The Ascent - Nathan Harness

Join Sam McGee from Crestmont Private Wealth as he interviews Dr. Nathan Harness, Director of the Financial Planning Program at Texas A&M University. They discuss Nathan’s journey into financial planning, the growth of the Texas A&M program, the evolving landscape of financial advice, the shortage of new advisors, and the importance of values and faith in shaping future leaders. Whether you’re interested in finance, education, or personal growth, this episode offers valuable insights into the next generation of financial professionals. 00:00 – Introduction: Meet Dr. Nathan Harness and the Texas A&M Financial Planning Program 00:45 – Nathan’s Background: Early interest in finance and career journey 01:40 – Evolution of the Financial Planning Industry 02:24 – Pursuing Advanced Degrees and Entering Academia 03:18 – Building the Texas A&M Financial Planning Program 04:00 – Core Values and Mission of the Program 05:17 – Program Growth: From 25 to 400+ students 06:00 – The Need for Financial Advice and Industry Impact 07:11 – Sending Graduates into the Industry 08:00 – The Importance of Values-Based Education 09:00 – The Shortage of Financial Advisors and Aging Workforce 10:00 – Opportunities for Young Adults and Career Changers 11:00 – Texas as a Hub for Financial Services Growth 12:00 – Charles Schwab’s Gift and New Facilities 12:30 – The Role of Faith and Values in Nathan’s Work 13:30 – Investing in the Next Generation: Brotherhood of Christian Aggies 14:30 – Final Thoughts: Living Out Convictions and Impacting the World 15:00 – Closing Remarks and Blessings   Original Air Date: December 20, 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.