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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY
vicki.watkins@bbva.com nallen@rbfcu.org Huffman Developments viduals and businesses while
Business Banking Officer www.rbfcu.org (HHH Gold Sponsor) placing heavy emphasis on risk
Jamie Gutierrez Premier medical and professional minimization, tax diversification,
210-284-2815 Firstmark Credit Union office condominium developer. proper utilization and protection
jamie.gutierrez@bbva.com (HH Silver Sponsor) Our model allows you to own for each client's unique financial
www.bbvacompass.com Address your office needs: Up- your own office space as purpose.
“Working for a better future” grading your equipment or tech- opposed to leasing. Managing Partner
nology? Expanding your office Steve Huffman Joseph Quartucci, ChFC®
Broadway Bank space? We offer loans to meet 210-979-2500 512-268-9220
(HHH Gold Sponsor) your business or personal needs. shuffman@huffmandev.com jquartucci@e3wealth.com
Healthcare banking experts with a Competitive rates, favorable terms Lauren Spalten Senior Partner
private banking team committed and local decisions. 210-667-6988 Terry Taylor
to supporting the medical com- Gregg Thorne lspalten@huffmandev.com 512-268-9220
munity. SVP Lending www.huffmandev.com ttaylor@e3wealth.com
Ken Herring 210-308-7819 Senior Partner
210-283-4026 greggt@firstmarkcu.org FINANCIAL SERVICES Jennifer Taylor
kherring@broadwaybank.com www.firstmarkcu.org 512-268-9220
www.broadwaybank.com Northwestern Mutual Wealth jtaylor@e3wealth.com
“We’re here for good.” Frost Management www.e3wealth.com
(HH Silver Sponsor) (HHHH 10K Platinum Sponsor)
Ozona Bank As one of the largest Texas-based Our mission is to help you enjoy a life- Intercontinental Wealth
(HHH Gold Sponsor) banks, Frost has helped Texans with time of financial security with greater Advisors LLC.
Ozona National Bank is a full-ser- their financial needs since 1868, of- certainty and clarity. Our outcome- (HHH Gold Sponsor)
vice commercial bank specializing fering award-winning customer based planning approach involves Your money’s worth is in the
in commercial real estate, con- service and a range of banking, in- defining your objectives, creating a things it can do for you, things
struction (owner and non-owner vestment and insurance services to plan to maximize potential and in- that are as unique and personal
occupied), business lines of credit individuals and businesses. spiring action towards your goals. as your heart and mind. We craft
and equipment loans. Lewis Thorne Fee-based financial plans offered at customized solutions to meet in-
Lydia Gonzales 210-220-6513 discount for BCMS members. vestment challenges and help
210-319-3501 lthorne@frostbank.com Eric Kala CFP®, AEP®, CLU®, achieve financial objectives.
lydiag@ozonabank.com www.frostbank.com ChFC® Vice President
www.ozonabank.com “Frost@Work provides your em- Wealth Management Advisor | Es- Jaime Chavez, RFC®
ployees with free personalized tate & Business Planning Advisor 210-271-7947 ext. 109
The Bank of San Antonio banking services.” 210.446.5755 jchavez@intercontl.com
(HHH Gold Sponsor) eric.kala@nm.com Wealth Manager
We specialize in insurance and BUSINESS SERVICES www.erickala.com David K. Alvarez, CFP®
banking products for physician “Inspiring Action, Maximizing Po- 210-271-7947 ext. 119
groups and individual physicians. New York Life Insurance Company tential” dalvarez@intercontl.com
Our local insurance professionals (HHH Gold Sponsor) Vice President
are some of the few agents in the We believe that any great rela- Aspect Wealth Management John Hennessy, ChFC®
state who specialize in medical tionship starts with great core val- (HHH Gold Sponsor) 210-271-7947 ext. 112
malpractice and all lines of insur- ues: Attention, Accountability, We believe wealth is more than jhennessy@intercontl.com
ance for the medical community. Appreciation, money, which is why we improve www.intercontl.com
Brandi Vitier Adaptability and Attainability and simplify the lives of our clients, “Advice, Planning and Execution
210-807-5581 Financial Consultant granting them greater satisfaction, that goes beyond portfolio man-
brandi.vitier@ Doug Elley confidence and freedom to agement”
thebankofsa.com 210-961-9991 achieve more in life.
www.thebankofsa.com delley@ft.newyorklife.com Jeffrey Allison RBFCU
www.newyorklife.com 210-268-1530 (HHH Gold Sponsor)
RBFCU jallison@ RBFCU Investments Group pro-
(HHH Gold Sponsor) CONTRACTORS/BUILDERS aspectwealth.com vides guidance and assistance to
RBFCU provides special financing /COMMERCIAL www.aspectwealth.com help you plan for the future and
options for Physicians, including “Get what you deserve … maxi- ensure your finances are ready for
loans for commercial and residen- Cambridge Contracting mize your Social Security benefit!” each stage of life, (college plan-
tial real estate, construction, vehi- (HHH Gold Sponsor) ning, general investing, retirement
cle, equipment and more. We are a full service general con- e3 Wealth, LLC or estate planning).
Novie Allen tracting company that specializes (HHH Gold Sponsor) Shelly H. Rolf
Business Solutions in commercial finishouts and Over $550 million in assets under Wealth Management
210-650-1738 ground up construction. management, e3 Wealth delivers 210-650-1759
Rusty Hastings truly customized solutions to indi- srolf@rbfcu.org
Rusty@cambridgesa.com www.rbfcu.org
210-337-3900
www.cambridgesa.com continued on page 36
visit us at www.bcms.org 35
