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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY
The Bank of San Antonio ployees with free personalized Aspect Wealth Management “Advice, Planning and Execution
(HHH Gold Sponsor) banking services.” (HHH Gold Sponsor) that goes beyond portfolio man-
We specialize in insurance and We believe wealth is more than agement”
banking products for physician RBFCU money, which is why we improve
groups and individual physicians. (HH Silver Sponsor) and simplify the lives of our clients, First Command Financial Services
Our local insurance professionals 210-945-3800 granting them greater satisfaction, (HH Silver Sponsor)
are some of the few agents in the nallen@rbfcu.org confidence and freedom to Nigel Davies
state who specialize in medical www.rbfcu.org achieve more in life. 210-824-9894
malpractice and all lines of insur- Jeffrey Allison njdavies@firstcommand.com
ance for the medical community. CONTRACTORS/BUILDERS 210-268-1530 www.firstcommand.com
Brandi Vitier /COMMERCIAL jallison@
210-807-5581 aspectwealth.com GRADUATE PROGRAMS
brandi.vitier@ Cambridge Contracting www.aspectwealth.com
thebankofsa.com (HHH Gold Sponsor) “Get what you deserve … maxi- Trinity University
www.thebankofsa.com We are a full service general con- mize your Social Security benefit!” (HH Silver Sponsor)
tracting company that specializes The Executive Master’s Program in
SSFCU in commercial finishouts and e3 Wealth, LLC Healthcare Administration is ranked
(HHH Gold Sponsor) ground up construction. (HHH Gold Sponsor) in the Top 10 programs nationally. A
Founded in 1956, Security Service Rusty Hastings Over $550 million in assets under part-time, hybrid-learning program
provides medical professionals Rusty@cambridgesa.com management, e3 Wealth delivers designed for physicians and health-
with exceptional service and com- 210-337-3900 truly customized solutions to indi- care managers to pursue a gradu-
petitive rates on a line of mort- www.cambridgesa.com viduals and businesses while ate degree while continuing to work
gage products including one-time placing heavy emphasis on risk full-time.
close construction, unimproved Huffman Developments minimization, tax diversification, Amer Kaissi, Ph.D.
lot/land, jumbo, and specialized (HHH Gold Sponsor) proper utilization and protection Professor and Executive Program
adjustable-rate mortgage loans. Premier medical and professional for each client's unique financial Director
Commercial Services office condominium developer. purpose. 210-999-8132
Luis Rosales Our model allows you to own Managing Partner amer.kaissi@trinity.edu
210-476-4426 your own office space as Joseph Quartucci, ChFC® https://new.trinity.edu/acade-
lrosales@ssfcu.org opposed to leasing. 512-268-9220 mics/departments/health-care-
Investment Services Steve Huffman jquartucci@e3wealth.com administration
John Dallahan 210-979-2500 Senior Partner
210-476-4410 shuffman@huffmandev.com Terry Taylor HEALTHCARE REAL ESTATE
jdallahan@ssfcu.org Lauren Spalten 512-268-9220
Mortgage Services 210-667-6988 ttaylor@e3wealth.com SAN ANTONIO COMMERCIAL
Glynis Miller lspalten@huffmandev.com Senior Partner ADVISORS
210-476-4833 www.huffmandev.com Jennifer Taylor (HH Silver Sponsor)
gmiller@ssfcu.org 512-268-9220 Jon Wiegand advises healthcare
FINANCIAL SERVICES jtaylor@e3wealth.com professionals on their real estate
Firstmark Credit Union www.e3wealth.com decisions. These include invest-
(HH Silver Sponsor) Northwestern Mutual Wealth ment sales- acquisitions and dis-
Address your office needs: Up- Management Intercontinental Wealth positions, tenant representation,
grading your equipment or tech- (HHHH 10K Platinum Sponsor) Advisors LLC. leasing, sale leasebacks, site se-
nology? Expanding your office Our mission is to help you enjoy a life- (HHH Gold Sponsor) lection and development projects
space? We offer loans to meet time of financial security with greater Your money’s worth is in the Jon Wiegand
your business or personal needs. certainty and clarity. Our outcome- things it can do for you, things 210-585-4911
Competitive rates, favorable terms based planning approach involves that are as unique and personal jwiegand@sacadvisors.com
and local decisions. defining your objectives, creating a as your heart and mind. We craft www.sacadvisors.com
Gregg Thorne plan to maximize potential and in- customized solutions to meet in- “Call today for a free real estate
SVP Lending spiring action towards your goals. vestment challenges and help analysis, valued at $5,000”
210-308-7819 Fee-based financial plans offered at achieve financial objectives.
greggt@firstmarkcu.org discount for BCMS members. Vice President HOME HEALTH SERVICES
www.firstmarkcu.org Eric Kala CFP®, AEP®, CLU®, Jaime Chavez, RFC®
ChFC® 210-271-7947 ext. 109 Abbie Health Care Inc.
Frost Wealth Management Advisor | Es- jchavez@intercontl.com (HH Silver Sponsor)
(HH Silver Sponsor) tate & Business Planning Advisor Wealth Manager Our goal at Abbie health care inc.
As one of the largest Texas-based 210.446.5755 David K. Alvarez, CFP® is to promote independence, heal-
banks, Frost has helped Texans with eric.kala@nm.com 210-271-7947 ext. 119 ing and comfort through quality,
their financial needs since 1868, of- www.erickala.com dalvarez@intercontl.com competent and compassionate
fering award-winning customer “Inspiring Action, Maximizing Po- Vice President care provided by skilled nurses,
service and a range of banking, in- tential” John Hennessy, ChFC® therapists, medical social worker
vestment and insurance services to 210-271-7947 ext. 112 and home health aides at home.
individuals and businesses. jhennessy@intercontl.com Sr. Clinical Account Executive
Lewis Thorne www.intercontl.com Gloria Duke, RN
210-220-6513 210-273-7482
lthorne@frostbank.com Gloria@abbiehealthcare.com
www.frostbank.com "New Way of Thinking, Caring
“Frost@Work provides your em- & Living"
continued on page 38
visit us at www.bcms.org 37
