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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY

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adjustable-rate mortgage loans. RC Page Construction, LLC defining your objectives, creating a John Hennessy, ChFC®
Commercial Services (HHH Gold Sponsor) plan to maximize potential and in- 210-271-7947 ext. 112
Luis Rosales Commercial general contractor spiring action towards your goals. jhennessy@intercontl.com
210-476-4426 specializing in ground-up & inte- Fee-based financial plans offered at www.intercontl.com
lrosales@ssfcu.org rior finish out projects. Services in- discount for BCMS members. “Advice, Planning and Execution
Investment Services clude conceptual & final pricing, Eric Kala CFP®, AEP®, CLU®, that goes beyond portfolio man-
John Dallahan design-build & construction man- ChFC® agement”
210-476-4410 agement. Single-source manage- Wealth Management Advisor | Es-
jdallahan@ssfcu.org ment from concept to completion tate & Business Planning Advisor First Command Financial Services
Mortgage Services ensures continuity through 210.446.5755 (HH Silver Sponsor)
Glynis Miller all phases of the project. eric.kala@nm.com Nigel Davies
210-476-4833 Clay Page www.erickala.com 210-824-9894
gmiller@ssfcu.org 210-375-9150 “Inspiring Action, Maximizing Po- njdavies@firstcommand.com
clay@rcpageconstruction.com tential” www.firstcommand.com
Bank of America www.rcpageconstruction.com
(HH Silver Sponsor) Aspect Wealth Management gRaDuaTE pROgRaMS
Bank of America provides people, ELECTRONIC (HHH Gold Sponsor)
companies and institutional in- DOCuMENTaTION aND We believe wealth is more than Trinity University
vestors the financial products and TRaNSCRIpTION SERVICES money, which is why we improve (HH Silver Sponsor)
services they need to help achieve and simplify the lives of our clients, The Executive Master’s Program in
their goals at every stage of their Med MT, Inc. granting them greater satisfaction, Healthcare Administration is ranked
financial lives. (HH Silver Sponsor) confidence and freedom to in the Top 10 programs nationally. A
Courtney Martinez Narrative transcription is physi- achieve more in life. part-time, hybrid-learning program
210-270-5494 cians’ preferred way to create pa- Jeffrey Allison designed for physicians and health-
courtney.martinez@baml.com tient documents and populate 210-268-1530 care managers to pursue a gradu-
Denise Smith electronic medical records. jallison@ ate degree while continuing to work
210-270-5058 Ray Branson aspectwealth.com full-time.
Denise.C.Smith@baml.com 512-331-4669 www.aspectwealth.com Amer Kaissi, Ph.D.
bankofamerica.com branson@medmt.com “Get what you deserve … maxi- Professor and Executive Program
Making financial lives better — www.medmt.com mize your Social Security benefit!” Director
one connection at a time “The Med MT solution allows 210-999-8132
physicians to keep practicing just Frost Leasing amer.kaissi@trinity.edu
Firstmark Credit Union the way they like.” (HHH Gold Sponsor) https://new.trinity.edu/acade-
(HH Silver Sponsor) As one of the largest Texas-based mics/departments/health-care-
Address your office needs: Up- EMpLOYEE BENEFITS banks, Frost has helped Texans with administration
grading your equipment or tech- their financial needs since 1868, of-
nology? Expanding your office e-ESI fering award-winning customer hEaLThCaRE REaL ESTaTE
space? We offer loans to meet (HHH Gold Sponsor) service and a range of banking, in-
your business or personal needs. Locally owned since 1999, we be- vestment and insurance services to SAN ANTONIO COMMERCIAL
Competitive rates, favorable terms lieve it’s all about relationships. We individuals and businesses. ADVISORS
and local decisions. keep our partners compliant assist- Laura Elrod Eckhardt (HHH Gold Sponsor)
Gregg Thorne ing with human resource adminis- 210-220-4135 Jon Wiegand advises healthcare
SVP Lending tration/management, workers’ laura.eckhardt@frostbank.com professionals on their real estate
210-308-7819 compensation/risk management, www.frostbank.com decisions. These include invest-
greggt@firstmarkcu.org benefit administration, and payroll. “Commercial leasing for a doctor’s ment sales- acquisitions and dis-
www.firstmarkcu.org We help our partners concentrate business equipment and vehicle.” positions, tenant representation,
on what they do best...Service their leasing, sale leasebacks, site se-
RBFCU customers. Intercontinental Wealth lection and development projects
(HH Silver Sponsor) Lisa Mochel Advisors LLC. Jon Wiegand
210-945-3800 (210) 495-1171 (HHH Gold Sponsor) 210-585-4911
nallen@rbfcu.org lmochel@eesipeo.com Your money’s worth is in the jwiegand@sacadvisors.com
www.rbfcu.org www.eesipeo.com things it can do for you, things www.sacadvisors.com
that are as unique and personal “Call today for a free real estate
CONTRaCTORS/BuILDERS FINaNCIaL SERVICES as your heart and mind. We craft analysis, valued at $5,000”
/COMMERCIaL customized solutions to meet in-
Northwestern Mutual Wealth vestment challenges and help hIpaa/MaNagED
Huffman Developments Management achieve financial objectives. IT/VOIp/SECuRITY
(HHH Gold Sponsor) (HHHH 10K Platinum Sponsor) Vice President
Premier medical and professional Our mission is to help you enjoy a life- Jaime Chavez, RFC® Hill Country Tech Guys
office condominium developer. time of financial security with greater 210-271-7947 ext. 109 (HHH Gold Sponsor)
Our model allows you to own your certainty and clarity. Our outcome- jchavez@intercontl.com Provides complete technology serv-
own office space as opposed to based planning approach involves Wealth Manager ices to many different industries,
leasing. David K. Alvarez, CFP®
Steve Huffman 210-271-7947 ext. 119
210-979-2500 dalvarez@intercontl.com
Shawn Huffman Vice President
210-979-2500
www.huffmandev.com

38 San Antonio Medicine • October 2016