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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY

SSFCU ground up construction. e3 Wealth, LLC part-time, hybrid-learning program
(HHH Gold Sponsor) Rusty Hastings (HHH Gold Sponsor) designed for physicians and health-
Founded in 1956, Security Service Rusty@cambridgesa.com Over $550 million in assets under care managers to pursue a gradu-
provides medical professionals 210-337-3900 management, e3 Wealth delivers ate degree while continuing to work
with exceptional service and com- www.cambridgesa.com truly customized solutions to indi- full-time.
petitive rates on a line of mort- viduals and businesses while Amer Kaissi, Ph.D.
gage products including one-time Huffman Developments placing heavy emphasis on risk Professor and Executive Program
close construction, unimproved (HHH Gold Sponsor) minimization, tax diversification, Director
lot/land, jumbo, and specialized Premier medical and professional proper utilization and protection 210-999-8132
adjustable-rate mortgage loans. office condominium developer. for each client's unique financial amer.kaissi@trinity.edu
Commercial Services Our model allows you to own purpose. https://new.trinity.edu/acade-
Luis Rosales your own office space as Managing Partner mics/departments/health-care-
210-476-4426 opposed to leasing. Joseph Quartucci, ChFC® administration
lrosales@ssfcu.org Steve Huffman 512-268-9220
Investment Services 210-979-2500 jquartucci@e3wealth.com HEALTHCARE REAL ESTATE
John Dallahan shuffman@huffmandev.com Senior Partner
210-476-4410 Lauren Spalten Terry Taylor SAN ANTONIO COMMERCIAL
jdallahan@ssfcu.org 210-667-6988 512-268-9220 ADVISORS
Mortgage Services lspalten@huffmandev.com ttaylor@e3wealth.com (HH Silver Sponsor)
Glynis Miller www.huffmandev.com Senior Partner Jon Wiegand advises healthcare
210-476-4833 Jennifer Taylor professionals on their real estate
gmiller@ssfcu.org FINANCIAL SERVICES 512-268-9220 decisions. These include invest-
jtaylor@e3wealth.com ment sales- acquisitions and dis-
Firstmark Credit Union Northwestern Mutual Wealth www.e3wealth.com positions, tenant representation,
(HH Silver Sponsor) Management leasing, sale leasebacks, site se-
Address your office needs: Up- (HHHH 10K Platinum Sponsor) Intercontinental Wealth lection and development projects
grading your equipment or tech- Our mission is to help you enjoy a life- Jon Wiegand
nology? Expanding your office time of financial security with greater Advisors LLC. 210-585-4911
space? We offer loans to meet certainty and clarity. Our outcome- (HHH Gold Sponsor) jwiegand@sacadvisors.com
your business or personal needs. based planning approach involves Your money’s worth is in the www.sacadvisors.com
Competitive rates, favorable terms defining your objectives, creating a things it can do for you, things “Call today for a free real estate
and local decisions. plan to maximize potential and in- that are as unique and personal analysis, valued at $5,000”
Gregg Thorne spiring action towards your goals. as your heart and mind. We craft
SVP Lending Fee-based financial plans offered at customized solutions to meet in- HOME HEALTH SERVICES
210-308-7819 discount for BCMS members. vestment challenges and help
greggt@firstmarkcu.org Eric Kala CFP®, AEP®, CLU®, achieve financial objectives. Abbie Health Care Inc.
www.firstmarkcu.org ChFC® Vice President (HH Silver Sponsor)
Wealth Management Advisor | Es- Jaime Chavez, RFC® Our goal at Abbie health care inc.
Frost tate & Business Planning Advisor 210-271-7947 ext. 109 is to promote independence, heal-
(HH Silver Sponsor) 210.446.5755 jchavez@intercontl.com ing and comfort through quality,
As one of the largest Texas-based eric.kala@nm.com Wealth Manager competent and compassionate
banks, Frost has helped Texans with www.erickala.com David K. Alvarez, CFP® care provided by skilled nurses,
their financial needs since 1868, of- “Inspiring Action, Maximizing Po- 210-271-7947 ext. 119 therapists, medical social worker
fering award-winning customer tential” dalvarez@intercontl.com and home health aides at home.
service and a range of banking, in- Vice President Sr. Clinical Account Executive
vestment and insurance services to Aspect Wealth Management John Hennessy, ChFC® Gloria Duke, RN
individuals and businesses. (HHH Gold Sponsor) 210-271-7947 ext. 112 210-273-7482
Lewis Thorne We believe wealth is more than jhennessy@intercontl.com Gloria@abbiehealthcare.com
210-220-6513 money, which is why we improve www.intercontl.com "New Way of Thinking, Caring
lthorne@frostbank.com and simplify the lives of our clients, “Advice, Planning and Execution & Living"
www.frostbank.com granting them greater satisfaction, that goes beyond portfolio man-
“Frost@Work provides your em- confidence and freedom to agement” HOSPITALS/ HEALTHCARE
ployees with free personalized achieve more in life. SERVICES
banking services.” Jeffrey Allison First Command Financial Services
210-268-1530 (HH Silver Sponsor) Southwest General Hospital
RBFCU jallison@ Nigel Davies (HHH Gold Sponsor)
(HH Silver Sponsor) aspectwealth.com 210-824-9894 Southwest General is a full-service
210-945-3800 www.aspectwealth.com njdavies@firstcommand.com hospital, accredited by DNV, serving
nallen@rbfcu.org “Get what you deserve … maxi- www.firstcommand.com San Antonio for over 30 years.
www.rbfcu.org mize your Social Security benefit!” Quality awards include accredited
GRADUATE PROGRAMS centers in: Chest Pain, Primary
CONTRACTORS/BUILDERS Stroke, Wound Care, and Bariatric
/COMMERCIAL Trinity University Surgery.
(HH Silver Sponsor) Director of Business Development
Cambridge Contracting The Executive Master’s Program in Barbara Urrabazo
(HHH Gold Sponsor) Healthcare Administration is ranked 210.921.3521
We are a full service general con- in the Top 10 programs nationally. A Burrabazo@Iasishealthcare.com
tracting company that specializes
in commercial finishouts and continued on page 40

visit us at www.bcms.org 39