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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY
210-807-5581 CONTRACTORS/BUILDERS money, which is why we improve ensure your finances are ready for
brandi.vitier@ /COMMERCIAL and simplify the lives of our clients, each stage of life, (college plan-
thebankofsa.com granting them greater satisfaction, ning, general investing, retirement
www.thebankofsa.com Cambridge Contracting confidence and freedom to or estate planning).
(HHH Gold Sponsor) achieve more in life. Shelly H. Rolf
RBFCU We are a full service general con- Jeffrey Allison Wealth Management
(HHH Gold Sponsor) tracting company that specializes 210-268-1530 210-650-1759
RBFCU provides special financing in commercial finishouts and jallison@ srolf@rbfcu.org
options for Physicians, including ground up construction. aspectwealth.com www.rbfcu.org
loans for commercial and residen- Rusty Hastings www.aspectwealth.com
tial real estate, construction, vehi- Rusty@cambridgesa.com “Get what you deserve … maxi- The Mani Johnston Group at UBS
cle, equipment and more. 210-337-3900 mize your Social Security benefit!” (HHH Gold Sponsor)
Novie Allen www.cambridgesa.com Advice Beyond Investing, Dedi-
Business Solutions Beyond cated Client Service Team, 4
210-650-1738 Huffman Developments (HHH Gold Sponsor) decades serving the Bexar County
nallen@rbfcu.org (HHH Gold Sponsor) Beyond strives to simplify opera- medical community. Specializa-
www.rbfcu.org Premier medical and professional tions, reduce costs and streamline tion in customized asset manage-
office condominium developer. payments for small and mid-size ment and lending services
Firstmark Credit Union Our model allows you to own businesses. We provides reliable, supported by the strength of the
(HH Silver Sponsor) your own office space as flexible, and secure business solu- UBS Global Bank.
Address your office needs: Up- opposed to leasing. tions in a clear, transparent manner. Senior Vice President – Wealth
grading your equipment or tech- Steve Huffman San Antonio and Austin Management
nology? Expanding your office 210-979-2500 DSD-San Antonio/Austin Senior Portfolio Manager
space? We offer loans to meet shuffman@huffmandev.com Jeromé Vidlock Carol Mani Johnston
your business or personal needs. Lauren Spalten Jerome.vidlock@getbeyond.com 210-805-1075
Competitive rates, favorable terms 210-667-6988 972-839-2423 Carol.manijohnston@ubs.com
and local decisions. lspalten@huffmandev.com www.getbeyond.com www.ubs.com/team/manijohnston
Gregg Thorne www.huffmandev.com “The business of Medicine is our "UBS is honored to be named
SVP Lending specialty” Best Bank for Wealth Manage-
210-308-7819 FINANCIAL SERVICES ment in North America for 2017 by
greggt@firstmarkcu.org e3 Wealth, LLC Euromoney."
www.firstmarkcu.org Avid Wealth Partners (HHH Gold Sponsor)
(HHHH 10K Platinum Sponsor) Over $550 million in assets under GRADUATE PROGRAMS
Frost The only financial firm that works management, e3 Wealth delivers
(HH Silver Sponsor) like physicians, for physicians, to truly customized solutions to indi- Trinity University
As one of the largest Texas-based bring clarity and confidence in an viduals and businesses while (HH Silver Sponsor)
banks, Frost has helped Texans with age of clutter and chaos. You de- placing heavy emphasis on risk The Executive Master’s Program in
their financial needs since 1868, of- serve to be understood and well- minimization, tax diversification, Healthcare Administration is ranked
fering award-winning customer served by a team that's proper utilization and protection in the Top 10 programs nationally. A
service and a range of banking, in- committed to helping you avidly for each client's unique financial part-time, hybrid-learning program
vestment and insurance services to pursue the future you want, and purpose. designed for physicians and health-
individuals and businesses. that's our difference. Managing Partner care managers to pursue a gradu-
Lewis Thorne Eric Kala CFP®, CIMA®, AEP®, Joseph Quartucci, ChFC® ate degree while continuing to work
210-220-6513 CLU®, CRPS® 512-268-9220 full-time.
lthorne@frostbank.com Founder & Wealth Management jquartucci@e3wealth.com Amer Kaissi, Ph.D.
www.frostbank.com Advisor Senior Partner Professor and Executive Program
“Frost@Work provides your em- Specializing in Investment Man- Terry Taylor Director
ployees with free personalized agement and Fee-Based Finan- 512-268-9220 210-999-8132
banking services.” cial Planning ttaylor@e3wealth.com amer.kaissi@trinity.edu
210.446.5752 Senior Partner https://new.trinity.edu/acade-
BUSINESS SERVICES eric.kala@nm.com Jennifer Taylor mics/departments/health-care-
avidwealthpartners.com 512-268-9220 administration
New York Life Insurance Company “Plan it. Do it. Avid Wealth” jtaylor@e3wealth.com
(HHH Gold Sponsor) www.e3wealth.com HEALTHCARE REAL ESTATE
We believe that any great rela- Aspect Wealth Management
tionship starts with great core val- (HHH Gold Sponsor) RBFCU SAN ANTONIO COMMERCIAL
ues: Attention, Accountability, We believe wealth is more than (HHH Gold Sponsor) ADVISORS
Appreciation, RBFCU Investments Group pro- (HH Silver Sponsor)
Adaptability and Attainability vides guidance and assistance to Jon Wiegand advises healthcare
Financial Consultant help you plan for the future and professionals on their real estate
Doug Elley decisions. These include invest-
210-961-9991 ment sales- acquisitions and dis-
delley@ft.newyorklife.com positions, tenant representation,
www.newyorklife.com leasing, sale leasebacks, site se-
lection and development projects
Jon Wiegand
210-585-4911
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visit us at www.bcms.org 39
