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BcMS circlE oF FriENDS SErVicES DirEcTory

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adjustable-rate mortgage loans. rc Page construction, llc benefit administration, and payroll. intercontinental Wealth
Commercial Services (HHH Gold Sponsor) We help our partners concentrate advisors llc.
Luis Rosales Commercial general contractor on what they do best...Service their (HHH Gold Sponsor)
210-476-4426 specializing in ground-up & inte- customers. Your money’s worth is in the
lrosales@ssfcu.org rior finish out projects. Services in- Lisa Mochel things it can do for you, things
Investment Services clude conceptual & final pricing, (210) 495-1171 that are as unique and personal
John Dallahan design-build & construction man- lmochel@eesipeo.com as your heart and mind. We craft
210-476-4410 agement. Single-source manage- www.eesipeo.com customized solutions to meet in-
jdallahan@ssfcu.org ment from concept to completion vestment challenges and help
Mortgage Services ensures continuity through FINANCIAL SERVICES achieve financial objectives.
Glynis Miller all phases of the project. Vice President
210-476-4833 Clay Page Northwestern Mutual Wealth Jaime Chavez, RFC®
gmiller@ssfcu.org 210-375-9150 Management 210-271-7947 ext. 109
clay@rcpageconstruction.com (HHHH 10k Platinum Sponsor) jchavez@intercontl.com
Bank of america www.rcpageconstruction.com Our mission is to help you enjoy a life- Wealth Manager
(HH Silver Sponsor) time of financial security with greater David K. Alvarez, CFP®
Bank of America provides people, ELECTRONIC certainty and clarity. Our outcome- 210-271-7947 ext. 119
companies and institutional in- DOCUMENTATION AND based planning approach involves dalvarez@intercontl.com
vestors the financial products and TRANSCRIPTION SERVICES defining your objectives, creating a Vice President
services they need to help achieve plan to maximize potential and in- John Hennessy, ChFC®
their goals at every stage of their Med MT, inc. spiring action towards your goals. 210-271-7947 ext. 112
financial lives. (HH Silver Sponsor) Fee-based financial plans offered at jhennessy@intercontl.com
Courtney Martinez Narrative transcription is physi- discount for BCMS members. www.intercontl.com
210-270-5494 cians’ preferred way to create pa- Eric Kala CFP®, AEP®, CLU®, “Advice, Planning and Execution
courtney.martinez@baml.com tient documents and populate ChFC® that goes beyond portfolio man-
Denise Smith electronic medical records. Wealth Management Advisor | Es- agement”
210-270-5058 Ray Branson tate & Business Planning Advisor
Denise.C.Smith@baml.com 512-331-4669 210.446.5755 gRADUATE PROgRAMS
bankofamerica.com branson@medmt.com eric.kala@nm.com
Making financial lives better — www.medmt.com www.erickala.com Trinity university
one connection at a time “The Med MT solution allows “Inspiring Action, Maximizing Po- (HH Silver Sponsor)
physicians to keep practicing just tential” The Executive Master’s Program in
Firstmark credit union the way they like.” Healthcare Administration is ranked
(HH Silver Sponsor) aspect Wealth Management in the Top 10 programs nationally. A
Address your office needs: Up- ELECTRONIC MEDICAL (HHH Gold Sponsor) part-time, hybrid-learning program
grading your equipment or tech- RECORDS We believe wealth is more than designed for physicians and health-
nology? Expanding your office money, which is why we improve care managers to pursue a gradu-
space? We offer loans to meet Greenway health and simplify the lives of our clients, ate degree while continuing to work
your business or personal needs. (HHH Gold Sponsor) granting them greater satisfaction, full-time.
Competitive rates, favorable terms Greenway Health offers a fully confidence and freedom to Amer Kaissi, Ph.D.
and local decisions. integrated electronic health record achieve more in life. Professor and Executive Program
Gregg Thorne (EHR/EMR), practice management Jeffrey Allison Director
SVP Lending (PM) and interoperability solution 210-268-1530 210-999-8132
210-308-7819 that helps healthcare providers jallison@ amer.kaissi@trinity.edu
greggt@firstmarkcu.org improve care coordination, quality aspectwealth.com https://new.trinity.edu/acade-
www.firstmarkcu.org and satisfaction while functioning www.aspectwealth.com mics/departments/health-care-
at their highest level of efficiency. “Get what you deserve … maxi- administration
rBFcu Regional Sales Manager mize your Social Security benefit!”
(HH Silver Sponsor) Jason Siegel hEALThCARE REAL ESTATE
210-945-3800 512-657-1259 Frost leasing
nallen@rbfcu.org Jason.Siegel@greenwayhealth.com (HHH Gold Sponsor) SaN aNToNio coMMErcial
www.rbfcu.org www.greenwayhealth.com As one of the largest Texas-based aDViSorS
banks, Frost has helped Texans with (HHH Gold Sponsor)
CONTRACTORS/BUILDERS EMPLOYEE BENEFITS their financial needs since 1868, of- Jon Wiegand advises healthcare
/COMMERCIAL fering award-winning customer professionals on their real estate
e-ESi service and a range of banking, in- decisions. These include invest-
huffman Developments (HHH Gold Sponsor) vestment and insurance services to ment sales- acquisitions and dis-
(HHH Gold Sponsor) Locally owned since 1999, we be- individuals and businesses. positions, tenant representation,
Premier medical and professional lieve it’s all about relationships. We Laura Elrod Eckhardt leasing, sale leasebacks, site se-
office condominium developer. keep our partners compliant assist- 210-220-4135 lection and development projects
Our model allows you to own your ing with human resource adminis- laura.eckhardt@frostbank.com Jon Wiegand
own office space as opposed to tration/management, workers’ www.frostbank.com 210-585-4911
leasing. compensation/risk management, “Commercial leasing for a doctor’s jwiegand@sacadvisors.com
Steve Huffman business equipment and vehicle.” www.sacadvisors.com
210-979-2500 “Call today for a free real estate
Shawn Huffman analysis, valued at $5,000”
210-979-2500
www.huffmandev.com

38 San Antonio Medicine • September 2016