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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