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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY
Regions Bank Firstmark Credit Union www.medmt.com e3 Wealth, LLC
(HHH Gold Sponsor) (HH Silver Sponsor) “The Med MT solution allows (HHH Gold Sponsor)
VP Physician Lending Group Address your office needs: Up- physicians to keep practicing just Over $550 million in assets under
Moses D. Luevano, grading your equipment or tech- the way they like.” management, e3 Wealth delivers
512-663-7743 phone nology? Expanding your office truly customized solutions to indi-
moses.luevano@regions.com space? We offer loans to meet EMPLOYEE BENEFITS viduals and businesses while
your business or personal needs. placing heavy emphasis on risk
The Bank of San Antonio Competitive rates, favorable terms e-ESI minimization, tax diversification,
(HHH Gold Sponsor) and local decisions. (HHH Gold Sponsor) proper utilization and protection
We specialize in insurance and Gregg Thorne Locally owned since 1999, we be- for each client's unique financial
banking products for physician SVP Lending lieve it’s all about relationships. We purpose.
groups and individual physicians. 210-308-7819 keep our partners compliant assist- Managing Partner
Our local insurance professionals greggt@firstmarkcu.org ing with human resource adminis- Joseph Quartucci, ChFC®
are some of the few agents in the www.firstmarkcu.org tration/management, workers’ 512-268-9220
state who specialize in medical compensation/risk management, jquartucci@e3wealth.com
malpractice and all lines of insur- RBFCU benefit administration, and payroll. 165 Elmhurst, Suite B
ance for the medical community. (HH Silver Sponsor) We help our partners concentrate Kyle, TX 78640
Brandi Vitier 210-945-3800 on what they do best...Service their Senior Partner
210-807-5581 nallen@rbfcu.org customers. Terry Taylor
brandi.vitier@ www.rbfcu.org Lisa Mochel 512-268-9220
thebankofsa.com (210) 495-1171 ttaylor@e3wealth.com
www.thebankofsa.com CONTRACTORS/BUILDERS lmochel@eesipeo.com Senior Partner
/COMMERCIAL www.eesipeo.com Jennifer Taylor
SSFCU 512-268-9220
(HHH Gold Sponsor) Huffman Developments FINANCIAL SERVICES jtaylor@e3wealth.com
Founded in 1956, Security Service (HHH Gold Sponsor) www.e3wealth.com
provides medical professionals Premier medical and professional Northwestern Mutual Wealth
with exceptional service and com- office condominium developer. Management Frost Leasing
petitive rates on a line of mort- Our model allows you to own your (HHHH 10K Platinum Sponsor) (HHH Gold Sponsor)
gage products including one-time own office space as opposed to Our mission is to help you enjoy a life- As one of the largest Texas-based
close construction, unimproved leasing. time of financial security with greater banks, Frost has helped Texans with
lot/land, jumbo, and specialized Steve Huffman certainty and clarity. Our outcome- their financial needs since 1868, of-
adjustable-rate mortgage loans. 210-979-2500 based planning approach involves fering award-winning customer
Commercial Services Shawn Huffman defining your objectives, creating a service and a range of banking, in-
Luis Rosales 210-979-2500 plan to maximize potential and in- vestment and insurance services to
210-476-4426 www.huffmandev.com spiring action towards your goals. individuals and businesses.
lrosales@ssfcu.org Fee-based financial plans offered at Laura Elrod Eckhardt
Investment Services RC Page Construction, LLC discount for BCMS members. 210-220-4135
John Dallahan (HHH Gold Sponsor) Eric Kala CFP®, AEP®, CLU®, laura.eckhardt@frostbank.com
210-476-4410 Commercial general contractor ChFC® www.frostbank.com
jdallahan@ssfcu.org specializing in ground-up & inte- Wealth Management Advisor | Es- “Commercial leasing for a doctor’s
Mortgage Services rior finish out projects. Services in- tate & Business Planning Advisor business equipment and vehicle.”
Glynis Miller clude conceptual & final pricing, 210.446.5755
210-476-4833 design-build & construction man- eric.kala@nm.com Intercontinental Wealth
gmiller@ssfcu.org agement. Single-source manage- www.erickala.com Advisors LLC.
ment from concept to completion “Inspiring Action, Maximizing Po- (HHH Gold Sponsor)
Bank of America ensures continuity through tential” Your money’s worth is in the
(HH Silver Sponsor) all phases of the project. things it can do for you, things
Bank of America provides people, Clay Page Aspect Wealth Management that are as unique and personal
companies and institutional in- 210-375-9150 (HHH Gold Sponsor) as your heart and mind. We craft
vestors the financial products and clay@rcpageconstruction.com We believe wealth is more than customized solutions to meet in-
services they need to help achieve www.rcpageconstruction.com money, which is why we improve vestment challenges and help
their goals at every stage of their and simplify the lives of our clients, achieve financial objectives.
financial lives. ELECTRONIC granting them greater satisfaction, Vice President
Courtney Martinez DOCUMENTATION AND confidence and freedom to Jaime Chavez, RFC®
210-270-5494 TRANSCRIPTION SERVICES achieve more in life. 210-271-7947 ext. 109
courtney.martinez@baml.com Jeffrey Allison jchavez@intercontl.com
Denise Smith Med MT, Inc. 210-268-1530 Wealth Manager
210-270-5058 (HH Silver Sponsor) jallison@ David K. Alvarez, CFP®
Denise.C.Smith@baml.com Narrative transcription is physi- aspectwealth.com 210-271-7947 ext. 119
bankofamerica.com cians’ preferred way to create pa- www.aspectwealth.com dalvarez@intercontl.com
Making financial lives better — tient documents and populate “Get what you deserve … maxi- Vice President
one connection at a time electronic medical records. mize your Social Security benefit!” John Hennessy, ChFC®
Ray Branson 210-271-7947 ext. 112
512-331-4669 jhennessy@intercontl.com
branson@medmt.com
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visit us at www.bcms.org 39
