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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY
banking products for physician Adaptability and Attainability Aspect Wealth Management RBFCU
groups and individual physicians. Financial Consultant (HHH Gold Sponsor) (HHH Gold Sponsor)
Our local insurance professionals Doug Elley We believe wealth is more than RBFCU Investments Group pro-
are some of the few agents in the 210-961-9991 money, which is why we improve vides guidance and assistance to
state who specialize in medical delley@ft.newyorklife.com and simplify the lives of our clients, help you plan for the future and
malpractice and all lines of insur- www.newyorklife.com granting them greater satisfaction, ensure your finances are ready for
ance for the medical community. confidence and freedom to each stage of life, (college plan-
Brandi Vitier CONTRACTORS/BUILDERS achieve more in life. ning, general investing, retirement
210-807-5581 /COMMERCIAL Jeffrey Allison or estate planning).
brandi.vitier@ 210-268-1530 Shelly H. Rolf
thebankofsa.com Cambridge Contracting jallison@ Wealth Management
www.thebankofsa.com (HHH Gold Sponsor) aspectwealth.com 210-650-1759
We are a full service general con- www.aspectwealth.com srolf@rbfcu.org
RBFCU tracting company that specializes “Get what you deserve … maxi- www.rbfcu.org
(HHH Gold Sponsor) in commercial finishouts and mize your Social Security benefit!”
RBFCU provides special financing ground up construction. The Mani Johnston Group at UBS
options for Physicians, including Rusty Hastings Beyond (HHH Gold Sponsor)
loans for commercial and residen- Rusty@cambridgesa.com (HHH Gold Sponsor) Advice Beyond Investing, Dedi-
tial real estate, construction, vehi- 210-337-3900 Beyond strives to simplify opera- cated Client Service Team, 4
cle, equipment and more. www.cambridgesa.com tions, reduce costs and streamline decades serving the Bexar County
Novie Allen payments for small and mid-size medical community. Specializa-
Business Solutions Huffman Developments businesses. We provides reliable, tion in customized asset manage-
210-650-1738 (HHH Gold Sponsor) flexible, and secure business solu- ment and lending services
nallen@rbfcu.org Premier medical and professional tions in a clear, transparent manner. supported by the strength of the
www.rbfcu.org office condominium developer. San Antonio and Austin UBS Global Bank.
Our model allows you to own Division Director Senior Vice President – Wealth
Firstmark Credit Union your own office space as Crystal Patterson Management
(HH Silver Sponsor) opposed to leasing. 210-810-0403 Senior Portfolio Manager
Address your office needs: Up- Steve Huffman Crystal.patterson@getbeyond.com Carol Mani Johnston
grading your equipment or tech- 210-979-2500 www.getbeyond.com 210-805-1075
nology? Expanding your office shuffman@huffmandev.com “The business of Medicine is our Carol.manijohnston@ubs.com
space? We offer loans to meet Lauren Spalten specialty” www.ubs.com/team/manijohnston
your business or personal needs. 210-667-6988 "UBS is honored to be named
Competitive rates, favorable terms lspalten@huffmandev.com e3 Wealth, LLC Best Bank for Wealth Manage-
and local decisions. www.huffmandev.com (HHH Gold Sponsor) ment in North America for 2017 by
Gregg Thorne Over $550 million in assets under Euromoney."
SVP Lending FINANCIAL SERVICES management, e3 Wealth delivers
210-308-7819 truly customized solutions to indi- GRADUATE PROGRAMS
greggt@firstmarkcu.org Avid Wealth Partners viduals and businesses while
www.firstmarkcu.org (HHHH 10K Platinum Sponsor) placing heavy emphasis on risk Trinity University
The only financial firm that works minimization, tax diversification, (HH Silver Sponsor)
Frost like physicians, for physicians, to proper utilization and protection The Executive Master’s Program in
(HH Silver Sponsor) bring clarity and confidence in an for each client's unique financial Healthcare Administration is ranked
As one of the largest Texas-based age of clutter and chaos. You de- purpose. in the Top 10 programs nationally. A
banks, Frost has helped Texans with serve to be understood and well- Managing Partner part-time, hybrid-learning program
their financial needs since 1868, of- served by a team that's Joseph Quartucci, ChFC® designed for physicians and health-
fering award-winning customer committed to helping you avidly 512-268-9220 care managers to pursue a gradu-
service and a range of banking, in- pursue the future you want, and jquartucci@e3wealth.com ate degree while continuing to work
vestment and insurance services to that's our difference. Senior Partner full-time.
individuals and businesses. Eric Kala CFP®, CIMA®, AEP®, Terry Taylor Amer Kaissi, Ph.D.
Lewis Thorne CLU®, CRPS® 512-268-9220 Professor and Executive Program
210-220-6513 Founder & Wealth Management ttaylor@e3wealth.com Director
lthorne@frostbank.com Advisor Senior Partner 210-999-8132
www.frostbank.com Specializing in Investment Man- Jennifer Taylor amer.kaissi@trinity.edu
“Frost@Work provides your em- agement and Fee-Based Finan- 512-268-9220 https://new.trinity.edu/acade-
ployees with free personalized cial Planning jtaylor@e3wealth.com mics/departments/health-care-
banking services.” 210.446.5752 www.e3wealth.com administration
eric.kala@nm.com
BUSINESS SERVICES avidwealthpartners.com continued on page 40
“Plan it. Do it. Avid Wealth”
New York Life Insurance Company
(HHH Gold Sponsor)
We believe that any great rela-
tionship starts with great core val-
ues: Attention, Accountability,
Appreciation,
visit us at www.bcms.org 39
