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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY
Ozona Bank www.firstmarkcu.org all phases of the project. 512-268-9220
(HHH Gold Sponsor) Clay Page ttaylor@e3wealth.com
Ozona National Bank is a full-ser- Frost 210-375-9150 Senior Partner
vice commercial bank specializing (HH Silver Sponsor) clay@rcpageconstruction.com Jennifer Taylor
in commercial real estate, con- As one of the largest Texas-based www.rcpageconstruction.com 512-268-9220
struction (owner and non-owner banks, Frost has helped Texans with jtaylor@e3wealth.com
occupied), business lines of credit their financial needs since 1868, of- FINANCIAL SERVICES www.e3wealth.com
and equipment loans. fering award-winning customer
Lydia Gonzales service and a range of banking, in- Northwestern Mutual Wealth Intercontinental Wealth
210-319-3501 vestment and insurance services to Management Advisors LLC.
lydiag@ozonabank.com individuals and businesses. (HHHH 10K Platinum Sponsor) (HHH Gold Sponsor)
www.ozonabank.com Lewis Thorne Our mission is to help you enjoy a life- Your money’s worth is in the
210-220-6513 time of financial security with greater things it can do for you, things
The Bank of San Antonio lthorne@frostbank.com certainty and clarity. Our outcome- that are as unique and personal
(HHH Gold Sponsor) www.frostbank.com based planning approach involves as your heart and mind. We craft
We specialize in insurance and “Frost@Work provides your em- defining your objectives, creating a customized solutions to meet in-
banking products for physician ployees with free personalized plan to maximize potential and in- vestment challenges and help
groups and individual physicians. banking services.” spiring action towards your goals. achieve financial objectives.
Our local insurance professionals Fee-based financial plans offered at Vice President
are some of the few agents in the RBFCU discount for BCMS members. Jaime Chavez, RFC®
state who specialize in medical (HH Silver Sponsor) Eric Kala CFP®, AEP®, CLU®, 210-271-7947 ext. 109
malpractice and all lines of insur- 210-945-3800 ChFC® jchavez@intercontl.com
ance for the medical community. nallen@rbfcu.org Wealth Management Advisor | Es- Wealth Manager
Brandi Vitier www.rbfcu.org tate & Business Planning Advisor David K. Alvarez, CFP®
210-807-5581 210.446.5755 210-271-7947 ext. 119
brandi.vitier@ CONTRACTORS/BUILDERS eric.kala@nm.com dalvarez@intercontl.com
thebankofsa.com /COMMERCIAL www.erickala.com Vice President
www.thebankofsa.com “Inspiring Action, Maximizing Po- John Hennessy, ChFC®
Cambridge Contracting tential” 210-271-7947 ext. 112
SSFCU (HHH Gold Sponsor) jhennessy@intercontl.com
(HHH Gold Sponsor) We are a full service general con- Aspect Wealth Management www.intercontl.com
Founded in 1956, Security Service tracting company that specializes (HHH Gold Sponsor) “Advice, Planning and Execution
provides medical professionals in commercial finishouts and We believe wealth is more than that goes beyond portfolio man-
with exceptional service and com- ground up construction. money, which is why we improve agement”
petitive rates on a line of mort- Rusty Hastings and simplify the lives of our clients,
gage products including one-time Rusty@cambridgesa.com granting them greater satisfaction, First Command Financial Services
close construction, unimproved 210-337-3900 confidence and freedom to (HH Silver Sponsor)
lot/land, jumbo, and specialized www.cambridgesa.com achieve more in life. Nigel Davies
adjustable-rate mortgage loans. Jeffrey Allison 210-824-9894
Commercial Services Huffman Developments 210-268-1530 njdavies@firstcommand.com
Luis Rosales (HHH Gold Sponsor) jallison@ www.firstcommand.com
210-476-4426 Premier medical and professional aspectwealth.com
lrosales@ssfcu.org office condominium developer. www.aspectwealth.com GRADUATE PROGRAMS
Investment Services Our model allows you to own “Get what you deserve … maxi-
John Dallahan your own office space as mize your Social Security benefit!” Trinity University
210-476-4410 opposed to leasing. (HH Silver Sponsor)
jdallahan@ssfcu.org Steve Huffman e3 Wealth, LLC The Executive Master’s Program in
Mortgage Services 210-979-2500 (HHH Gold Sponsor) Healthcare Administration is ranked
Glynis Miller shuffman@huffmandev.com Over $550 million in assets under in the Top 10 programs nationally. A
210-476-4833 Lauren Spalten management, e3 Wealth delivers part-time, hybrid-learning program
gmiller@ssfcu.org 210-667-6988 truly customized solutions to indi- designed for physicians and health-
lspalten@huffmandev.com viduals and businesses while care managers to pursue a gradu-
Firstmark Credit Union www.huffmandev.com placing heavy emphasis on risk ate degree while continuing to work
(HH Silver Sponsor) minimization, tax diversification, full-time.
Address your office needs: Up- RC Page Construction, LLC proper utilization and protection Amer Kaissi, Ph.D.
grading your equipment or tech- (HHH Gold Sponsor) for each client's unique financial Professor and Executive Program
nology? Expanding your office Commercial general contractor purpose. Director
space? We offer loans to meet specializing in ground-up & inte- Managing Partner 210-999-8132
your business or personal needs. rior finish out projects. Services in- Joseph Quartucci, ChFC® amer.kaissi@trinity.edu
Competitive rates, favorable terms clude conceptual & final pricing, 512-268-9220 https://new.trinity.edu/acade-
and local decisions. design-build & construction man- jquartucci@e3wealth.com mics/departments/health-care-
Gregg Thorne agement. Single-source manage- Senior Partner administration
SVP Lending ment from concept to completion Terry Taylor
210-308-7819 ensures continuity through continued on page 38
greggt@firstmarkcu.org
visit us at www.bcms.org 37
