Sam McGee sits down with Crestmont team member Rebecca Petre to celebrate her one-year anniversary with the firm. They discuss what it's really like to transition from Texas A&M into the financial planning workforce, lessons learned on client communication, the new Charles Schwab–funded RIA program at A&M, the Survivor's Guide project, and navigating wedding season on a budget. A great listen for new grads entering the financial world.

0:00 — Intro: Sam introduces the show and the new office landscaping in Boerne, TX.

0:17 — Introducing Rebecca: One-year anniversary at Crestmont; her first day was the Boerne ribbon-cutting.

1:23 — Biggest lessons from year one: Learning to simplify complex financial concepts when talking with clients; understanding that clarity beats jargon.

3:21 — Going back to Texas A&M: Attending career day, RIA Day (a new on-campus RIA office partnership funded by Charles Schwab Foundation), and alumni events.

5:46 — Internship vs. full-time: The shift from internship to real-world work — adjusting to full days, time management, and work-life balance.

8:05 — The Survivor's Guide project: A document Crestmont is creating to help clients organize critical info (wills, contacts, accounts) for loved ones in the event of a death.

9:18 — Upcoming intern Agnes: A Texas A&M senior joining for a July internship; Rebecca will help mentor her.

9:58 — Personal life: Outdoors, pickleball, family/friends — and a summer packed with three weddings.

10:42 — Wedding season finances: Budgeting for being in multiple weddings; advice to set funds aside, especially for destination weddings.

11:32 — Grandmother shout-out & close: Rebecca shouts out her "Nanny" who listens to every episode. Sam closes by thanking Rebecca and celebrating her growth.

📍 Crestmont Private Wealth | Houston & Boerne, TX

Original Air Date: June 6, 2026 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

Sam McGee sits down with Crestmont team member Rebecca Petre to celebrate her one-year anniversary with the firm. They discuss what it's really like to transition from Texas A&amp;M into the financial planning workforce, lessons learned on client communication, the new Charles Schwab&ndash;funded RIA program at A&amp;M, the Survivor's Guide project, and navigating wedding season on a budget. A great listen for new grads entering the financial world.
0:00 &mdash; Intro: Sam introduces the show and the new office landscaping in Boerne, TX.
0:17 &mdash; Introducing Rebecca: One-year anniversary at Crestmont; her first day was the Boerne ribbon-cutting.
1:23 &mdash; Biggest lessons from year one: Learning to simplify complex financial concepts when talking with clients; understanding that clarity beats jargon.
3:21 &mdash; Going back to Texas A&amp;M: Attending career day, RIA Day (a new on-campus RIA office partnership funded by Charles Schwab Foundation), and alumni events.
5:46 &mdash; Internship vs. full-time: The shift from internship to real-world work &mdash; adjusting to full days, time management, and work-life balance.
8:05 &mdash; The Survivor's Guide project: A document Crestmont is creating to help clients organize critical info (wills, contacts, accounts) for loved ones in the event of a death.
9:18 &mdash; Upcoming intern Agnes: A Texas A&amp;M senior joining for a July internship; Rebecca will help mentor her.
9:58 &mdash; Personal life: Outdoors, pickleball, family/friends &mdash; and a summer packed with three weddings.
10:42 &mdash; Wedding season finances: Budgeting for being in multiple weddings; advice to set funds aside, especially for destination weddings.
11:32 &mdash; Grandmother shout-out &amp; close: Rebecca shouts out her "Nanny" who listens to every episode. Sam closes by thanking Rebecca and celebrating her growth.
📍 Crestmont Private Wealth | Houston &amp; Boerne, TX
Original Air Date: June 6, 2026 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

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”