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