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BCMS CIRCLE OF FRIENDS
SERVICES DIRECTORY
Please support our sponsors with your patronage;
our sponsors support us.
aCCOuNTINg FIRMS Wealth Manager BB&T San Antonio has been serving the
David K. Alvarez, CFP® (HHH Gold Sponsor) Alamo City community since 1986
Padgett Stratemann & Co., LLP 210-271-7947 ext. 119 Checking, savings, investments, in- and has a retail branch network of
(HH Silver Sponsor) dalvarez@intercontl.com surance — BB&T offers banking 30 locations throughout the area.
Padgett Stratemann is one of Vice President services to help you reach your fi- Markham Benn
Texas’ largest, locally owned CPA John Hennessy, ChFC® nancial goals and plan for a sound 210-518-2500, ext. 26921
firms, providing sophisticated ac- 210-271-7947 ext. 112 financial future. MarkhamBenn@ibc.com
counting, audit, tax and business jhennessy@intercontl.com Stephanie Dick www.ibc.com
consulting services. www.intercontl.com Vice President- Commercial “Leader in commercial lending.”
Vicky Martin, CPA “Advice, Planning and Execution Banking
210-828-6281 that goes beyond portfolio man- 210-247-2979 Ozona Bank
Vicky.Martin@Padgett-CPA.com agement” sdick@bbandt.com (HHH Gold Sponsor)
www.Padgett-CPA.com Ben Pressentin Ozona National Bank is a full-ser-
“Offering service more than ex- BaNkINg 210-762-3175 vice commercial bank specializing
pected — on every engagement.” bpressentin@bbandt.com in commercial real estate, con-
BBVA Compass www.bbt.com struction (owner and non-owner
Sol Schwartz & Associates P.C. (HHHH 10K Platinum Sponsor) occupied), business lines of credit
(HH Silver Sponsor) Our healthcare financial team pro- Broadway Bank and equipment loans.
We specialize in areas that are vides customized solutions for (HHH Gold Sponsor) Lydia Gonzales
most critical to a company’s fiscal you, your business and employees. Healthcare banking experts with a 210-319-3501
well-being in today’s competitive Commercial Relationship Manager private banking team committed lydiag@ozonabank.com
markets. Zaida Saliba to supporting the medical com- www.ozonabank.com
Jim Rice, CPA 210-370-6012 munity.
210-384-8000, ext. 112 Zaida.Saliba@BBVACompass.com Ken Herring Regions Bank
jprice@ssacpa.com Global Wealth Management 210-283-4026 (HHH Gold Sponsor)
www.ssacpa.com Mary Mahlie kherring@broadwaybank.com VP Physician Lending Group
“Dedicated to working with 210-370-6029 www.broadwaybank.com Moses D. Luevano,
physicians and physician groups.” mary.mahlie@bbvacompass.com “We’re here for good.” 512-663-7743 phone
Medical Branch Manager moses.luevano@regions.com
aRMY hEaLThCaRE Vicki Watkins Frost
210-592-5755 (HHH Gold Sponsor) The Bank of San Antonio
5th Medical Recruiting BN vicki.watkins@bbva.com As one of the largest Texas-based (HHH Gold Sponsor)
(HH Silver Sponsor) Business Banking Officer banks, Frost has helped Texans with We specialize in insurance and
We recruit quality men and Jamie Gutierrez their financial needs since 1868, of- banking products for physician
women who would like to be a 210-284-2815 fering award-winning customer groups and individual physicians.
part of our team. jamie.gutierrez@bbva.com service and a range of banking, in- Our local insurance professionals
SFC Cherie Kirk www.bbvacompass.com vestment and insurance services to are some of the few agents in the
210-692-7376 “Working for a better future” individuals and businesses. state who specialize in medical
Cherie.k.kirk.mil@mail.mil Lewis Thorne malpractice and all lines of insur-
www.youtube.com/watch?v=kwe Amegy Bank of Texas 210-220-6513 ance for the medical community.
qi3TelO8 (HHH Gold Sponsor) lthorne@frostbank.com Brandi Vitier
"Serving to heal, Honored to We believe that any great rela- www.frostbank.com 210-807-5581
serve" tionship starts with five core val- “Frost@Work provides your em- brandi.vitier@
ues: Attention, Accountability, ployees with free personalized thebankofsa.com
aSSET MaNagEMENT Appreciation, Adaptability and At- banking services.” www.thebankofsa.com
tainability. We work hard and to-
Intercontinental Wealth gether with our clients to IBC Bank SSFCU
Advisors LLC. accomplish great things. (HHH Gold Sponsor) (HHH Gold Sponsor)
(HHH Gold Sponsor) Jeanne Bennett IBC Bank is a $12.4 billion multi- Founded in 1956, Security Service
Your money’s worth is in the 210- 343-4556 bank financial company, with over provides medical professionals
things it can do for you, things jeanne.bennett@amegybank.com 212 facilities and more than 325 with exceptional service and com-
that are as unique and personal Karen Leckie ATMs serving 90 communities in petitive rates on a line of mort-
as your heart and mind. We craft 210-343-4558 Texas and Oklahoma. IBC Bank- gage products including one-time
customized solutions to meet in- karen.leckie@amegybank.com close construction, unimproved
vestment challenges and help www.amegybank.com lot/land, jumbo, and specialized
achieve financial objectives. “Community banking partnership”
Vice President continued on page 38
Jaime Chavez, RFC®
210-271-7947 ext. 109 visit us at www.bcms.org 37
jchavez@intercontl.com
