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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY

Synergy FCU, a full service financial EMPLOYEE MANAGEMENT Kristine Edge

institution. With high savings rates SWBC PEO – Professional
and low loans rates, Synergy can Employer Organization
BB&T
(HHH Gold Sponsor) help you meet your financial goals. 830-980-1207
Checking, savings, investments, in- Synergy FCU Member Service Beyond kedge@swbc.com
surance — BB&T offers banking (210) 345-2222 or (HHH Gold Sponsor) Cleo Garza
services to help you reach your fi- info@synergyfcu.org Beyond helps you take care of SWBC Mortgage – Sr. Loan Officer
nancial goals and plan for a sound www.synergyfcu.org your people with a single-source, 210-386-0732
financial future. “Once a member, always a cloud-based human resources cleogarza@swbc.com
Joseph Bieniek member. Join today!” system that is simple yet powerful Debbie Marino
Vice President Small Business enough to manage the entire em- SWBC Insurance & Benefits
Specialist First National 1870, a division of ployee life cycle. From online on- 210-525-1241
210-247-2985 Sunflower Bank, N.A. boarding to certification tracking dmarino@swbc.com
jbieniek@bbandt.com (HH Silver Sponsor) to payroll processing, manage www.swbc.com
Ben Pressentin First National 1870 is a regional your people anytime, anywhere. SWBC family of services
210-762-3175 community bank dedicated to Founding Member supporting Physicians and the
bpressentin@bbandt.com building long-term relationships Division Sales Director Medical Society
www.bbt.com founded on sound principles and San Antonio and Austin
trust. Jeromé Vidlock
Jamie Gutierrez 972.839.2423
Business Banking Officer jerome.vidlock@getbeyond.com Avid Wealth Partners
210-961-7107 (Direct) www.getbeyond.com ( Gold Sponsor)
Jamie.Gutierrez@firstnational1870 "Beginning relationships honor- The only financial firm that works
.com like physicians, for physicians, to
Broadway Bank ably with a clear understanding
(HHH Gold Sponsor) www.FirstNational1870.com of what you can expect from us" bring clarity and confidence in an
Healthcare banking experts with a “Creating Possibility For Your age of clutter and chaos. You de-
private banking team committed to Medical Practice” FINANCIAL ADVISOR serve to be understood and well-
supporting the medical community. served by a team that's ommitted
Ken Herring BUSINESS CONSULTING to helping you avidly pursue the
210-283-4026 future you want, and that's our
kherring@broadwaybank.com Waechter Consulting Group difference.
www.broadwaybank.com (HH Silver Sponsor) Eric Kala CFP, CIMA, AEP, CLU, CRPS
“We’re here for good.” Want to grow your practice? Let Elizabeth Olney with Edward Jones Founder & Wealth
our experienced team customize a Management Advisor
growth strategy just for you. ( Gold Sponsor) 210.446.5752
Utilizing marketing and business We learn your individual needs so eric.kala@nm.com
development tactics, we create a we can develop a strategy to help avidwealthpartners.com
plan tailored to your needs! you achieve your financial goals. “Plan it. Do it. Avid Wealth”
Michal Waechter, Owner Join the nearly 7 million investors
The Bank of San Antonio who know. Contact me to develop
(HHH Gold Sponsor) (210) 913-4871 an investment strategy that makes
We specialize in insurance and Michal@WaechterConsulting.com sense for you.
banking products for physician “YOUR goals, YOUR timeline, Elizabeth Olney, Financial Advisor
groups and individual physicians. YOUR success. Let’s grow your (210) 493-0753
Our local insurance professionals practice together” Elizabeth.olney@edwardjones.com Aspect Wealth Management
are some of the few agents in the www.edwardjones.com/elizabeth- (HHH Gold Sponsor)
state who specialize in medical olney We believe wealth is more than
malpractice and all lines of insur- DIAGNOSTIC IMAGING "Making Sense of Investing" money, which is why we improve
ance for the medical community. and simplify the lives of our clients,
Brandi Vitier, 210-807-5581 Touchstone Medical Imaging granting them greater satisfaction,
brandi.vitier@ (HH Silver Sponsor) FINANCIAL SERVICES confidence and freedom to
thebankofsa.com Touchstone Medical Imaging pro- achieve more in life.
www.thebankofsa.com vides a wide range of imaging Jeffrey Allison
services in a comfortable, service 210-268-1530
oriented outpatient environment jallison@aspectwealth.com
while utilizing state of the art www.aspectwealth.com
equipment, the most qualified ra- SWBC “Get what you deserve …
RBFCU ( 10K Platinum Sponsor)
(HHH Gold Sponsor) diologists and superior customer SWBC helps physicians keep maximize your Social
RBFCU provides special financing service. order in both their personal and Security benefit!”
options for Physicians, including Patrick Kocurek business financial matters. For in-
loans for commercial and residen- Area Marketing Manager dividuals, we stand ready to assist
tial real estate, construction, vehi- 210-614-0600 x5047 with wealth management and
cle, equipment and more. patrick.kocurek@touch- homebuying services. For your
Novie Allen stoneimaging.com practice, we can help with HR ad- Beyond
Business Solutions www.touchstoneimaging.com/ ministrative tasks, from payroll ( Gold Sponsor)
210-650-1738 locations services to securing employee Beyond is a financial technology
nallen@rbfcu.org "We provide peace of mind, benefits and P&C Insurance. company offering a suite of busi-
www.rbfcu.org giving compassionate care to Leslie Barnett ness tools including payment pro-
our community with integrity" cessing, employee management
SWBC Mortgage (payroll, HR, compliance), lending,
lbarnett@swbc.com and point-of-sale. Beyond
Gil Castillo
Synergy Federal Credit Union SWBC Wealth Management demonstrates business ethos with
(HHH Gold Sponsor) 210-321-7258 unwavering commitment and de-
BCMS members are eligible to join gcastillo@swbc.com livers results that make a difference.
Founding Member
continued on page 38
visit us at www.bcms.org 37