This podcast episode features an engaging conversation between Sam McGee, CEO and owner of Crestmont Private Wealth, and Hannah Perry, the firm's Chief Operating Officer.
Sam and Hannah discuss her journey with the company, starting with her days at LSU and her initial roles in Houston, through her move to Lakeway, working remotely during the pandemic, and ultimately relocating to Boerne.
Hannah shares how her responsibilities evolved over eight years, from basic administrative tasks to significant projects like implementing a new CRM system. The conversation emphasizes the importance of adaptability, teamwork, and continuous learning in career growth. The episode celebrates Hannah's new role as an equity partner at Crestmont Private Wealth, highlighting the firm's supportive environment and opportunities for professional development.
Original Air Date: July 5, 2025 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
See omnystudio.com/listener for privacy information.
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