In this episode of The Ascent features Sam McGee interviewing Hannah Perry, COO and equity partner at Crestmont Private Wealth, about the behind-the-scenes operations that support client service. Hannah explains her role overseeing trading, billing, onboarding, and internal operations, using the "pit crew" analogy to describe how her team executes on financial plans set by advisors. She details the digital workflow that has replaced paper applications, how the firm handles mistakes and process improvement, and the extensive checks involved in servicing multi-generational family accounts — including beneficiary reviews and required minimum distribution (RMD) audits with multiple safeguards. The conversation closes on relationship-building from an operations perspective, client communication preferences, and Crestmont's focus on financial literacy and personalized service for high-net-worth families.

 

Timeline

Time     Topic

0:00     Intro & welcome back Hannah Perry

1:02     Hannah's role as COO at Crestmont

2:11     The "pit crew" analogy for operations

3:19     How the team executes advisor decisions

4:15     Evolution from paper to digital workflows

5:24     Handling and learning from mistakes

6:19     Servicing multi-generational family accounts

6:57     Beneficiary reviews & touch points

8:11     Required minimum distributions (RMDs) deep dive

9:46     10 years of relationships & client trust

10:35  Building relationships from an operations seat

11:56  Client communication preferences

13:10  Financial literacy & who Crestmont serves

14:11  Closing & contact info

In this episode of The Ascent features Sam McGee interviewing Hannah Perry, COO and equity partner at Crestmont Private Wealth, about the behind-the-scenes operations that support client service. Hannah explains her role overseeing trading, billing, onboarding, and internal operations, using the "pit crew" analogy to describe how her team executes on financial plans set by advisors. She details the digital workflow that has replaced paper applications, how the firm handles mistakes and process improvement, and the extensive checks involved in servicing multi-generational family accounts &mdash; including beneficiary reviews and required minimum distribution (RMD) audits with multiple safeguards. The conversation closes on relationship-building from an operations perspective, client communication preferences, and Crestmont's focus on financial literacy and personalized service for high-net-worth families.
&nbsp;
Timeline
Time&nbsp;&nbsp;&nbsp;&nbsp; Topic
0:00&nbsp;&nbsp;&nbsp;&nbsp; Intro &amp; welcome back Hannah Perry
1:02&nbsp;&nbsp;&nbsp;&nbsp; Hannah's role as COO at Crestmont
2:11&nbsp;&nbsp;&nbsp;&nbsp; The "pit crew" analogy for operations
3:19&nbsp;&nbsp;&nbsp;&nbsp; How the team executes advisor decisions
4:15&nbsp;&nbsp;&nbsp;&nbsp; Evolution from paper to digital workflows
5:24&nbsp;&nbsp;&nbsp;&nbsp; Handling and learning from mistakes
6:19&nbsp;&nbsp;&nbsp;&nbsp; Servicing multi-generational family accounts
6:57&nbsp;&nbsp;&nbsp;&nbsp; Beneficiary reviews &amp; touch points
8:11&nbsp;&nbsp;&nbsp;&nbsp; Required minimum distributions (RMDs) deep dive
9:46&nbsp;&nbsp;&nbsp;&nbsp; 10 years of relationships &amp; client trust
10:35&nbsp; Building relationships from an operations seat
11:56&nbsp; Client communication preferences
13:10&nbsp; Financial literacy &amp; who Crestmont serves
14:11&nbsp; Closing &amp; contact info

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”