898

See omnystudio.com/listener for privacy information.

This episode of The Ascent, hosted by Sam McGee, the CEO and owner of Crestmont Private Wealth. features a guest, Rebecca Petri, who recently graduated from Texas A&M's Financial Planning School. The host and guest discuss a range of topics including Rebecca's background, the value of internships, and the experience of transitioning from academia to a career in financial planning. They also touch on the importance of certifications like the Certified Financial Planner (CFP) designation. The episode was recorded during a ribbon-cutting event at Crestmont's new location and includes details about the local community, the firm's ribbon-cutting ceremony, and personal anecdotes from Rebecca's first days at the firm. The conversation aims to provide insights into the financial planning field and encourages students and professionals to pursue internships and certifications for career growth.

Original Air Date: June 28, 2025 at 8:30am as heard on Boerne Radio 103.9FM

Contact: www.crestmontpw.com

Alec Walker in Houston: 831-280-5288

Sam McGee in Boerne: 830-368-2898

See omnystudio.com/listener for privacy information.

The Ascent: Balancing Family, Business, and Teen Life with Izzy McGee!

In this special episode of The Ascent, host Sam McGee from Crestmont Private Wealth invites his daughter, Isabella McGee, to share her unique perspective on growing up as the child of a business owner. From the pros and cons of having entrepreneurial parents to navigating the pressures of teenage life in 2025, she opens up about her experiences. Izzy also discusses her budding crochet business and reveals her plans for an upcoming Market Days in Main Plaza Boerne!

Original Air Date: June 21st 2025 at 8:30am as heard on Boerne Radio 103.9FM

Founder/Owner of Crestmont Private Wealth. 604 S. Main St. Boerne TX 78006 (830) 368-2898 www.crestmontpw.com

Happy 16th Birthday Miss McGee!

• 00:00 Introduction and Disclaimer
• 00:28 Meet the Host and Special Guest
• 00:53 Pros and Cons of Being a Business Owner's Child
• 03:33 Life as a Teenager in 2025
• 05:31 Balancing Sports and Hobbies
• 07:04 Job Search and Career Preparation
• 10:19 The Crochet Business Journey
• 15:34 Conclusion and Birthday Wishes

See omnystudio.com/listener for privacy information.