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BCMS CIRCLE OF FRIENDS
SERVICES DIRECTORY
Please support our sponsors with your patronage;
our sponsors support us.
ACCOUNTING FIRMS 210-592-5755 Frost The Bank of San Antonio
vicki.watkins@bbva.com (HHH Gold Sponsor) (HHH Gold Sponsor)
Padgett Stratemann & Co., LLP Business Banking Officer As one of the largest Texas-based We specialize in insurance and
(HH Silver Sponsor) Jamie Gutierrez banks, Frost has helped Texans with banking products for physician
Padgett Stratemann is one of 210-284-2815 their financial needs since 1868, of- groups and individual physicians.
Texas’ largest, locally owned CPA jamie.gutierrez@bbva.com fering award-winning customer Our local insurance professionals
firms, providing sophisticated ac- www.bbvacompass.com service and a range of banking, in- are some of the few agents in the
counting, audit, tax and business “Working for a better future” vestment and insurance services to state who specialize in medical
consulting services. individuals and businesses. malpractice and all lines of insur-
Vicky Martin, CPA Amegy Bank of Texas Lewis Thorne ance for the medical community.
210-828-6281 (HHH Gold Sponsor) 210-220-6513 Brandi Vitier
Vicky.Martin@Padgett-CPA.com We believe that any great rela- lthorne@frostbank.com 210-807-5581
www.Padgett-CPA.com tionship starts with five core val- www.frostbank.com brandi.vitier@
“Offering service more than ex- ues: Attention, Accountability, “Frost@Work provides your em- thebankofsa.com
pected — on every engagement.” Appreciation, Adaptability and At- ployees with free personalized www.thebankofsa.com
tainability. We work hard and to- banking services.”
Sol Schwartz & Associates P.C. gether with our clients to SSFCU
(HH Silver Sponsor) accomplish great things. IBC Bank (HHH Gold Sponsor)
We specialize in areas that are Jeanne Bennett (HHH Gold Sponsor) Founded in 1956, Security Service
most critical to a company’s fiscal 210- 343-4556 IBC Bank is a $12.4 billion multi- provides medical professionals
well-being in today’s competitive jeanne.bennett@amegybank.com bank financial company, with over with exceptional service and com-
markets. Karen Leckie 212 facilities and more than 325 petitive rates on a line of mort-
Jim Rice, CPA 210-343-4558 ATMs serving 90 communities in gage products including one-time
210-384-8000, ext. 112 karen.leckie@amegybank.com Texas and Oklahoma. IBC Bank- close construction, unimproved
jprice@ssacpa.com www.amegybank.com San Antonio has been serving the lot/land, jumbo, and specialized
www.ssacpa.com “Community banking partnership” Alamo City community since 1986 adjustable-rate mortgage loans.
“Dedicated to working with and has a retail branch network of Commercial Services
physicians and physician groups.” BB&T 30 locations throughout the area. Luis Rosales
(HHH Gold Sponsor) Markham Benn 210-476-4426
ARMY HEALTHCARE Checking, savings, investments, in- 210-518-2500, ext. 26921 lrosales@ssfcu.org
surance — BB&T offers banking MarkhamBenn@ibc.com Investment Services
5th Medical Recruiting BN services to help you reach your fi- www.ibc.com John Dallahan
(HH Silver Sponsor) nancial goals and plan for a sound “Leader in commercial lending.” 210-476-4410
We recruit quality men and financial future. jdallahan@ssfcu.org
women who would like to be a Chris Sherman Ozona Bank Mortgage Services
part of our team. 210-247-2978 (HHH Gold Sponsor) Glynis Miller
SFC Cherie Kirk csherman@bbandt.com Ozona National Bank is a full-ser- 210-476-4833
210-692-7376 Ben Pressentin vice commercial bank specializing gmiller@ssfcu.org
Cherie.k.kirk.mil@mail.mil 210-762-3175 in commercial real estate, con-
www.youtube.com/watch?v=kwe bpressentin@bbandt.com struction (owner and non-owner Bank of America
qi3TelO8 www.bbt.com occupied), business lines of credit (HH Silver Sponsor)
"Serving to heal, Honored to and equipment loans. Bank of America provides people,
serve" Broadway Bank Lydia Gonzales companies and institutional in-
(HHH Gold Sponsor) 210-319-3501 vestors the financial products and
BANKING Healthcare banking experts with a lydiag@ozonabank.com services they need to help achieve
private banking team committed www.ozonabank.com their goals at every stage of their
BBVA Compass to supporting the medical com- financial lives.
(HHHH 10K Platinum Sponsor) munity. Regions Bank Jennifer Dooling
Our healthcare financial team pro- Ken Herring (HHH Gold Sponsor) 210-270-5226
vides customized solutions for 210-283-4026 VP Physician Lending Group jennifer.dooling@baml.com
you, your business and employees. kherring@ Moses D. Luevano, Courtney Martinez
Commercial Relationship Manager broadwaybank.com 512-663-7743 phone 210-419-2643
Zaida Saliba www.broadwaybank.com moses.luevano@regions.com courtney.martinez@baml.com
210-370-6012 “We’re here for good.” bankofamerica.com
Zaida.Saliba@BBVACompass.com Making financial lives better —
Global Wealth Management one connection at a time
Mary Mahlie
210-370-6029 Firstmark Credit Union
mary.mahlie@bbvacompass.com (HH Silver Sponsor)
Medical Branch Manager Address your office needs: Up-
Vicki Watkins
continued on page 40
visit us at www.bcms.org 39
