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