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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY
Regions Bank Firstmark Credit Union branson@medmt.com “Get what you deserve … maxi-
(HHH Gold Sponsor) (HH Silver Sponsor) www.medmt.com mize your Social Security benefit!”
VP Physician Lending Group Address your office needs: Up- “The Med MT solution allows
Moses D. Luevano, grading your equipment or tech- physicians to keep practicing just Frost Leasing
512-663-7743 phone nology? Expanding your office the way they like.” (HHH Gold Sponsor)
moses.luevano@regions.com space? We offer loans to meet As one of the largest Texas-based
your business or personal needs. EMPLOYEE BENEFITS banks, Frost has helped Texans with
The Bank of San Antonio Competitive rates, favorable terms their financial needs since 1868, of-
(HHH Gold Sponsor) and local decisions. e-ESI fering award-winning customer
We specialize in insurance and Gregg Thorne (HHH Gold Sponsor) service and a range of banking, in-
banking products for physician SVP Lending Locally owned since 1999, we be- vestment and insurance services to
groups and individual physicians. 210-308-7819 lieve it’s all about relationships. We individuals and businesses.
Our local insurance professionals greggt@firstmarkcu.org keep our partners compliant assist- Laura Elrod Eckhardt
are some of the few agents in the www.firstmarkcu.org ing with human resource adminis- 210-220-4135
state who specialize in medical tration/management, workers’ laura.eckhardt@frostbank.com
malpractice and all lines of insur- RBFCU compensation/risk management, www.frostbank.com
ance for the medical community. (HH Silver Sponsor) benefit administration, and payroll. “Commercial leasing for a doctor’s
Brandi Vitier 210-945-3800 We help our partners concentrate business equipment and vehicle.”
210-807-5581 nallen@rbfcu.org on what they do best...Service their
brandi.vitier@ www.rbfcu.org customers. Intercontinental Wealth
thebankofsa.com Lisa Mochel Advisors LLC.
www.thebankofsa.com CONTRACTORS/BUILDERS (210) 495-1171 (HHH Gold Sponsor)
/COMMERCIAL lmochel@eesipeo.com Your money’s worth is in the
SSFCU www.eesipeo.com things it can do for you, things
(HHH Gold Sponsor) Huffman Developments that are as unique and personal
Founded in 1956, Security Service (HHH Gold Sponsor) FINANCIAL SERVICES as your heart and mind. We craft
provides medical professionals Premier medical and professional customized solutions to meet in-
with exceptional service and com- office condominium developer. Northwestern Mutual Wealth vestment challenges and help
petitive rates on a line of mort- Our model allows you to own your Management achieve financial objectives.
gage products including one-time own office space as opposed to (HHHH 10K Platinum Sponsor) Vice President
close construction, unimproved leasing. Our mission is to help you enjoy a life- Jaime Chavez, RFC®
lot/land, jumbo, and specialized Steve Huffman time of financial security with greater 210-271-7947 ext. 109
adjustable-rate mortgage loans. 210-979-2500 certainty and clarity. Our outcome- jchavez@intercontl.com
Commercial Services Shawn Huffman based planning approach involves Wealth Manager
Luis Rosales 210-979-2500 defining your objectives, creating a David K. Alvarez, CFP®
210-476-4426 www.huffmandev.com plan to maximize potential and in- 210-271-7947 ext. 119
lrosales@ssfcu.org spiring action towards your goals. dalvarez@intercontl.com
Investment Services RC Page Construction, LLC Fee-based financial plans offered at Vice President
John Dallahan (HHH Gold Sponsor) discount for BCMS members. John Hennessy, ChFC®
210-476-4410 Commercial general contractor Eric Kala CFP®, AEP®, CLU®, 210-271-7947 ext. 112
jdallahan@ssfcu.org specializing in ground-up & inte- ChFC® jhennessy@intercontl.com
Mortgage Services rior finish out projects. Services in- Wealth Management Advisor | Es- www.intercontl.com
Glynis Miller clude conceptual & final pricing, tate & Business Planning Advisor “Advice, Planning and Execution
210-476-4833 design-build & construction man- 210.446.5755 that goes beyond portfolio man-
gmiller@ssfcu.org agement. Single-source manage- eric.kala@nm.com agement”
ment from concept to completion www.erickala.com
Bank of America ensures continuity through “Inspiring Action, Maximizing Po- First Command Financial Services
(HH Silver Sponsor) all phases of the project. tential” (HH Silver Sponsor)
Bank of America provides people, Clay Page Nigel Davies
companies and institutional in- 210-375-9150 Aspect Wealth Management 210-824-9894
vestors the financial products and clay@rcpageconstruction.com (HHH Gold Sponsor) njdavies@firstcommand.com
services they need to help achieve www.rcpageconstruction.com We believe wealth is more than www.firstcommand.com
their goals at every stage of their money, which is why we improve
financial lives. ELECTRONIC and simplify the lives of our clients, GRADUATE PROGRAMS
Courtney Martinez DOCUMENTATION AND granting them greater satisfaction,
210-270-5494 TRANSCRIPTION SERVICES confidence and freedom to Trinity University
courtney.martinez@baml.com achieve more in life. (HH Silver Sponsor)
Denise Smith Med MT, Inc. Jeffrey Allison The Executive Master’s Program in
210-270-5058 (HH Silver Sponsor) 210-268-1530 Healthcare Administration is ranked
Denise.C.Smith@baml.com Narrative transcription is physi- jallison@ in the Top 10 programs nationally. A
bankofamerica.com cians’ preferred way to create pa- aspectwealth.com part-time, hybrid-learning program
Making financial lives better — tient documents and populate www.aspectwealth.com designed for physicians and health-
one connection at a time electronic medical records. care managers to pursue a gradu-
Ray Branson ate degree while continuing to work
512-331-4669 full-time.
Amer Kaissi, Ph.D.
Professor and Executive Program
continued on page 48
visit us at www.bcms.org 47
