About Us

Think of us as personal trainers for your business. You don’t really want to work out, but you know the exercise will be good for you. You’ll be healthier and have more energy. That’s what we want for your business—to positively impact the financial health of your company.

Financial Trainers



Ron Schutz desires to assist business owners in realizing 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.

Being drawn to math in college and practical applications, he earned his Bachelor’s degree in Mechanical Engineering, with a nuclear engineering minor from the United States Merchant Marine Academy (Kings Point). This taught him to think in a disciplined problem solving manner.

Hungry for more knowledge, he completed his MBA from NYU in finance and marketing – one year after being licensed in the financial services industry. It continues to amaze Ron how highly motivated owners, with greater confidence can aggressively pursue their desired outcome. This experience is called The Route to Wealth ™ process.

Ron’s Kolbe Profile is 3-4-10-1 which says he is intuitive, visionary and highly original, finding alternatives and discovering unique ways to get things done. He skips the details and goes to the bottom line, getting the overview, and capturing the essence. He is great at creating a sense of urgency and initiating change. It says he can see the big picture and can visualize possibilities. He has a knack for seeing solutions in his mind and making decisions without having tangible evidence.

Registered to offer securities in Texas, California, Massachusetts, Minnesota, and Virginia.

Registered to offer advisory services in Texas, California, Florida, Kansas, Oklahoma, and Virginia.

Check the background of this investment professional at http://brokercheck.finra.org.

Photo by Michelle Boyd Photography.



George H. Abboud, CPA has more than 16 years of high-level management and financial experience. He joined SMART Group Houston as President in 2009 to apply his
skills to helping individuals and families as well as executives and business owners develop comprehensive Money in Motion Solutions® to help them achieve their long-term dreams of financial security.

He is former President and Partner of Cadre Partners LLC, a Houston, Texas-based consulting practice. Cadre Partners offered COO and CFO consulting services.

Prior to starting Cadre Partners, George held the position of CFO and General Manager of a privately owned investment company. His corporate experience came from an 11- year upward progression within a publicly traded printing conglomerate, culminating in his role as Vice President of Operations for 75 operating companies.

George holds a B.B.A. from the University of Texas at Austin and has held his CPA license in Texas since 1997. He is a member of Vistage and active in CBMC. He spends his free time with wife Monica, and their three children.

George’s Kolbe Profile is 5-1-9-4 which says he is terrific with future-oriented challenges and dealing with essential facts. He considers all the evidence and find ways around problems. He initiates change, improvises solutions and promotes alternatives. He has a knack for protecting what has been built and fixing things that break. He is great at creating a sense of urgency and using ad libs and improvised metaphors to communicate. He prevents getting boxed in by staying open to alternatives.

Registered to offer securities in Texas, California, Florida, Michigan, and Minnesota.

Registered to offer advisory services in Texas, California, Kansas, Michigan, and North Carolina.

Check the background of this investment professional at http://brokercheck.finra.org.



Chris Bourgeois is the newest member of our team of advisors. He brings more than 16 years of experience developing solutions for executives, families, and business owners. He has a knack for helping determine the most urgent goals and helping direct the solution whether he provides the answer directly or connects you with the expert to help you.

As a former PGA club professional (and still an avid player), Chris knows the importance of the “swing.” You can have the best clubs available but if you haven’t fine-tuned your swing, you may end up with less than what you hoped for.

Before joining our team, Chris served as a Vice President at Woodforest Financial Services, as a managing partner of High Point Financial Group, and as an advisor with IMG Financial Group. In 2003 Chris was named the New Associate of the Year by Securian Financial Network, a nationwide network of financial services firms. It is the marketing name for the sales and distribution arm of Securian Financial Group, Inc.  Chris was nominated and awarded the prestigious “Rising Star” award given by the Houston Association of Insurance and Financial Advisors (2005) as well as the Excellence in Performance award given by Securian Financial Group, Inc.

Chris attended Louisiana State University and the University of Texas, Austin.  He enjoys spending time with his wife Mikael Ann and young daughter.

Chris’s Kolbe Profile is 8-6-4-2 which says his forte is in combining his sense of history with his talent for seeing themes. He uses the greatest amount of energy figuring out the background of a problem and the steps necessary to solve it. He is great at helping define objectives, establishing priorities and developing complex strategies.  A key goal for Chris is to help clients navigate through uncertainty by monitoring, adjusting, and mediating between the vision and the given.

Registered to offer securities and advisory services in Texas.

Check the background of this investment professional at http://brokercheck.finra.org