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

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:&nbsp; June 21st 2025 at 8:30am as heard on Boerne Radio 103.9FM
Founder/Owner of Crestmont Private Wealth. 604 S. Main St.&nbsp;Boerne&nbsp;TX&nbsp;78006 (830) 368-2898 www.crestmontpw.com
Happy 16th Birthday Miss McGee!
<ul>
<li>00:00 Introduction and Disclaimer</li>
<li>00:28 Meet the Host and Special Guest</li>
<li>00:53 Pros and Cons of Being a Business Owner's Child</li>
<li>03:33 Life as a Teenager in 2025</li>
<li>05:31 Balancing Sports and Hobbies</li>
<li>07:04 Job Search and Career Preparation</li>
<li>10:19 The Crochet Business Journey</li>
<li>15:34 Conclusion and Birthday Wishes</li>
</ul>

Host:  Sam McGee, MBA, CFA

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

Host:  Sam McGee, MBA, CFA
Founder/Owner of Crestmont Private Wealth.
<ul>
<li><a href="https://www.google.com/maps?q=604%20S.%20Main%20St.,%20Boerne,%20TX,%2078006">604 S. Main St. Boerne TX 78006</a></li>
<li><a href="tel:8303682898">(830) 368-2898</a></li>
<li><a href="http://crestmontpw.com/">www.crestmontpw.com</a></li>
</ul>

The Ascent With Crestmont Private Wealth

The Ascent with Crestmont Private Wealth 

Host: Sam McGee

Houston Office: I Riverway, Suite 470 Houston, Texas 77056

(832) 280-5288

Boerne Office: 604 South Main Boerne, Texas 78006

Office (830) 368-2898

About Sam McGee

CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER

Sam McGee is the founder and owner of Crestmont Private Wealth. As CEO, he believes that to lead well you must have a servant heart. His day-to-day role with Crestmont is to lead and learn from a group of talented professionals who have high character qualities and initiative. His vision is to steer a mission led company that changes lives through financial stewardship, engagement with clients, and fiduciary style education.

Sam has 26 years in the financial industry and is a Chartered Financial Analyst. The CFA Program is a rigorous three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, wealth planning, with an emphasis on ethics and quantitative analysis.

Sam is passionate about volunteering his time to the community. He founded the Texas Hill Country Mustang Club (501c7), is a board member for Hill Country Family Services, was appointed by the Texas Governor to the Texas Board of Professional Geoscientists, is a volunteer firefighter with the Boerne Fire Department, a trained SkyWarn Weather Spotter, and a Boerne Little League head coach, and involved with many charitable causes.

When asked what is most important to him, he said “Faith, Family, Community, & Friendships”

The Ascent with Crestmont Private Wealth 
Host: Sam McGee
Houston Office: I Riverway, Suite 470 Houston, Texas 77056
(832) 280-5288
Boerne Office: 604 South Main Boerne, Texas 78006
Office (830) 368-2898
About Sam McGee
CHIEF EXECUTIVE OFFICER &amp; CHIEF INVESTMENT OFFICER
Sam McGee is the founder and owner of Crestmont Private Wealth. As CEO, he believes that to lead well you must have a servant heart. His day-to-day role with Crestmont is to lead and learn from a group of talented professionals who have high character qualities and initiative. His vision is to steer a mission led company that changes lives through financial stewardship, engagement with clients, and fiduciary style education.
Sam has 26 years in the financial industry and is a Chartered Financial Analyst. The CFA Program is a rigorous three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, wealth planning, with an emphasis on ethics and quantitative analysis.
Sam is passionate about volunteering his time to the community. He founded the Texas Hill Country Mustang Club (501c7), is a board member for Hill Country Family Services, was appointed by the Texas Governor to the Texas Board of Professional Geoscientists, is a volunteer firefighter with the Boerne Fire Department, a trained SkyWarn Weather Spotter, and a Boerne Little League head coach, and involved with many charitable causes.
When asked what is most important to him, he said “Faith, Family, Community, &amp; Friendships”

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