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BCMS CIRCLE OF FRIENDS
SERVICES DIRECTORY
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ACCOUNTING FIRMS ston Strasburger & Price, LLP 210-762-3175
"UBS is honored to be named (HHH Gold Sponsor) bpressentin@bbandt.com
Sol Schwartz & Associates P.C. Best Bank for Wealth Manage- Strasburger counsels physician www.bbt.com
(HH Silver Sponsor) ment in North America for 2017 by groups, individual doctors, hospi-
We specialize in areas that are Euromoney." tals, and other healthcare BBVA Compass
most critical to a company’s fiscal providers on a variety of con- (HHH Gold Sponsor)
well-being in today’s competitive ATTORNEYS cerns, including business transac- Our healthcare financial team pro-
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210-384-8000, ext. 112 (HHH Gold Sponsor) employment, estate planning, tax, Global Wealth Management
jprice@ssacpa.com At Kreager Mitchell, our health- and litigation. Mary Mahlie
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physicians and physician groups.” representation possible in provid- carrie.douglas@strasburger.com www.bbvacompass.com
ing industry specific solutions. Cynthia Grimes “Working for a better future”
ASSET MANAGEMENT From business transactions to 210.250.6003
physician contracts, our team can cynthia.grimes@strasburger.com Broadway Bank
Avid Wealth Partners help you in making the right deci- Marty Roos (HHH Gold Sponsor)
(HHHH 10K Platinum Sponsor) sion for your practice. 210.250.6161 Healthcare banking experts with a
The only financial firm that works Michael L. Kreager marty.roos@strasburger.com private banking team committed
like physicians, for physicians, to 210-283-6227 www.strasburger.com to supporting the medical com-
bring clarity and confidence in mkreager@kreagermitchell.com “Your Prescription for the Com- munity.
an age of clutter and chaos. You Bruce M. Mitchell mon & Not-So Common Legal Ail- Ken Herring
deserve to be understood and 210-283-6228 ment” 210-283-4026
well-served by a team that's com- bmitchell@kreagermitchell.com kherring@broadwaybank.com
mitted to helping you avidly www.kreagermitchell.com BANKING www.broadwaybank.com
pursue the future you want, and “Client-centered legal counsel “We’re here for good.”
that's our difference. with integrity and inspired solu- Amegy Bank of Texas
Eric Kala CFP®, CIMA®, AEP®, tions” (HHH Gold Sponsor) Ozona Bank
CLU®, CRPS® We believe that any great rela- (HHH Gold Sponsor)
Founder & Wealth Management Norton Rose Fulbright tionship starts with five core val- Ozona National Bank is a full-ser-
Advisor (HHH Gold Sponsor) ues: Attention, Accountability, vice commercial bank specializing
Specializing in Investment Norton Rose Fulbright is a global Appreciation, Adaptability and At- in commercial real estate, con-
Management and Fee-Based law firm. We provide the world’s tainability. We work hard and to- struction (owner and non-owner
Financial Planning preeminent corporations and fi- gether with our clients to occupied), business lines of credit
210.446.5752 nancial institutions with a full accomplish great things. and equipment loans.
eric.kala@nm.com business law service. We deliver Jeanne Bennett Rick Tatum
avidwealthpartners.com over 150 lawyers in the US fo- 210- 343-4556 richardt@ozonabank.com
“Plan it. Do it. Avid Wealth” cused on the life sciences and jeanne.bennett@amegybank.com www.ozonabank.com
healthcare sector. Karen Leckie
The Mani Johnston Group at UBS Employment & Labor 210-343-4558 The Bank of San Antonio
(HHH Gold Sponsor) Mario Barrera karen.leckie@amegybank.com (HHH Gold Sponsor)
Advice Beyond Investing, Dedi- 210 270 7125 www.amegybank.com We specialize in insurance and
cated Client Service Team, 4 mario.barrera@nortonroseful- “Community banking partnership” banking products for physician
decades serving the Bexar bright.com groups and individual physicians.
County medical community. Spe- Life Sciences and Healthcare BB&T Our local insurance professionals
cialization in customized asset Charles Deacon (HHH Gold Sponsor) are some of the few agents in the
management and lending serv- 210 270 7133 Checking, savings, investments, in- state who specialize in medical
ices supported by the strength of charlie.deacon@nortonroseful- surance — BB&T offers banking malpractice and all lines of insur-
the UBS Global Bank. bright.com services to help you reach your fi- ance for the medical community.
Senior Vice President – Wealth Real Estate nancial goals and plan for a sound Brandi Vitier
Management Katherine Tapley financial future.
Senior Portfolio Manager 210 270 7191 Stephanie Dick
Carol Mani Johnston katherine.tapley@nortonroseful- Vice President- Commercial
210-805-1075 bright.com Banking
Carol.manijohnston@ubs.com www.nortonrosefulbright.com 210-247-2979
www.ubs.com/team/manijohn- “In 2016, we received a Tier 1 na- sdick@bbandt.com
tional ranking for healthcare law Ben Pressentin
according to US News & World
Report and Best Lawyers”
38 San Antonio Medicine • December 2017
