Page 39 - Layout 1
P. 39
BCMS CIRCLe OF FRIeNdS SeRvICeS dIReCTORy
210-807-5581 CONTRACTORS/BUILDERS on what they do best...Service their 165 Elmhurst, Suite B
brandi.vitier@ /COMMERCIAL customers. Kyle, TX 78640
thebankofsa.com Lisa Mochel Senior Partner
www.thebankofsa.com Huffman developments (210) 495-1171 Terry Taylor
(HHH Gold Sponsor) lmochel@eesipeo.com 512-268-9220
SSFCU Premier medical and professional www.eesipeo.com ttaylor@e3wealth.com
(HHH Gold Sponsor) office condominium developer. Senior Partner
Founded in 1956, Security Service Our model allows you to own your FINANCIAL SERVICES Jennifer Taylor
provides medical professionals own office space as opposed to 512-268-9220
with exceptional service and com- leasing. Northwestern Mutual Wealth jtaylor@e3wealth.com
petitive rates on a line of mort- Steve Huffman Management www.e3wealth.com
gage products including one-time 210-979-2500 (HHHH 10K Platinum Sponsor)
close construction, unimproved Shawn Huffman Our mission is to help you enjoy a life- Frost Leasing
lot/land, jumbo, and specialized 210-979-2500 time of financial security with greater (HHH Gold Sponsor)
adjustable-rate mortgage loans. www.huffmandev.com certainty and clarity. Our outcome- As one of the largest Texas-based
Commercial Services based planning approach involves banks, Frost has helped Texans with
Luis Rosales RC Page Construction, LLC defining your objectives, creating a their financial needs since 1868, of-
210-476-4426 (HHH Gold Sponsor) plan to maximize potential and in- fering award-winning customer
lrosales@ssfcu.org Commercial general contractor spiring action towards your goals. service and a range of banking, in-
Investment Services specializing in ground-up & inte- Fee-based financial plans offered at vestment and insurance services to
John Dallahan rior finish out projects. Services in- discount for BCMS members. individuals and businesses.
210-476-4410 clude conceptual & final pricing, Eric Kala CFP®, AEP®, CLU®, Laura Elrod Eckhardt
jdallahan@ssfcu.org design-build & construction man- ChFC® 210-220-4135
Mortgage Services agement. Single-source manage- Wealth Management Advisor | Es- laura.eckhardt@frostbank.com
Glynis Miller ment from concept to completion tate & Business Planning Advisor www.frostbank.com
210-476-4833 ensures continuity through 210.446.5755 “Commercial leasing for a doctor’s
gmiller@ssfcu.org all phases of the project. eric.kala@nm.com business equipment and vehicle.”
Clay Page www.erickala.com
Bank of America 210-375-9150 “Inspiring Action, Maximizing Po- Intercontinental Wealth
(HH Silver Sponsor) clay@rcpageconstruction.com tential” Advisors LLC.
Bank of America provides people, www.rcpageconstruction.com (HHH Gold Sponsor)
companies and institutional in- Aspect Wealth Management Your money’s worth is in the
vestors the financial products and ELECTRONIC (HHH Gold Sponsor) things it can do for you, things
services they need to help achieve DOCUMENTATION AND We believe wealth is more than that are as unique and personal
their goals at every stage of their TRANSCRIPTION SERVICES money, which is why we improve as your heart and mind. We craft
financial lives. and simplify the lives of our clients, customized solutions to meet in-
Courtney Martinez Med MT, Inc. granting them greater satisfaction, vestment challenges and help
210-270-5494 (HH Silver Sponsor) confidence and freedom to achieve financial objectives.
courtney.martinez@baml.com Narrative transcription is physi- achieve more in life. Vice President
Denise Smith cians’ preferred way to create pa- Jeffrey Allison Jaime Chavez, RFC®
210-270-5058 tient documents and populate 210-268-1530 210-271-7947 ext. 109
Denise.C.Smith@baml.com electronic medical records. jallison@ jchavez@intercontl.com
bankofamerica.com Ray Branson aspectwealth.com Wealth Manager
Making financial lives better — 512-331-4669 www.aspectwealth.com David K. Alvarez, CFP®
one connection at a time branson@medmt.com “Get what you deserve … maxi- 210-271-7947 ext. 119
www.medmt.com mize your Social Security benefit!” dalvarez@intercontl.com
Firstmark Credit Union “The Med MT solution allows Vice President
(HH Silver Sponsor) physicians to keep practicing just e3 Wealth, LLC John Hennessy, ChFC®
Address your office needs: Up- the way they like.” (HHH Gold Sponsor) 210-271-7947 ext. 112
grading your equipment or tech- Over $550 million in assets under jhennessy@intercontl.com
nology? Expanding your office EMPLOYEE BENEFITS management, e3 Wealth delivers www.intercontl.com
space? We offer loans to meet truly customized solutions to indi- “Advice, Planning and Execution
your business or personal needs. e-eSI viduals and businesses while that goes beyond portfolio man-
Competitive rates, favorable terms (HHH Gold Sponsor) placing heavy emphasis on risk agement”
and local decisions. Locally owned since 1999, we be- minimization, tax diversification,
Gregg Thorne lieve it’s all about relationships. We proper utilization and protection First Command Financial Services
SVP Lending keep our partners compliant assist- for each client's unique financial (HH Silver Sponsor)
210-308-7819 ing with human resource adminis- purpose. Nigel Davies
greggt@firstmarkcu.org tration/management, workers’ Managing Partner 210-824-9894
www.firstmarkcu.org compensation/risk management, Joseph Quartucci, ChFC® njdavies@firstcommand.com
benefit administration, and payroll. 512-268-9220 www.firstcommand.com
RBFCU We help our partners concentrate jquartucci@e3wealth.com
(HH Silver Sponsor) continued on page 40
210-945-3800
nallen@rbfcu.org
www.rbfcu.org
visit us at www.bcms.org 39
