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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY

Ozona Bank 210-476-4833 Huffman Developments viduals and businesses while
(HHH Gold Sponsor) gmiller@ssfcu.org (HHH Gold Sponsor) placing heavy emphasis on risk
Ozona National Bank is a full-ser- Premier medical and professional minimization, tax diversification,
vice commercial bank specializing Firstmark Credit Union office condominium developer. proper utilization and protection
in commercial real estate, con- (HH Silver Sponsor) Our model allows you to own for each client's unique financial
struction (owner and non-owner Address your office needs: Up- your own office space as purpose.
occupied), business lines of credit grading your equipment or tech- opposed to leasing. Managing Partner
and equipment loans. nology? Expanding your office Steve Huffman Joseph Quartucci, ChFC®
Lydia Gonzales space? We offer loans to meet 210-979-2500 512-268-9220
210-319-3501 your business or personal needs. shuffman@huffmandev.com jquartucci@e3wealth.com
lydiag@ozonabank.com Competitive rates, favorable terms Lauren Spalten Senior Partner
www.ozonabank.com and local decisions. 210-667-6988 Terry Taylor
Gregg Thorne lspalten@huffmandev.com 512-268-9220
The Bank of San Antonio SVP Lending www.huffmandev.com ttaylor@e3wealth.com
(HHH Gold Sponsor) 210-308-7819 Senior Partner
We specialize in insurance and greggt@firstmarkcu.org FINANCIAL SERVICES Jennifer Taylor
banking products for physician www.firstmarkcu.org 512-268-9220
groups and individual physicians. Northwestern Mutual Wealth jtaylor@e3wealth.com
Our local insurance professionals Frost Management www.e3wealth.com
are some of the few agents in the (HH Silver Sponsor) (HHHH 10K Platinum Sponsor)
state who specialize in medical As one of the largest Texas-based Our mission is to help you enjoy a life- Intercontinental Wealth
malpractice and all lines of insur- banks, Frost has helped Texans with time of financial security with greater
ance for the medical community. their financial needs since 1868, of- certainty and clarity. Our outcome- Advisors LLC.
Brandi Vitier fering award-winning customer based planning approach involves (HHH Gold Sponsor)
210-807-5581 service and a range of banking, in- defining your objectives, creating a Your money’s worth is in the
brandi.vitier@ vestment and insurance services to plan to maximize potential and in- things it can do for you, things
thebankofsa.com individuals and businesses. spiring action towards your goals. that are as unique and personal
www.thebankofsa.com Lewis Thorne Fee-based financial plans offered at as your heart and mind. We craft
210-220-6513 discount for BCMS members. customized solutions to meet in-
RBFCU lthorne@frostbank.com Eric Kala CFP®, AEP®, CLU®, vestment challenges and help
(HHH Gold Sponsor) www.frostbank.com ChFC® achieve financial objectives.
RBFCU provides special financing “Frost@Work provides your em- Wealth Management Advisor | Es- Vice President
options for Physicians, including ployees with free personalized tate & Business Planning Advisor Jaime Chavez, RFC®
loans for commercial and residen- banking services.” 210.446.5755 210-271-7947 ext. 109
tial real estate, construction, vehi- eric.kala@nm.com jchavez@intercontl.com
cle, equipment and more. BUSINESS SERVICES www.erickala.com Wealth Manager
Novie Allen “Inspiring Action, Maximizing Po- David K. Alvarez, CFP®
Business Solutions New York Life Insurance Company tential” 210-271-7947 ext. 119
210-650-1738 (HHH Gold Sponsor) dalvarez@intercontl.com
nallen@rbfcu.org We believe that any great rela- Aspect Wealth Management Vice President
www.rbfcu.org tionship starts with great core val- (HHH Gold Sponsor) John Hennessy, ChFC®
ues: Attention, Accountability, We believe wealth is more than 210-271-7947 ext. 112
SSFCU Appreciation, money, which is why we improve jhennessy@intercontl.com
(HHH Gold Sponsor) Adaptability and Attainability and simplify the lives of our clients, www.intercontl.com
Founded in 1956, Security Service Financial Consultant granting them greater satisfaction, “Advice, Planning and Execution
provides medical professionals Doug Elley confidence and freedom to that goes beyond portfolio man-
with exceptional service and com- 210-961-9991 achieve more in life. agement”
petitive rates on a line of mort- delley@ft.newyorklife.com Jeffrey Allison
gage products including one-time www.newyorklife.com 210-268-1530 RBFCU
close construction, unimproved jallison@ (HHH Gold Sponsor)
lot/land, jumbo, and specialized CONTRACTORS/BUILDERS aspectwealth.com RBFCU Investments Group pro-
adjustable-rate mortgage loans. /COMMERCIAL www.aspectwealth.com vides guidance and assistance to
Commercial Services “Get what you deserve … maxi- help you plan for the future and
Luis Rosales Cambridge Contracting mize your Social Security benefit!” ensure your finances are ready for
210-476-4426 (HHH Gold Sponsor) each stage of life, (college plan-
lrosales@ssfcu.org We are a full service general con- e3 Wealth, LLC ning, general investing, retirement
Investment Services tracting company that specializes (HHH Gold Sponsor) or estate planning).
John Dallahan in commercial finishouts and Over $550 million in assets under Shelly H. Rolf
210-476-4410 ground up construction. management, e3 Wealth delivers Wealth Management
jdallahan@ssfcu.org Rusty Hastings truly customized solutions to indi- 210-650-1759
Mortgage Services Rusty@cambridgesa.com srolf@rbfcu.org
Glynis Miller 210-337-3900 www.rbfcu.org
www.cambridgesa.com
First Command Financial Services
(HH Silver Sponsor)
Nigel Davies
210-824-9894
njdavies@firstcommand.com
www.firstcommand.com

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