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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 are some of the few agents in the
ues: Attention, Accountability, 210-220-6513 state who specialize in medical
Padgett Stratemann & Co., LLP Appreciation, Adaptability and lthorne@frostbank.com malpractice and all lines of insur-
(HH Silver Sponsor) Attainability. We work hard and www.frostbank.com ance for the medical community.
Padgett Stratemann is one of together with our clients to ac- “Frost@Work provides your em- Brandi Vitier
Texas’ largest, locally owned CPA complish great things. ployees with free personalized 210-807-5581
firms, providing sophisticated ac- Jeanne Bennett banking services.” brandi.vitier@
counting, audit, tax and business 210- 343-4556 thebankofsa.com
consulting services. jeanne.bennett@amegybank.com IBC Bank www.thebankofsa.com
Vicky Martin, CPA Karen Leckie (HHH Gold Sponsor)
210-828-6281 210-343-4558 IBC Bank is a $12.4 billion multi- SSFCU
Vicky.Martin@Padgett-CPA.com karen.leckie@amegybank.com bank financial company, with over (HHH Gold Sponsor)
www.Padgett-CPA.com www.amegybank.com 212 facilities and more than 325 Founded in 1956, Security Service
“Offering service more than ex- “Community banking partnership.” ATMs serving 90 communities in provides medical professionals
pected — on every engagement.” Texas and Oklahoma. IBC Bank- with exceptional service and
BB&T San Antonio has been serving the competitive rates on a line of
Sol Schwartz & Associates P.C. (HHH Gold Sponsor) Alamo City community since 1986 mortgage products including
(HH Silver Sponsor) Checking, savings, investments, and has a retail branch network of one-time close construction,
We specialize in areas that are insurance — BB&T offers banking 30 locations throughout the area. unimproved lots/land, jumbo and
most critical to a company’s fiscal services to help you reach your fi- Markham Benn specialized adjustable-rate mort-
well-being in today’s competitive nancial goals and plan for a 210-354-6921 gage loans.
markets. sound financial future. MarkhamBenn@ibc.com Commercial Services
Jim Rice, CPA Chris Sherman www.ibc.com Luis Rosales
210-384-8000, ext. 112 210-247-2978 “Leader in commercial lending.” 210-476-4426
jprice@ssacpa.com csherman@bbandt.com lrosales@ssfcu.org
www.ssacpa.com Ben Pressentin Ozona Bank Investment Services
“Dedicated to working with 210-762-3175 (HHH Gold Sponsor) John Dallahan
physicians and physician groups.” bpressentin@bbandt.com Ozona National Bank is a full-ser- 210-476-4410
www.bbt.com vice commercial bank specializing jdallahan@ssfcu.org
BANKING in commercial real estate, con- Mortgage Services
Broadway Bank struction (owner and non-owner Glynis Miller
BBVA Compass (HHH Gold Sponsor) occupied), business lines of credit 210-476-4833
(HHHH 10K Platinum Sponsor) Healthcare banking experts with and equipment loans. gmiller@ssfcu.org
Our healthcare financial team pro- a private banking team commit- Lydia Gonzales
vides customized solutions for you, ted to supporting the medical 210-319-3501 Bank of America
your business and employees. community. lydiag@ozonabank.com (HH Silver Sponsor)
Commercial Relationship Manager Ken Herring www.ozonabank.com Bank of America provides people,
Zaida Saliba 210-283-4026 companies and institutional in-
210-370-6012 kherring@broadwaybank.com Regions Bank vestors the financial products and
Zaida.Saliba@BBVACompass.com www.broadwaybank.com ( Gold Sponsor) services they need to help achieve
Global Wealth Management “We’re here for good.” VP Physician Lending Group their goals at every stage of their
Mary Mahlie Moses D. Luevano, financial lives.
210-370-6029 Frost 512-663-7743 phone Jennifer Dooling
mary.mahlie@bbvacompass.com (HHH Gold Sponsor) moses.luevano@regions.com 210-270-5226
Medical Branch Manager As one of the largest Texas-based jennifer.dooling@baml.com
Vicki Watkins banks, Frost has helped Texans The Bank of San Antonio Courtney Martinez
210-592-5755 with their financial needs since (HHH Gold Sponsor) 210-419-2643
vicki.watkins@bbva.com 1868, offering award-winning We specialize in insurance and courtney.martinez@baml.com
Business Banking Officer customer service and a range of banking products for physician http://about.bankofamerica.com/
Jamie Gutierrez banking, investment and insur- groups and individual physicians. en-us/index.html
210-284-2815 ance services to individuals and Our local insurance professionals Making financial lives better —
jamie.gutierrez@bbva.com businesses. one connection at a time
www.bbvacompass.com
“Working for a better future.” Firstmark Credit Union
(HH Silver Sponsor)
Amegy Bank of Texas Address your office needs: Up-
(HHH Gold Sponsor) grading your equipment or tech-
We believe that any great rela- nology • Expanding your office
space • We offer loans to meet
your business or personal needs.
Competitive rates, favorable
terms and local decisions.
Gregg Thorne
Continued on page 38
visit us at www.bcms.org 37
