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.
Aileen had a long tenure in the retail industry. During her 25 years with Academy Sport + Outdoors, Aileen held positions which began at the store level and ended on the corporate side as a Store Operations Analyst. Her experience included management, analytics, projections, sales trends, financial reporting and expense tracking, which are greatly utilized to personalize our client’s financial modeling.
Aileen enjoys spending time with family and her pets. She has an Associates of Arts with a focus on Business (AAB) from Lone Star College and is currently pursuing a Bachelors in Business Administration.