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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY
Ozona Bank www.firstmarkcu.org Our mission is to help you enjoy a life- Your money’s worth is in the
(HHH Gold Sponsor) time of financial security with greater things it can do for you, things
Ozona National Bank is a full-ser- Frost certainty and clarity. Our outcome- that are as unique and personal
vice commercial bank specializing (HH Silver Sponsor) based planning approach involves as your heart and mind. We craft
in commercial real estate, con- As one of the largest Texas-based defining your objectives, creating a customized solutions to meet in-
struction (owner and non-owner banks, Frost has helped Texans with plan to maximize potential and in- vestment challenges and help
occupied), business lines of credit their financial needs since 1868, of- spiring action towards your goals. achieve financial objectives.
and equipment loans. fering award-winning customer Fee-based financial plans offered at Vice President
Lydia Gonzales service and a range of banking, in- discount for BCMS members. Jaime Chavez, RFC®
210-319-3501 vestment and insurance services to Eric Kala CFP®, AEP®, CLU®, 210-271-7947 ext. 109
lydiag@ozonabank.com individuals and businesses. ChFC® jchavez@intercontl.com
www.ozonabank.com Lewis Thorne Wealth Management Advisor | Es- Wealth Manager
210-220-6513 tate & Business Planning Advisor David K. Alvarez, CFP®
The Bank of San Antonio lthorne@frostbank.com 210.446.5755 210-271-7947 ext. 119
(HHH Gold Sponsor) www.frostbank.com eric.kala@nm.com dalvarez@intercontl.com
We specialize in insurance and “Frost@Work provides your em- www.erickala.com Vice President
banking products for physician ployees with free personalized “Inspiring Action, Maximizing Po- John Hennessy, ChFC®
groups and individual physicians. banking services.” tential” 210-271-7947 ext. 112
Our local insurance professionals jhennessy@intercontl.com
are some of the few agents in the RBFCU Aspect Wealth Management www.intercontl.com
state who specialize in medical (HH Silver Sponsor) (HHH Gold Sponsor) “Advice, Planning and Execution
malpractice and all lines of insur- 210-945-3800 We believe wealth is more than that goes beyond portfolio man-
ance for the medical community. nallen@rbfcu.org money, which is why we improve agement”
Brandi Vitier www.rbfcu.org and simplify the lives of our clients,
210-807-5581 granting them greater satisfaction, First Command Financial Services
brandi.vitier@ CONTRACTORS/BUILDERS confidence and freedom to (HH Silver Sponsor)
thebankofsa.com /COMMERCIAL achieve more in life. Nigel Davies
www.thebankofsa.com Jeffrey Allison 210-824-9894
Huffman Developments 210-268-1530 njdavies@firstcommand.com
SSFCU (HHH Gold Sponsor) jallison@ www.firstcommand.com
(HHH Gold Sponsor) Premier medical and professional aspectwealth.com
Founded in 1956, Security Service office condominium developer. www.aspectwealth.com GRADUATE PROGRAMS
provides medical professionals Our model allows you to own your “Get what you deserve … maxi-
with exceptional service and com- own office space as opposed to mize your Social Security benefit!” Trinity University
petitive rates on a line of mort- leasing. (HH Silver Sponsor)
gage products including one-time Steve Huffman e3 Wealth, LLC The Executive Master’s Program in
close construction, unimproved shuffman@huffmandev.com (HHH Gold Sponsor) Healthcare Administration is ranked
lot/land, jumbo, and specialized 210-979-2500 Over $550 million in assets under in the Top 10 programs nationally. A
adjustable-rate mortgage loans. Shawn Huffman management, e3 Wealth delivers part-time, hybrid-learning program
Commercial Services shhuffman@huffmandev.com truly customized solutions to indi- designed for physicians and health-
Luis Rosales 210-979-2500 viduals and businesses while care managers to pursue a gradu-
210-476-4426 www.huffmandev.com placing heavy emphasis on risk ate degree while continuing to work
lrosales@ssfcu.org minimization, tax diversification, full-time.
Investment Services RC Page Construction, LLC proper utilization and protection Amer Kaissi, Ph.D.
John Dallahan (HHH Gold Sponsor) for each client's unique financial Professor and Executive Program
210-476-4410 Commercial general contractor purpose. Director
jdallahan@ssfcu.org specializing in ground-up & inte- Managing Partner 210-999-8132
Mortgage Services rior finish out projects. Services in- Joseph Quartucci, ChFC® amer.kaissi@trinity.edu
Glynis Miller clude conceptual & final pricing, 512-268-9220 https://new.trinity.edu/acade-
210-476-4833 design-build & construction man- jquartucci@e3wealth.com mics/departments/health-care-
gmiller@ssfcu.org agement. Single-source manage- Senior Partner administration
ment from concept to completion Terry Taylor
Firstmark Credit Union ensures continuity through 512-268-9220 HEALTHCARE REAL ESTATE
(HH Silver Sponsor) all phases of the project. ttaylor@e3wealth.com
Address your office needs: Up- Clay Page Senior Partner SAN ANTONIO COMMERCIAL
grading your equipment or tech- 210-375-9150 Jennifer Taylor ADVISORS
nology? Expanding your office clay@rcpageconstruction.com 512-268-9220 (HH Silver Sponsor)
space? We offer loans to meet www.rcpageconstruction.com jtaylor@e3wealth.com Jon Wiegand advises healthcare
your business or personal needs. www.e3wealth.com professionals on their real estate
Competitive rates, favorable terms FINANCIAL SERVICES decisions. These include invest-
and local decisions. Intercontinental Wealth ment sales- acquisitions and dis-
Gregg Thorne Northwestern Mutual Wealth Advisors LLC. positions, tenant representation,
SVP Lending Management (HHH Gold Sponsor) leasing, sale leasebacks, site se-
210-308-7819 (HHHH 10K Platinum Sponsor) lection and development projects
greggt@firstmarkcu.org Jon Wiegand
210-585-4911
jwiegand@sacadvisors.com
www.sacadvisors.com
“Call today for a free real estate
analysis, valued at $5,000”
continued on page 40
visit us at www.bcms.org 39
