Samuel McGee is a CFA® charterholder with 21 years of industry experience. He has been with Crestmont Private Wealth LLC since 2019, following prior roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Avondale Wealth Management, LLC. Outside of his advisory work, McGee serves on multiple nonprofit and community boards, including the Texas Board of Professional Geoscientists and Hill Country Family Services, and is active in organizations such as the Texas Hill Country Mustang Club and local political and athletic booster groups. Crestmont Private Wealth LLC provides discretionary and non-discretionary investment management, financial planning, and retirement services to individuals, families, estates, trusts, corporations, and charitable foundations. The firm emphasizes strategic asset allocation with tactical adjustments and a value-oriented investment style, managing approximately $363 million with a small supported team of advisors and offering specialized advisory services for legacy positions.