This is a podcast episode of The Ascent with Crestmont Private Wealth, hosted by Sam McGee alongside Baron Wiley, featuring guest Agnes Damp, a Texas A&M senior and summer intern at Crestmont Private Wealth. After casual opening banter, the conversation covers Agnes's background: a discipleship program in Panama City Beach, her leadership as sorority president at Kappa Delta, her academic path into finance, and her Charles Schwab internship experience touring multiple RIA firms. The back half focuses on her two-week internship at Crestmont, what she learned about financial planning and client work, and closes with praise for her character and a teaser that she may get a job offer.

 

0:00 — Intro/disclaimer (Alec Walker)

0:22 — Sam McGee & Baron Wiley banter, intro Agnes

1:25 — How Agnes and Sam met via Texas A&M

2:55 — Agnes's summer: Kaleo discipleship program in Panama City Beach

4:21 — Sorority (Kappa Delta) leadership journey, becoming president

6:10 — Academic path into finance at Mays Business School

6:54 — Landing the Charles Schwab internship

8:09 — Life on Schwab's Dallas campus, RIA team rotations

9:54 — Comparing firm cultures across visits

11:28 — Transition to her Crestmont Private Wealth internship

13:02 — What she learned at Crestmont (e-money, 529 plans)

14:09 — Closing praise and reflections on her character

14:53 — Sign-off and teaser about a possible job offer

This is a podcast episode of The Ascent with Crestmont Private Wealth, hosted by Sam McGee alongside Baron Wiley, featuring guest Agnes Damp, a Texas A&amp;M senior and summer intern at Crestmont Private Wealth. After casual opening banter, the conversation covers Agnes's background: a discipleship program in Panama City Beach, her leadership as sorority president at Kappa Delta, her academic path into finance, and her Charles Schwab internship experience touring multiple RIA firms. The back half focuses on her two-week internship at Crestmont, what she learned about financial planning and client work, and closes with praise for her character and a teaser that she may get a job offer.
&nbsp;
0:00 &mdash; Intro/disclaimer (Alec Walker)
0:22 &mdash; Sam McGee &amp; Baron Wiley banter, intro Agnes
1:25 &mdash; How Agnes and Sam met via Texas A&amp;M
2:55 &mdash; Agnes's summer: Kaleo discipleship program in Panama City Beach
4:21 &mdash; Sorority (Kappa Delta) leadership journey, becoming president
6:10 &mdash; Academic path into finance at Mays Business School
6:54 &mdash; Landing the Charles Schwab internship
8:09 &mdash; Life on Schwab's Dallas campus, RIA team rotations
9:54 &mdash; Comparing firm cultures across visits
11:28 &mdash; Transition to her Crestmont Private Wealth internship
13:02 &mdash; What she learned at Crestmont (e-money, 529 plans)
14:09 &mdash; Closing praise and reflections on her character
14:53 &mdash; Sign-off and teaser about a possible job offer

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”