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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY
Regions Bank www.rbfcu.org tration/management, workers’ com- Joseph Quartucci, ChFC®
(HHH Gold Sponsor) pensation/risk management, bene- 512-268-9220
VP Physician Lending Group CONTRACTORS/BUILDERS fit administration, and payroll. We jquartucci@e3wealth.com
Moses D. Luevano, /COMMERCIAL help our partners concentrate on Senior Partner
512-663-7743 phone what they do best...Service their Terry Taylor
moses.luevano@regions.com Huffman Developments customers. 512-268-9220
(HHH Gold Sponsor) Lisa Mochel ttaylor@e3wealth.com
The Bank of San Antonio Premier medical and professional (210) 495-1171 Senior Partner
(HHH Gold Sponsor) office condominium developer. lmochel@eesipeo.com Jennifer Taylor
We specialize in insurance and Our model allows you to own your www.eesipeo.com 512-268-9220
banking products for physician own office space as opposed to jtaylor@e3wealth.com
groups and individual physicians. leasing. FINANCIAL SERVICES www.e3wealth.com
Our local insurance professionals Steve Huffman
are some of the few agents in the shuffman@huffmandev.com Northwestern Mutual Wealth Frost Leasing
state who specialize in medical 210-979-2500 Management (HHH Gold Sponsor)
malpractice and all lines of insur- Shawn Huffman (HHHH 10K Platinum Sponsor) As one of the largest Texas-based
ance for the medical community. shhuffman@huffmandev.com Our mission is to help you enjoy a life- banks, Frost has helped Texans with
Brandi Vitier 210-979-2500 time of financial security with greater their financial needs since 1868, of-
210-807-5581 www.huffmandev.com certainty and clarity. Our outcome- fering award-winning customer
brandi.vitier@ based planning approach involves service and a range of banking, in-
thebankofsa.com RC Page Construction, LLC defining your objectives, creating a vestment and insurance services to
www.thebankofsa.com (HHH Gold Sponsor) plan to maximize potential and in- individuals and businesses.
Commercial general contractor spiring action towards your goals. Laura Elrod Eckhardt
SSFCU specializing in ground-up & inte- Fee-based financial plans offered at 210-220-4135
(HHH Gold Sponsor) rior finish out projects. Services in- discount for BCMS members. laura.eckhardt@frostbank.com
Founded in 1956, Security Service clude conceptual & final pricing, Eric Kala CFP®, AEP®, CLU®, www.frostbank.com
provides medical professionals design-build & construction man- ChFC® “Commercial leasing for a doctor’s
with exceptional service and com- agement. Single-source manage- Wealth Management Advisor | Es- business equipment and vehicle.”
petitive rates on a line of mort- ment from concept to completion tate & Business Planning Advisor
gage products including one-time ensures continuity through 210.446.5755 Intercontinental Wealth
close construction, unimproved all phases of the project. eric.kala@nm.com Advisors LLC.
lot/land, jumbo, and specialized Clay Page www.erickala.com (HHH Gold Sponsor)
adjustable-rate mortgage loans. 210-375-9150 “Inspiring Action, Maximizing Po- Your money’s worth is in the
Commercial Services clay@rcpageconstruction.com tential” things it can do for you, things
Luis Rosales www.rcpageconstruction.com that are as unique and personal
210-476-4426 Aspect Wealth Management as your heart and mind. We craft
lrosales@ssfcu.org ELECTRONIC (HHH Gold Sponsor) customized solutions to meet in-
Investment Services DOCUMENTATION AND We believe wealth is more than vestment challenges and help
John Dallahan TRANSCRIPTION SERVICES money, which is why we improve achieve financial objectives.
210-476-4410 and simplify the lives of our clients, Vice President
jdallahan@ssfcu.org Med MT, Inc. granting them greater satisfaction, Jaime Chavez, RFC®
Mortgage Services (HH Silver Sponsor) confidence and freedom to 210-271-7947 ext. 109
Glynis Miller Narrative transcription is physi- achieve more in life. jchavez@intercontl.com
210-476-4833 cians’ preferred way to create pa- Jeffrey Allison Wealth Manager
gmiller@ssfcu.org tient documents and populate 210-268-1530 David K. Alvarez, CFP®
electronic medical records. jallison@ 210-271-7947 ext. 119
Firstmark Credit Union Ray Branson aspectwealth.com dalvarez@intercontl.com
(HH Silver Sponsor) 512-331-4669 www.aspectwealth.com Vice President
Address your office needs: Up- branson@medmt.com “Get what you deserve … maxi- John Hennessy, ChFC®
grading your equipment or tech- www.medmt.com mize your Social Security benefit!” 210-271-7947 ext. 112
nology? Expanding your office “The Med MT solution allows jhennessy@intercontl.com
space? We offer loans to meet physicians to keep practicing just e3 Wealth, LLC www.intercontl.com
your business or personal needs. the way they like.” (HHH Gold Sponsor) “Advice, Planning and Execution
Competitive rates, favorable terms Over $550 million in assets under that goes beyond portfolio man-
and local decisions. EMPLOYEE BENEFITS management, e3 Wealth delivers agement”
Gregg Thorne truly customized solutions to indi-
SVP Lending e-ESI viduals and businesses while First Command Financial Services
210-308-7819 (HHH Gold Sponsor) placing heavy emphasis on risk (HH Silver Sponsor)
greggt@firstmarkcu.org Locally owned since 1999, we be- minimization, tax diversification, Nigel Davies
www.firstmarkcu.org lieve it’s all about relationships. We proper utilization and protection 210-824-9894
keep our partners compliant assist- for each client's unique financial njdavies@firstcommand.com
RBFCU ing with human resource adminis- purpose. www.firstcommand.com
(HH Silver Sponsor) Managing Partner
210-945-3800 GRADUATE PROGRAMS
nallen@rbfcu.org
Trinity University
(HH Silver Sponsor)
continued on page 34
visit us at www.bcms.org 33
