Uncommon Thinking
Meet the team
Chief Executive Officer
George is a CPA and CEPA with more than two decades of high-level management and financial experience. He joined SMART Group Houston as President in 2009. He specializes in helping individuals and families, as well as executives and business owners, develop comprehensive solutions to achieve their long-term dreams of financial independence.
Learn more about George
Contact George at 713-984-8044 or gabboud@exponentx.net
President
Chris’ passion lies in meeting new people, learning about them and building strong long-term relationships built on a foundation of education, trust and a desire to help people achieve their financial goals. His recent CEPA designation reflects that same commitment to continual learning and professional excellence.
Learn more about Chris
Contact Chris at 713-984-8044 or chris@exponentx.net
SAMI E. ABBOUD
Vice President
As a proven executive with over twenty years of management experience, Sami offers a unique combination of skills and expertise including executive leadership, communications, strategic thinking, FP&A, M&A, treasury, working with private equity, and financial management.
Learn more about Sami
Contact Sami at 713-984-8044 ext. 105 or sabboud@smartgrouphouston.com
DOUG GIBSON
Vice President
Doug has 13 years’ experience as a financial advisor and has been helping individuals and business owners implement strategies to preserve and protect their wealth, and to live financially rewarding lives. Doug has been able to help clients successfully manage the factors within their control, to create customized solutions that address the complex needs of his clients.
Learn more about Doug
Contact Doug at 713-984-8044 ext. 110 or dgibson@smartgrouphouston.com
Vice President
After spending 16 years as a leader in the wellness and fitness industry, Jason Lee has taken his passion for serving others and moved from health management to wealth management. He joined SMART Group Houston in September 2017 and became a Vice President of Business Development in 2018. He has a commitment to serving others in the community and for helping his clients to achieve their financial goals. In line with that commitment, Jason expanded his expertise by earning the CEPA (Certified Exit Planning Advisor) designation in November 2025.
Learn more about Jason
Contact Jason at 713-984-8044 ext. 116 or jlee@exponentx.net
JOSE ALVAREZ
Client Services Associate
Jose Alvarez brings leadership, strategy, and service to SMART Group Houston as our new
Client Service Coordinator. With over 20 years of experience in the United States Marine
Corps, Jose led mission-critical operations, managed logistics across multiple units, and
spearheaded training programs to develop high-performing teams. He holds an MBA in
Finance and is certified in project management—qualifications that inform his client-first
mindset and ability to streamline internal processes. Jose is bilingual in English and
Spanish, which gives him a dynamic edge when serving our diverse client base, and he is
committed to creating meaningful, personalized client relationships that reflect SMART’s
holistic approach.
Learn more about Jose
Contact Kevin at 713-984-8044 ext. 121or jalvarez@exponentx.net
KEVIN CABALLARO
Vice President
Kevin Caballaro brings 19 years of experience in the insurance and financial services industry. He was an independent insurance advisor with a client-first, consultative approach, known for helping families and business owners think strategically about protection, cash flow, and long-term planning.
Learn more about Kevin
Contact Kevin at 713-984-8044 ext. 120 or kcaballaro@exponentx.net
AILEEN CASTILLO
Wealth Strategy Analyst
Aileen has been with SMART Group Houston for the last 5 years. Her education and experience as an analyst allow her to be successful in assisting advisors to implement financial planning and strategies. Along with supporting in the client service functions, Aileen is also involved in Profit Picture®, a visual representation of data. She is the liaison between existing clients and our IT team.
Learn more about Aileen
Contact Aileen at 713-984-8044, ext. 108 or acastillo@smartgrouphouston.com
TRACY MULVEY
Director of Insurance Services
Tracy’s passion of helping people find solutions to their challenges is a result of being a self-described “out of the box person.” Countless times, over the past 25 years of experience in the financial services industry, this has served her well. Her extensive background includes underwriting, case design, premium finance, contracting and policy service.
Learn more about Tracy
Contact Tracy at 713-984-8044, ext. 104 or tmulvey@smartgrouphouston.com
NICHOLAS PRANGNER
Director of Financial Planning
Nick entered the industry in 2006 working for one of the world’s largest mutual fund companies. In 2010 he earned the Certified Financial PlannerTM designation and began his career as a financial planner.
Learn more about Nick
Contact Nick at 713-984-8044 ext. 118 or nprangner@smartgrouphouston.com
ADELA TISCHINA
Director of Operations
Adela Tischina is a teacher at heart. She previously worked in the Houston Independent School District as an educator for many years where she served as a leader in her school. Being diverse as she is, with an interest in finance, she joined SMART Group Houston in 2015.
Learn more about Adela
Contact Adela at 713-984-8044, ext. 111 or adela@smartgrouphouston.com
AARON HEVLE
Director of Finance
Aaron has spent over 30 years in the financial services industry, serving in a variety of roles including finance, operations, and compliance and supervision. It is this multifaceted experience that offers Aaron unique incite into how we can improve our processes to provide our clients with the highest level of service.
Learn more about Aaron
Contact Aaron at 713-984-8044 ext. 102 or ahelve@exponentx.net
LESLIE CORLEY
Client Services Associate
Leslie Corley, a seasoned financial professional with over a decade of experience, continues to make a lasting impact in the world of client-focused service. With a background at firms like JPMorgan Chase, Edward Jones, and Mercer Global Advisors, Leslie specializes in relationship-driven service.
Learn more about Leslie
Contact Leslie at 713-984-8044 ext. 103 or lcorley@smartgrouphouston.com
LAURYN POWELL
Marketing Associate
Lauryn is a graduate of Texas Tech University, where she earned a degree in Finance. In addition to her degree, she also obtained certificates in both Commercial Banking and Real Estate. Now, as a Marketing Associate at SMART Group Houston, she applies her relationship-building and strategic communication skills to develop targeted marketing initiatives that resonate with business owners and individuals seeking financial guidance.
Learn more about Lauryn
Contact Lauryn at 713-984-8044 ext. 107 or lwild@smartgrouphouston.com
