EPISODE · Aug 8, 2026 · 14 MIN
The Ascent with Crestmont Private Wealth - Hannah Perry 1 8-8-26
from The Ascent With Crestmont Private Wealth · host Sam McGee
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: 830-368-2898See omnystudio.com/listener for privacy information.
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The Ascent with Crestmont Private Wealth - Hannah Perry 1 8-8-26
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