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BCMS CIRCLE OF FRIENDS
                                     SERVICES DIRECTORY

                                     Please support our sponsors with your patronage;
                                     our sponsors support us.

ACCOUNTING FIRMS                     tionship starts with five core val-  Lewis Thorne                         SSFCU
                                     ues: Attention, Accountability,      210-220-6513                         (HHH Gold Sponsor)
Padgett Stratemann & Co., LLP        Appreciation, Adaptability and       lthorne@frostbank.com                Founded in 1956, Security Service
(HH Silver Sponsor)                  Attainability. We work hard and      www.frostbank.com                    provides medical professionals
Padgett Stratemann is one of         together with our clients to ac-     “Frost@Work provides your em-        with exceptional service and
Texas’ largest, locally owned CPA    complish great things.               ployees with free personalized       competitive rates on a line of
firms, providing sophisticated ac-   Jeanne Bennett                       banking services.”                   mortgage products including
counting, audit, tax and business    210- 343-4556                                                             one-time close construction,
consulting services.                 jeanne.bennett@amegybank.com         IBC Bank                             unimproved lots/land, jumbo and
Vicky Martin, CPA                    Karen Leckie                         (HHH Gold Sponsor)                   specialized adjustable-rate mort-
210-828-6281                         210-343-4558                         IBC Bank is a $12.4 billion multi-   gage loans.
Vicky.Martin@Padgett-CPA.com         karen.leckie@amegybank.com           bank financial company, with over    Commercial Services
www.Padgett-CPA.com                  www.amegybank.com                    212 facilities and more than 325     Luis Rosales
“Offering service more than ex-      “Community banking partnership.”     ATMs serving 90 communities in       210-476-4426
pected — on every engagement.”                                            Texas and Oklahoma. IBC Bank-        lrosales@ssfcu.org
                                     BB&T                                 San Antonio has been serving the     Investment Services
Sol Schwartz & Associates P.C.       (HHH Gold Sponsor)                   Alamo City community since 1986      John Dallahan
(HH Silver Sponsor)                  Checking, savings, investments,      and has a retail branch network of   210-476-4410
We specialize in areas that are      insurance — BB&T offers banking      30 locations throughout the area.    jdallahan@ssfcu.org
most critical to a company’s fiscal  services to help you reach your fi-  Markham Benn                         Mortgage Services
well-being in today’s competitive    nancial goals and plan for a         210-354-6921                         Glynis Miller
markets.                             sound financial future.              MarkhamBenn@ibc.com                  210-476-4833
Jim Rice, CPA                        Chris Sherman                        www.ibc.com                          gmiller@ssfcu.org
210-384-8000, ext. 112               210-247-2978                         “Leader in commercial lending.”
jprice@ssacpa.com                    csherman@bbandt.com                                                       Bank of America
www.ssacpa.com                       Ben Pressentin                       Ozona Bank                           (HH Silver Sponsor)
“Dedicated to working with           210-762-3175                         (HHH Gold Sponsor)                   Bank of America provides people,
physicians and physician groups.”    bpressentin@bbandt.com               Ozona National Bank is a full-ser-   companies and institutional in-
                                     www.bbt.com                          vice commercial bank specializing    vestors the financial products and
BANKING                                                                   in commercial real estate, con-      services they need to help achieve
                                     Broadway Bank                        struction (owner and non-owner       their goals at every stage of their
BBVA Compass                         (HHH Gold Sponsor)                   occupied), business lines of credit  financial lives.
(HHHH 10K Platinum Sponsor)          Healthcare banking experts with      and equipment loans.                 Jennifer Dooling
Our healthcare financial team pro-   a private banking team commit-       Lydia Gonzales                       210-270-5226
vides customized solutions for you,  ted to supporting the medical        210-319-3501                         jennifer.dooling@baml.com
your business and employees.         community.                           lydiag@ozonabank.com                 Courtney Martinez
Commercial Relationship Manager      Ken Herring                          www.ozonabank.com                    210-419-2643
Zaida Saliba                         210-283-4026                                                              courtney.martinez@baml.com
210-370-6012                         kherring@broadwaybank.com            The Bank of San Antonio              http://about.bankofamerica.com/
Zaida.Saliba@BBVACompass.com         www.broadwaybank.com                 (HHH Gold Sponsor)                   en-us/index.html
Global Wealth Management             “We’re here for good.”               We specialize in insurance and       Making financial lives better —
Mary Mahlie                                                               banking products for physician       one connection at a time
210-370-6029                         Frost                                groups and individual physicians.
mary.mahlie@bbvacompass.com          (HHH Gold Sponsor)                   Our local insurance professionals    Firstmark Credit Union
Medical Branch Manager               As one of the largest Texas-based    are some of the few agents in the    (HH Silver Sponsor)
Vicki Watkins                        banks, Frost has helped Texans       state who specialize in medical      Address your office needs: Up-
210-592-5755                         with their financial needs since     malpractice and all lines of insur-  grading your equipment or tech-
vicki.watkins@bbva.com               1868, offering award-winning         ance for the medical community.      nology • Expanding your office
Business Banking Officer             customer service and a range of      Brandi Vitier                        space • We offer loans to meet
Jamie Gutierrez                      banking, investment and insur-       210-807-5581                         your business or personal needs.
210-284-2815                         ance services to individuals and     brandi.vitier@                       Competitive rates, favorable
jamie.gutierrez@bbva.com             businesses.                          thebankofsa.com                      terms and local decisions.
www.bbvacompass.com                                                       www.thebankofsa.com                  Gregg Thorne
“Working for a better future.”                                                                                 SVP Lending
                                                                                                               210-308-7819
Amegy Bank of Texas                                                                                            greggt@firstmarkcu.org
(HHH Gold Sponsor)                                                                                             www.firstmarkcu.org
We believe that any great rela-
                                                                                                               Generations Federal
                                                                                                               Credit Union
                                                                                                               (HH Silver Sponsor)
                                                                                                               Generations provides a wide array
                                                                                                               of innovative products including

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