Meet the team
Chief Executive Officer
George is a CPA 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 email@example.com
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 in 2018. He has a commitment to serving others in the community and for helping his clients to achieve their financial goals.
Learn more about Jason
Contact Jason at 713-984-8044 or firstname.lastname@example.org
Ron Schutz founded SMART Group Houston in 1990. This was his third start-up but definitely not his last. His desire has always been to assist business owners realize their full potential for their business. Enjoying chess in his early years, he has a natural tendency to develop strategies and see workable solutions in preparing companies for transition. To Ron, transition means moving forward from today to where you want to go in the future.
Learn more about Ron
Contact Ron at 713-984-8044, ext. 7 or email@example.com
Client Services & Sr. Registered Strategist
After an 8-year career in the banking business, Jeannice ran her own company in the pest control industry for 10 years. Then from 1989 to 2003, she worked for a company with multiple entities where she rose to Corporate Assistant Controller.
Learn more about Jeannice
Contact Jeannice at 713-984-8044, ext. 3 or firstname.lastname@example.org
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. 8 or email@example.com
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. 4 or firstname.lastname@example.org
Chief Operating Officer
Gail joined SMART Group Houston in 2002, following more than 20 years in advertising and public relations. She served as a spokesperson for the Shell and Texaco brands as a consultant to Shell Oil Products and spent nine years with Duke Energy before joining SMART Group Houston.
Learn more about Gail
Contact Gail at 713-984-8044, ext. 1 or email@example.com
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. 2 or firstname.lastname@example.org
Thomas worked in a variety of fields — including travel, service industry, nonprofit public relations, freelance writing, and community management – before joining the SMART Group Houston team in 2018.
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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