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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY

supporting the medical community. Frost Beyond helps you take care of money, which is why we improve

Ken Herring (HH Silver Sponsor) your people with a single-source, and simplify the lives of our clients,
210-283-4026 As one of the largest Texas-based cloud-based human resources granting them greater satisfaction,
kherring@broadwaybank.com banks, Frost has helped Texans with system that is simple yet powerful confidence and freedom to
www.broadwaybank.com their financial needs since 1868, of- enough to manage the entire em- achieve more in life.
“We’re here for good.” fering award-winning customer ployee life cycle. From online on- Jeffrey Allison
service and a range of banking, in- boarding to certification tracking 210-268-1530
vestment and insurance services to to payroll processing, manage jallison@aspectwealth.com
individuals and businesses. your people anytime, anywhere. www.aspectwealth.com
Ozona Bank Lewis Thorne Founding Member “Get what you deserve … maxi-
(HHH Gold Sponsor) 210-220-6513 Division Sales Director mize your Social Security benefit!”
Ozona National Bank is a full-ser- lthorne@frostbank.com San Antonio and Austin
vice commercial bank specializing www.frostbank.com Jeromé Vidlock
in commercial real estate, con- “Frost@Work provides your em- 972.839.2423
struction (owner and non-owner ployees with free personalized jerome.vidlock@getbeyond.com Beyond
occupied), business lines of credit banking services.” www.getbeyond.com ( Gold Sponsor)
and equipment loans. "Beginning relationships honor- Beyond is a financial technology
Sam Fisher BUSINESS CONSULTING ably with a clear understanding company offering a suite of busi-
Vice President/Commercial Lender of what you can expect from us" ness tools including payment pro-
210-319-3503 Alto Vista Enterprises, LLC cessing, employee management
samf@ozonabank.com (HH Silver Sponsor) FINANCIAL ADVISOR (payroll, HR, compliance), lending,
www.ozonabank.com We specialize in helping physi- and point-of-sale. Beyond
cians grow their business accord- demonstrates business ethos with
ing to the goals and timeline of unwavering commitment and de-
the practice. Customized busi- livers results that make a difference.
ness development strategies are Elizabeth Olney with Edward Jones Founding Member
executed by an experienced and
The Bank of San Antonio ( Gold Sponsor) Division Sales Director
(HHH Gold Sponsor) dedicated team of consultants. We learn your individual needs so San Antonio and Austin
We specialize in insurance and Michal Waechter, Owner we can develop a strategy to help Jeromé Vidlock
banking products for physician (210) 913-4871 you achieve your financial goals. 972.839.2423
groups and individual physicians. MichalWaechter@gmail.com Join the nearly 7 million investors jerome.vidlock@getbeyond.com
Our local insurance professionals “YOUR goals, YOUR timeline, who know. Contact me to develop www.getbeyond.com
are some of the few agents in the YOUR success. Let’s grow your an investment strategy that makes "Good enough is not nearly
state who specialize in medical practice together” sense for you. enough. We go Beyond!"
malpractice and all lines of insur- BUSINESS SERVICES Elizabeth Olney, Financial Advisor
ance for the medical community. (210) 493-0753
Brandi Vitier, 210-807-5581 Elizabeth.olney@edwardjones.com
brandi.vitier@ www.edwardjones.com/elizabeth-
thebankofsa.com olney Elizabeth Olney with
www.thebankofsa.com New York Life Insurance Company "Making Sense of Investing" Edward Jones
(HHH Gold Sponsor) ( Gold Sponsor)
We believe that any great relation- FINANCIAL SERVICES We learn your individual needs so
ship starts with great core values: we can develop a strategy to help
Attention, Accountability, Appreci-
RBFCU you achieve your financial goals.
(HHH Gold Sponsor) ation, Adaptability and Attainability Join the nearly 7 million investors
RBFCU provides special financing Financial Consultant who know. Contact me to de-
options for Physicians, including Doug Elley Avid Wealth Partners velop an investment strategy that
loans for commercial and residen- 210-961-9991 (HHHH 10K Platinum Sponsor) makes sense for you.
tial real estate, construction, vehi- dougelley@financialguide.com The only financial firm that works Elizabeth Olney
cle, equipment and more. www.newyorklife.com like physicians, for physicians, to Financial Advisor
Novie Allen CONTRACTORS/BUILDERS bring clarity and confidence in an (210) 493-0753
Business Solutions /COMMERCIAL age of clutter and chaos. You de- Elizabeth.olney@edwardjones.com
210-650-1738 serve to be understood and well- www.edwardjones.com/eliza-
nallen@rbfcu.org served by a team that's ommitted beth-olney
www.rbfcu.org to helping you avidly pursue the "Making Sense of Investing"
future you want, and that's our
difference.
Cambridge Contracting Eric Kala CFP, CIMA, AEP, CLU, CRPS
(HHH Gold Sponsor) Founder & Wealth Management
We are a full service general con-
Synergy Federal Credit Union Advisor RBFCU
(HHH Gold Sponsor) tracting company that specializes Specializing in Investment (HHH Gold Sponsor)
BCMS members are eligible to join in commercial finishouts and Management and Fee-Based RBFCU Investments Group pro-
Synergy FCU, a full service financial ground up construction. Financial Planning vides guidance and assistance to
institution. With high savings rates Rusty Hastings 210.446.5752 help you plan for the future and
and low loans rates, Synergy can Rusty@cambridgesa.com eric.kala@nm.com ensure your finances are ready for
help you meet your financial goals. 210-337-3900 avidwealthpartners.com each stage of life, (college plan-
Synergy FCU Member Service www.cambridgesa.com “Plan it. Do it. Avid Wealth” ning, general investing, retirement
(210) 345-2222 or EMPLOYEE MANAGEMENT or estate planning).
info@synergyfcu.org Shelly H. Rolf
www.synergyfcu.org Wealth Management
“Once a member, always a 210-650-1759
member. Join today!” Aspect Wealth Management srolf@rbfcu.org
Beyond
(HHH Gold Sponsor) www.rbfcu.org
(HHH Gold Sponsor) We believe wealth is more than
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visit us at www.bcms.org 39