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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             Chris Sherman                          www.ibc.com
consulting services.                 www.intercontl.com                   210-247-2978                           “Leader in commercial lending.”
Vicky Martin, CPA                    “Advice, Planning and Execution      csherman@bbandt.com
210-828-6281                         that goes beyond portfolio man-      Ben Pressentin                         ozona Bank
Vicky.Martin@Padgett-CPA.com         agement”                             210-762-3175                           (HHH Gold Sponsor)
www.Padgett-CPA.com                                                       bpressentin@bbandt.com                 Ozona National Bank is a full-ser-
“Offering service more than ex-      BANKINg                              www.bbt.com                            vice commercial bank specializing
pected — on every engagement.”                                                                                   in commercial real estate, con-
                                     BBVa compass                         Broadway Bank                          struction (owner and non-owner
Sol Schwartz & associates P.c.       (HHHH 10k Platinum Sponsor)          (HHH Gold Sponsor)                     occupied), business lines of credit
(HH Silver Sponsor)                  Our healthcare financial team pro-   Healthcare banking experts with a      and equipment loans.
We specialize in areas that are      vides customized solutions for       private banking team committed         Lydia Gonzales
most critical to a company’s fiscal  you, your business and employees.    to supporting the medical com-         210-319-3501
well-being in today’s competitive    Commercial Relationship Manager      munity.                                lydiag@ozonabank.com
markets.                             Zaida Saliba                         Ken Herring                            www.ozonabank.com
Jim Rice, CPA                        210-370-6012                         210-283-4026
210-384-8000, ext. 112               Zaida.Saliba@BBVACompass.com         kherring@                              regions Bank
jprice@ssacpa.com                    Global Wealth Management             broadwaybank.com                       (HHH Gold Sponsor)
www.ssacpa.com                       Mary Mahlie                          www.broadwaybank.com                   VP Physician Lending Group
“Dedicated to working with           210-370-6029                         “We’re here for good.”                 Moses D. Luevano,
physicians and physician groups.”    mary.mahlie@bbvacompass.com                                                 512-663-7743 phone
                                     Medical Branch Manager               Frost                                  moses.luevano@regions.com
ARMY hEALThCARE                      Vicki Watkins                        (HHH Gold Sponsor)
                                     210-592-5755                         As one of the largest Texas-based      The Bank of San antonio
5th Medical recruiting BN            vicki.watkins@bbva.com               banks, Frost has helped Texans with    (HHH Gold Sponsor)
(HH Silver Sponsor)                  Business Banking Officer             their financial needs since 1868, of-  We specialize in insurance and
We recruit quality men and           Jamie Gutierrez                      fering award-winning customer          banking products for physician
women who would like to be a         210-284-2815                         service and a range of banking, in-    groups and individual physicians.
part of our team.                    jamie.gutierrez@bbva.com             vestment and insurance services to     Our local insurance professionals
SFC Cherie Kirk                      www.bbvacompass.com                  individuals and businesses.            are some of the few agents in the
210-692-7376                         “Working for a better future”        Lewis Thorne                           state who specialize in medical
Cherie.k.kirk.mil@mail.mil                                                210-220-6513                           malpractice and all lines of insur-
www.youtube.com/watch?v=kwe          amegy Bank of Texas                  lthorne@frostbank.com                  ance for the medical community.
qi3TelO8                             (HHH Gold Sponsor)                   www.frostbank.com                      Brandi Vitier
"Serving to heal, Honored to         We believe that any great rela-      “Frost@Work provides your em-          210-807-5581
serve"                               tionship starts with five core val-  ployees with free personalized         brandi.vitier@
                                     ues: Attention, Accountability,      banking services.”                     thebankofsa.com
ASSET MANAgEMENT                     Appreciation, Adaptability and At-                                          www.thebankofsa.com
                                     tainability. We work hard and to-    iBc Bank
intercontinental Wealth              gether with our clients to           (HHH Gold Sponsor)                     SSFcu
advisors llc.                        accomplish great things.             IBC Bank is a $12.4 billion multi-     (HHH Gold Sponsor)
(HHH Gold Sponsor)                   Jeanne Bennett                       bank financial company, with over      Founded in 1956, Security Service
Your money’s worth is in the         210- 343-4556                        212 facilities and more than 325       provides medical professionals
things it can do for you, things     jeanne.bennett@amegybank.com         ATMs serving 90 communities in         with exceptional service and com-
that are as unique and personal      Karen Leckie                         Texas and Oklahoma. IBC Bank-          petitive rates on a line of mort-
as your heart and mind. We craft     210-343-4558                                                                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
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