Sam McGee, CEO of Crestmont Private Wealth, interviews Dr. Justin Lockhart, a licensed therapist and PhD counselor, on the topic of executive and business owner burnout. Dr. Lockhart explains that burnout — defined by disengagement, cynicism, and lack of personal efficacy — affects ~95% of his clients in some capacity. The conversation covers how COVID amplified burnout, warning signs for managers to watch for, and how personal resources like resilience and self-efficacy can be built. Sam shares how Crestmont uses a 1–5 wellbeing check-in system in team meetings to normalize vulnerability. Dr. Lockhart also shares his vision for bringing structured wellness programs into organizations. The episode closes with a reflection on community, employee culture, and the quote: "In the joy of others lies our own."

0:00 — Introduction: Sam introduces the show, the April 9th recording date, and the Bernie office beautification project

0:42 — Guest intro: Dr. Justin Lockhart, PhD, LPC — therapist specializing in anxiety, trauma, and men's issues

1:35 — Topic intro: Executive burnout, Type A personalities, and why wellness matters for high earners

2:01 — How prevalent is burnout? Dr. Lockhart says ~95% of his clients experience it in some form

3:00 — COVID's impact: External stressors compound internal pressure, increasing burnout risk

4:00 — Defining burnout: Three components — disengagement, cynicism, and lack of personal efficacy

5:04 — Organizational impact: Burnout "knee-caps" a company's potential; high performers are most at risk

5:48 — What managers can do: Periodic check-ins, balancing job demands with resources

6:19 — Building personal resources: Hope, self-efficacy, resilience, and optimism

6:45 — Sam shares Crestmont's 1–5 wellbeing and capacity check-in system used in weekly staff meetings

7:37 — Is this common? Dr. Lockhart praises the approach but notes it's rare and often done as lip service

9:16 — Org size vs. wellness: Connection at the team/manager level matters more than company size

9:51 — Engagement and self-care: The "oxygen mask" analogy — leaders must care for themselves first

10:44 — Dr. Lockhart's vision: Corporate wellness packages, contracted sessions, culture audits

11:36 — Closing thoughts: Burnout awareness for owners and executives; people drive organizations

12:31 — Contact info: drjlockhart@lockhartmentalhealth.com

13:02 — Closing quote: "In the joy of others lies our own" — on community, culture, and providing a path for others

Original Air Date: April 18, 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, CEO of Crestmont Private Wealth, interviews Dr. Justin Lockhart, a licensed therapist and PhD counselor, on the topic of executive and business owner burnout. Dr. Lockhart explains that burnout &mdash; defined by disengagement, cynicism, and lack of personal efficacy &mdash; affects ~95% of his clients in some capacity. The conversation covers how COVID amplified burnout, warning signs for managers to watch for, and how personal resources like resilience and self-efficacy can be built. Sam shares how Crestmont uses a 1&ndash;5 wellbeing check-in system in team meetings to normalize vulnerability. Dr. Lockhart also shares his vision for bringing structured wellness programs into organizations. The episode closes with a reflection on community, employee culture, and the quote: "In the joy of others lies our own."
0:00 &mdash; Introduction: Sam introduces the show, the April 9th recording date, and the Bernie office beautification project
0:42 &mdash; Guest intro: Dr. Justin Lockhart, PhD, LPC &mdash; therapist specializing in anxiety, trauma, and men's issues
1:35 &mdash; Topic intro: Executive burnout, Type A personalities, and why wellness matters for high earners
2:01 &mdash; How prevalent is burnout? Dr. Lockhart says ~95% of his clients experience it in some form
3:00 &mdash; COVID's impact: External stressors compound internal pressure, increasing burnout risk
4:00 &mdash; Defining burnout: Three components &mdash; disengagement, cynicism, and lack of personal efficacy
5:04 &mdash; Organizational impact: Burnout "knee-caps" a company's potential; high performers are most at risk
5:48 &mdash; What managers can do: Periodic check-ins, balancing job demands with resources
6:19 &mdash; Building personal resources: Hope, self-efficacy, resilience, and optimism
6:45 &mdash; Sam shares Crestmont's 1&ndash;5 wellbeing and capacity check-in system used in weekly staff meetings
7:37 &mdash; Is this common? Dr. Lockhart praises the approach but notes it's rare and often done as lip service
9:16 &mdash; Org size vs. wellness: Connection at the team/manager level matters more than company size
9:51 &mdash; Engagement and self-care: The "oxygen mask" analogy &mdash; leaders must care for themselves first
10:44 &mdash; Dr. Lockhart's vision: Corporate wellness packages, contracted sessions, culture audits
11:36 &mdash; Closing thoughts: Burnout awareness for owners and executives; people drive organizations
12:31 &mdash; Contact info: drjlockhart@lockhartmentalhealth.com
13:02 &mdash; Closing quote: "In the joy of others lies our own" &mdash; on community, culture, and providing a path for others
Original Air Date: April 18, 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”