Sam McGee of Crestmont Private Wealth sits down with business partner and Chief Operating Officer Hannah Perry to discuss her decade-long journey from intern to equity partner. Hannah shares career advice for young professionals, breaks down what a custodian is in plain English, covers cybersecurity best practices for investors, and opens up about faith, family, and work-life balance in Boerne, Texas.

 

Chapter Timeline:

 

0:00 – Welcome & Introducing Hannah Perry and Roland Ruiz

1:24 – Hannah's Career Journey: From Intern to COO

3:30 – Advice for Young Professionals

5:20 – What Is a Custodian? Choosing & Switching Custodians

8:18 – Cybersecurity & Protecting Client Assets

9:42 – Personal Side: Family, Faith & Life in Boerne

11:51 – Vision for Crestmont's Future & Work-Life Balance

13:06 – Redbird Ministries & Community Giving

 

Original Air Date: August 8, 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 of Crestmont Private Wealth sits down with business partner and Chief Operating Officer Hannah Perry to discuss her decade-long journey from intern to equity partner. Hannah shares career advice for young professionals, breaks down what a custodian is in plain English, covers cybersecurity best practices for investors, and opens up about faith, family, and work-life balance in Boerne, Texas.
&nbsp;
Chapter Timeline:
&nbsp;
0:00 &ndash; Welcome &amp; Introducing Hannah Perry and Roland Ruiz
1:24 &ndash; Hannah's Career Journey: From Intern to COO
3:30 &ndash; Advice for Young Professionals
5:20 &ndash; What Is a Custodian? Choosing &amp; Switching Custodians
8:18 &ndash; Cybersecurity &amp; Protecting Client Assets
9:42 &ndash; Personal Side: Family, Faith &amp; Life in Boerne
11:51 &ndash; Vision for Crestmont's Future &amp; Work-Life Balance
13:06 &ndash; Redbird Ministries &amp; Community Giving
&nbsp;
Original Air Date: August 8, 2026 at 8:30am as heard on Boerne Radio 103.9FM
Contact:&nbsp; www.crestmontpw.com
Alec Walker in Houston:&nbsp; 831-280-5288
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”