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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY
bpressentin@bbandt.com brandi.vitier@ CONTRACTORS/BUILDERS confidence and freedom to
www.bbt.com thebankofsa.com /COMMERCIAL achieve more in life.
www.thebankofsa.com Jeffrey Allison
BBVA Compass Cambridge Contracting 210-268-1530
(HHH Gold Sponsor) RBFCU (HHH Gold Sponsor) jallison@
Our healthcare financial team pro- (HHH Gold Sponsor) We are a full service general con- aspectwealth.com
vides customized solutions for RBFCU provides special financing tracting company that specializes www.aspectwealth.com
you, your business and employees. options for Physicians, including in commercial finishouts and “Get what you deserve … maxi-
Global Wealth Management loans for commercial and residen- ground up construction. mize your Social Security benefit!”
Mary Mahlie tial real estate, construction, vehi- Rusty Hastings
210-370-6029 cle, equipment and more. Rusty@cambridgesa.com e3 Wealth, LLC
mary.mahlie@bbvacompass.com Novie Allen 210-337-3900 (HHH Gold Sponsor)
Medical Branch Manager Business Solutions www.cambridgesa.com Over $550 million in assets under
Vicki Watkins 210-650-1738 management, e3 Wealth delivers
210-592-5755 nallen@rbfcu.org Huffman Developments truly customized solutions to indi-
vicki.watkins@bbva.com www.rbfcu.org (HHH Gold Sponsor) viduals and businesses while
Business Banking Officer Premier medical and professional placing heavy emphasis on risk
Jamie Gutierrez Firstmark Credit Union office condominium developer. minimization, tax diversification,
210-284-2815 (HH Silver Sponsor) Our model allows you to own proper utilization and protection
jamie.gutierrez@bbva.com Address your office needs: Up- your own office space as for each client's unique financial
www.bbvacompass.com grading your equipment or tech- opposed to leasing. purpose.
“Working for a better future” nology? Expanding your office Steve Huffman Managing Partner
space? We offer loans to meet 210-979-2500 Joseph Quartucci, ChFC®
Broadway Bank your business or personal needs. shuffman@huffmandev.com 512-268-9220
(HHH Gold Sponsor) Competitive rates, favorable terms Lauren Spalten jquartucci@e3wealth.com
Healthcare banking experts with a and local decisions. 210-667-6988 Senior Partner
private banking team committed Gregg Thorne lspalten@huffmandev.com Terry Taylor
to supporting the medical com- SVP Lending www.huffmandev.com 512-268-9220
munity. 210-308-7819 ttaylor@e3wealth.com
Ken Herring greggt@firstmarkcu.org FINANCIAL SERVICES Senior Partner
210-283-4026 www.firstmarkcu.org Jennifer Taylor
kherring@broadwaybank.com Avid Wealth Partners 512-268-9220
www.broadwaybank.com Frost (HHHH 10K Platinum Sponsor) jtaylor@e3wealth.com
“We’re here for good.” (HH Silver Sponsor) The only financial firm that works www.e3wealth.com
As one of the largest Texas-based like physicians, for physicians, to
Ozona Bank banks, Frost has helped Texans with bring clarity and confidence in an Intercontinental Wealth
(HHH Gold Sponsor) their financial needs since 1868, of- age of clutter and chaos. You de- Advisors LLC.
Ozona National Bank is a full-ser- fering award-winning customer serve to be understood and well- (HHH Gold Sponsor)
vice commercial bank specializing service and a range of banking, in- served by a team that's Your money’s worth is in the
in commercial real estate, con- vestment and insurance services to committed to helping you avidly things it can do for you, things
struction (owner and non-owner individuals and businesses. pursue the future you want, and that are as unique and personal
occupied), business lines of credit Lewis Thorne that's our difference. as your heart and mind. We craft
and equipment loans. 210-220-6513 Eric Kala CFP®, CIMA®, AEP®, customized solutions to meet in-
Rick Tatum lthorne@frostbank.com CLU®, CRPS® vestment challenges and help
richardt@ozonabank.com www.frostbank.com Founder & Wealth Management achieve financial objectives.
www.ozonabank.com “Frost@Work provides your em- Advisor Wealth Manager
ployees with free personalized Specializing in Investment Man- David K. Alvarez, CFP®
The Bank of San Antonio banking services.” agement and Fee-Based Finan- 210-271-7947 ext. 119
(HHH Gold Sponsor) cial Planning dalvarez@intercontl.com
We specialize in insurance and BUSINESS SERVICES 210.446.5752 Vice President
banking products for physician eric.kala@nm.com John Hennessy, ChFC®
groups and individual physicians. New York Life Insurance Company avidwealthpartners.com 210-271-7947 ext. 112
Our local insurance professionals (HHH Gold Sponsor) “Plan it. Do it. Avid Wealth” jhennessy@intercontl.com
are some of the few agents in the We believe that any great rela- www.intercontl.com
state who specialize in medical tionship starts with great core val- Aspect Wealth Management “Advice, Planning and Execution
malpractice and all lines of insur- ues: Attention, Accountability, (HHH Gold Sponsor) that goes beyond portfolio man-
ance for the medical community. Appreciation, We believe wealth is more than agement”
Brandi Vitier Adaptability and Attainability money, which is why we improve
210-807-5581 Financial Consultant and simplify the lives of our clients, RBFCU
Doug Elley granting them greater satisfaction, (HHH Gold Sponsor)
210-961-9991 RBFCU Investments Group pro-
delley@ft.newyorklife.com vides guidance and assistance to
www.newyorklife.com help you plan for the future and
ensure your finances are ready for
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visit us at www.bcms.org 39
