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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY
Regions Bank www.rbfcu.org Aspect Wealth Management things it can do for you, things
(HHH Gold Sponsor) (HHH Gold Sponsor) that are as unique and personal
VP Physician Lending Group CONTRACTORS/BUILDERS We believe wealth is more than as your heart and mind. We craft
Moses D. Luevano, /COMMERCIAL money, which is why we improve customized solutions to meet in-
512-663-7743 phone and simplify the lives of our clients, vestment challenges and help
moses.luevano@regions.com Huffman Developments granting them greater satisfaction, achieve financial objectives.
(HHH Gold Sponsor) confidence and freedom to Vice President
The Bank of San Antonio Premier medical and professional achieve more in life. Jaime Chavez, RFC®
(HHH Gold Sponsor) office condominium developer. Jeffrey Allison 210-271-7947 ext. 109
We specialize in insurance and Our model allows you to own your 210-268-1530 jchavez@intercontl.com
banking products for physician own office space as opposed to jallison@ Wealth Manager
groups and individual physicians. leasing. aspectwealth.com David K. Alvarez, CFP®
Our local insurance professionals Steve Huffman www.aspectwealth.com 210-271-7947 ext. 119
are some of the few agents in the shuffman@huffmandev.com “Get what you deserve … maxi- dalvarez@intercontl.com
state who specialize in medical 210-979-2500 mize your Social Security benefit!” Vice President
malpractice and all lines of insur- Shawn Huffman John Hennessy, ChFC®
ance for the medical community. shhuffman@huffmandev.com e3 Wealth, LLC 210-271-7947 ext. 112
Brandi Vitier 210-979-2500 (HHH Gold Sponsor) jhennessy@intercontl.com
210-807-5581 www.huffmandev.com Over $550 million in assets under www.intercontl.com
brandi.vitier@ management, e3 Wealth delivers “Advice, Planning and Execution
thebankofsa.com RC Page Construction, LLC truly customized solutions to indi- that goes beyond portfolio man-
www.thebankofsa.com (HHH Gold Sponsor) viduals and businesses while agement”
Commercial general contractor placing heavy emphasis on risk
SSFCU specializing in ground-up & inte- minimization, tax diversification, First Command Financial Services
(HHH Gold Sponsor) rior finish out projects. Services in- proper utilization and protection (HH Silver Sponsor)
Founded in 1956, Security Service clude conceptual & final pricing, for each client's unique financial Nigel Davies
provides medical professionals design-build & construction man- purpose. 210-824-9894
with exceptional service and com- agement. Single-source manage- Managing Partner njdavies@firstcommand.com
petitive rates on a line of mort- ment from concept to completion Joseph Quartucci, ChFC® www.firstcommand.com
gage products including one-time ensures continuity through 512-268-9220
close construction, unimproved all phases of the project. jquartucci@e3wealth.com GRADUATE PROGRAMS
lot/land, jumbo, and specialized Clay Page Senior Partner
adjustable-rate mortgage loans. 210-375-9150 Terry Taylor Trinity University
Commercial Services clay@rcpageconstruction.com 512-268-9220 (HH Silver Sponsor)
Luis Rosales www.rcpageconstruction.com ttaylor@e3wealth.com The Executive Master’s Program in
210-476-4426 Senior Partner Healthcare Administration is ranked
lrosales@ssfcu.org FINANCIAL SERVICES Jennifer Taylor in the Top 10 programs nationally. A
Investment Services 512-268-9220 part-time, hybrid-learning program
John Dallahan Northwestern Mutual Wealth jtaylor@e3wealth.com designed for physicians and health-
210-476-4410 Management www.e3wealth.com care managers to pursue a gradu-
jdallahan@ssfcu.org (HHHH 10K Platinum Sponsor) ate degree while continuing to work
Mortgage Services Our mission is to help you enjoy a life- Frost Leasing full-time.
Glynis Miller time of financial security with greater (HHH Gold Sponsor) Amer Kaissi, Ph.D.
210-476-4833 certainty and clarity. Our outcome- As one of the largest Texas-based Professor and Executive Program
gmiller@ssfcu.org based planning approach involves banks, Frost has helped Texans with Director
defining your objectives, creating a their financial needs since 1868, of- 210-999-8132
Firstmark Credit Union plan to maximize potential and in- fering award-winning customer amer.kaissi@trinity.edu
(HH Silver Sponsor) spiring action towards your goals. service and a range of banking, in- https://new.trinity.edu/acade-
Address your office needs: Up- Fee-based financial plans offered at vestment and insurance services to mics/departments/health-care-
grading your equipment or tech- discount for BCMS members. individuals and businesses. administration
nology? Expanding your office Eric Kala CFP®, AEP®, CLU®, Laura Elrod Eckhardt
space? We offer loans to meet ChFC® 210-220-4135 HEALTHCARE REAL ESTATE
your business or personal needs. Wealth Management Advisor | Es- laura.eckhardt@frostbank.com
Competitive rates, favorable terms tate & Business Planning Advisor www.frostbank.com SAN ANTONIO COMMERCIAL
and local decisions. 210.446.5755 “Commercial leasing for a doctor’s ADVISORS
Gregg Thorne eric.kala@nm.com business equipment and vehicle.” (HH Silver Sponsor)
SVP Lending www.erickala.com Jon Wiegand advises healthcare
210-308-7819 “Inspiring Action, Maximizing Po- Intercontinental Wealth professionals on their real estate
greggt@firstmarkcu.org tential” Advisors LLC. decisions. These include invest-
www.firstmarkcu.org (HHH Gold Sponsor) ment sales- acquisitions and
Your money’s worth is in the dispositions, tenant representa-
RBFCU tion, leasing, sale leasebacks,
(HH Silver Sponsor) site selection and development
210-945-3800 projects
nallen@rbfcu.org Jon Wiegand
210-585-4911
jwiegand@sacadvisors.com
www.sacadvisors.com
“Call today for a free real estate
analysis, valued at $5,000”
continued on page 38
visit us at www.bcms.org 37
