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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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visit us at www.bcms.org 37
