Join Sam McGee from Crestmont Private Wealth as he interviews Dr. Nathan Harness, Director of the Financial Planning Program at Texas A&M University. They discuss Nathan’s journey into financial planning, the growth of the Texas A&M program, the evolving landscape of financial advice, the shortage of new advisors, and the importance of values and faith in shaping future leaders. Whether you’re interested in finance, education, or personal growth, this episode offers valuable insights into the next generation of financial professionals.

00:00 – Introduction: Meet Dr. Nathan Harness and the Texas A&M Financial Planning Program

00:45 – Nathan’s Background: Early interest in finance and career journey

01:40 – Evolution of the Financial Planning Industry

02:24 – Pursuing Advanced Degrees and Entering Academia

03:18 – Building the Texas A&M Financial Planning Program

04:00 – Core Values and Mission of the Program

05:17 – Program Growth: From 25 to 400+ students

06:00 – The Need for Financial Advice and Industry Impact

07:11 – Sending Graduates into the Industry

08:00 – The Importance of Values-Based Education

09:00 – The Shortage of Financial Advisors and Aging Workforce

10:00 – Opportunities for Young Adults and Career Changers

11:00 – Texas as a Hub for Financial Services Growth

12:00 – Charles Schwab’s Gift and New Facilities

12:30 – The Role of Faith and Values in Nathan’s Work

13:30 – Investing in the Next Generation: Brotherhood of Christian Aggies

14:30 – Final Thoughts: Living Out Convictions and Impacting the World

15:00 – Closing Remarks and Blessings

 

Original Air Date: December 20, 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

 

Join Sam McGee from Crestmont Private Wealth as he interviews Dr. Nathan Harness, Director of the Financial Planning Program at Texas A&amp;M University. They discuss Nathan&rsquo;s journey into financial planning, the growth of the Texas A&amp;M program, the evolving landscape of financial advice, the shortage of new advisors, and the importance of values and faith in shaping future leaders. Whether you&rsquo;re interested in finance, education, or personal growth, this episode offers valuable insights into the next generation of financial professionals.
00:00 &ndash; Introduction: Meet Dr. Nathan Harness and the Texas A&amp;M Financial Planning Program
00:45 &ndash; Nathan&rsquo;s Background: Early interest in finance and career journey
01:40 &ndash; Evolution of the Financial Planning Industry
02:24 &ndash; Pursuing Advanced Degrees and Entering Academia
03:18 &ndash; Building the Texas A&amp;M Financial Planning Program
04:00 &ndash; Core Values and Mission of the Program
05:17 &ndash; Program Growth: From 25 to 400+ students
06:00 &ndash; The Need for Financial Advice and Industry Impact
07:11 &ndash; Sending Graduates into the Industry
08:00 &ndash; The Importance of Values-Based Education
09:00 &ndash; The Shortage of Financial Advisors and Aging Workforce
10:00 &ndash; Opportunities for Young Adults and Career Changers
11:00 &ndash; Texas as a Hub for Financial Services Growth
12:00 &ndash; Charles Schwab&rsquo;s Gift and New Facilities
12:30 &ndash; The Role of Faith and Values in Nathan&rsquo;s Work
13:30 &ndash; Investing in the Next Generation: Brotherhood of Christian Aggies
14:30 &ndash; Final Thoughts: Living Out Convictions and Impacting the World
15:00 &ndash; Closing Remarks and Blessings
&nbsp;
Original Air Date: December 20, 2025 at 8:30am as heard on Boerne Radio 103.9FM
Contact:&nbsp; <a href="https://www.crestmontpw.com">www.crestmontpw.com</a>&nbsp;
Alec Walker in Houston:&nbsp; 831-280-5288&nbsp;
Sam McGee in Boerne: 830-368-2898
&nbsp;

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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