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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY

Global Wealth Management CONTRACTORS/BUILDERS The only financial firm that works
Mary Mahlie /COMMERCIAL like physicians, for physicians, to
210-370-6029 Synergy Federal Credit Union bring clarity and confidence in an
mary.mahlie@bbvacompass.com (HHH Gold Sponsor) age of clutter and chaos. You de-
www.bbvacompass.com BCMS members are eligible to join serve to be understood and well-
“Working for a better future” Synergy FCU, a full service finan- served by a team that's ommitted
cial institution. With high savings Cambridge Contracting to helping you avidly pursue the
rates and low loans rates, Synergy (HHH Gold Sponsor) future you want, and that's our
can help you meet your financial We are a full service general con- difference.
goals. tracting company that specializes Eric Kala CFP®, CIMA®, AEP®,
Synergy FCU Member Service in commercial finishouts and CLU®, CRPS®
(210) 345-2222 or info@syner-
Broadway Bank ground up construction. Founder & Wealth Management
(HHH Gold Sponsor) gyfcu.org Rusty Hastings Advisor
Healthcare banking experts with a www.synergyfcu.org Rusty@cambridgesa.com Specializing in Investment
private banking team committed “Once a member, always a mem- 210-337-3900 Management and Fee-Based
to supporting the medical com- ber. Join today!” www.cambridgesa.com Financial Planning
munity. 210.446.5752
Ken Herring Frost EMPLOYEE MANAGEMENT eric.kala@nm.com
210-283-4026 (HH Silver Sponsor) avidwealthpartners.com
kherring@broadwaybank.com As one of the largest Texas-based “Plan it. Do it. Avid Wealth”
www.broadwaybank.com banks, Frost has helped Texans with
“We’re here for good.” their financial needs since 1868, of- Beyond
fering award-winning customer (HHH Gold Sponsor)
service and a range of banking, in- Beyond helps you take care of
vestment and insurance services to your people with a single-source, Aspect Wealth Management
individuals and businesses.
Ozona Bank cloud-based human resources (HHH Gold Sponsor)
(HHH Gold Sponsor) Lewis Thorne system that is simple yet powerful We believe wealth is more than
Ozona National Bank is a full-ser- 210-220-6513 enough to manage the entire em- money, which is why we improve
vice commercial bank specializing lthorne@frostbank.com ployee life cycle. From online on- and simplify the lives of our clients,
in commercial real estate, con- www.frostbank.com boarding to certification tracking granting them greater satisfaction,
struction (owner and non-owner “Frost@Work provides your em- to payroll processing, manage confidence and freedom to
occupied), business lines of credit ployees with free personalized your people anytime, anywhere. achieve more in life.
and equipment loans. banking services.” Founding Member Jeffrey Allison
Rick Tatum Division Sales Director | San Anto- 210-268-1530
richardt@ozonabank.com BUSINESS CONSULTING nio and Austin jallison@aspectwealth.com
www.ozonabank.com Jeromé Vidlock www.aspectwealth.com
Alto Vista Enterprises, LLC
(HH Silver Sponsor) 972.839.2423 “Get what you deserve … maxi-
We specialize in helping physi- jerome.vidlock@getbeyond.com mize your Social Security benefit!”
cians grow their business accord- www.getbeyond.com
ing to the goals and timeline of "Beginning relationships honor-
the practice. Customized busi- ably with a clear understanding
The Bank of San Antonio ness development strategies are of what you can expect from us"
(HHH Gold Sponsor) executed by an experienced and Beyond
We specialize in insurance and dedicated team of consultants. FINANCIAL ADVISOR ( Gold Sponsor)
banking products for physician Owner Beyond is a financial technology
groups and individual physicians. Michal Waechter company offering a suite of busi-
Our local insurance professionals (210) 913-4871 ness tools including payment pro-
are some of the few agents in the MichalWaechter@gmail.com cessing, employee management
state who specialize in medical “YOUR goals, YOUR timeline, Elizabeth Olney with (payroll, HR, compliance), lending,
malpractice and all lines of insur- YOUR success. Let’s grow your Edward Jones and point-of-sale. Beyond
ance for the medical community. practice together” ( Gold Sponsor) demonstrates business ethos with
Brandi Vitier We learn your individual needs so unwavering commitment and de-
210-807-5581 BUSINESS SERVICES we can develop a strategy to help livers results that make a difference.
brandi.vitier@ you achieve your financial goals. Founding Member
thebankofsa.com Join the nearly 7 million investors Division Sales Director
www.thebankofsa.com who know. Contact me to de- San Antonio and Austin
velop an investment strategy that Jeromé Vidlock
makes sense for you. 972.839.2423
New York Life Insurance Company
(HHH Gold Sponsor) Elizabeth Olney jerome.vidlock@getbeyond.com
RBFCU We believe that any great rela- Financial Advisor www.getbeyond.com
(HHH Gold Sponsor) tionship starts with great core val- (210) 493-0753 "Good enough is not nearly
RBFCU provides special financing ues: Attention, Accountability, Elizabeth.olney@edwardjones.com enough. We go Beyond!"
options for Physicians, including Appreciation, www.edwardjones.com/eliza-
loans for commercial and residen- Adaptability and Attainability beth-olney
tial real estate, construction, vehi- Financial Consultant "Making Sense of Investing"
cle, equipment and more. Doug Elley
Novie Allen 210-961-9991 FINANCIAL SERVICES
Business Solutions dougelley@financialguide.com Elizabeth Olney with
210-650-1738 www.newyorklife.com Edward Jones
nallen@rbfcu.org ( Gold Sponsor)
www.rbfcu.org We learn your individual needs so
Avid Wealth Partners we can develop a strategy to help
(HHHH 10K Platinum Sponsor) you achieve your financial goals.
continued on page 40
visit us at www.bcms.org 39