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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY
Global Wealth Management Synergy Federal Credit Union We believe that any great rela- www.edwardjones.com/eliza-
Mary Mahlie (HHH Gold Sponsor) tionship starts with great core val- beth-olney
210-370-6029 BCMS members are eligible to join ues: Attention, Accountability, "Making Sense of Investing"
mary.mahlie@bbvacompass.com Synergy FCU, a full service finan- Appreciation,
www.bbvacompass.com cial institution. With high savings Adaptability and Attainability FINANCIAL SERVICES
“Working for a better future” rates and low loans rates, Synergy Financial Consultant
can help you meet your financial Doug Elley Avid Wealth Partners
Broadway Bank goals. 210-961-9991 (HHHH 10K Platinum Sponsor)
(HHH Gold Sponsor) Synergy FCU Member Service delley@ft.newyorklife.com The only financial firm that works
Healthcare banking experts with a (210) 345-2222 or info@syner- www.newyorklife.com like physicians, for physicians, to
private banking team committed gyfcu.org bring clarity and confidence in an
to supporting the medical com- www.synergyfcu.org CONTRACTORS/BUILDERS age of clutter and chaos. You de-
munity. “Once a member, always a mem- /COMMERCIAL serve to be understood and well-
Ken Herring ber. Join today!” served by a team that's ommitted
210-283-4026 Cambridge Contracting to helping you avidly pursue the
kherring@broadwaybank.com Firstmark Credit Union (HHH Gold Sponsor) future you want, and that's our
www.broadwaybank.com (HH Silver Sponsor) We are a full service general con- difference.
“We’re here for good.” Address your office needs: Up- tracting company that specializes Eric Kala CFP®, CIMA®, AEP®,
grading your equipment or tech- in commercial finishouts and CLU®, CRPS®
Ozona Bank nology? Expanding your office ground up construction. Founder & Wealth Management
(HHH Gold Sponsor) space? We offer loans to meet Rusty Hastings Advisor
Ozona National Bank is a full-ser- your business or personal needs. Rusty@cambridgesa.com Specializing in Investment
vice commercial bank specializing Competitive rates, favorable terms 210-337-3900 Management and Fee-Based
in commercial real estate, con- and local decisions. www.cambridgesa.com Financial Planning
struction (owner and non-owner Gregg Thorne 210.446.5752
occupied), business lines of credit SVP Lending EMPLOYEE MANAGEMENT eric.kala@nm.com
and equipment loans. 210-308-7819 avidwealthpartners.com
Rick Tatum greggt@firstmarkcu.org Beyond “Plan it. Do it. Avid Wealth”
richardt@ozonabank.com www.firstmarkcu.org (HHH Gold Sponsor)
www.ozonabank.com Beyond helps you take care of Aspect Wealth Management
Frost your people with a single-source, (HHH Gold Sponsor)
The Bank of San Antonio (HH Silver Sponsor) cloud-based human resources We believe wealth is more than
(HHH Gold Sponsor) As one of the largest Texas-based system that is simple yet powerful money, which is why we improve
We specialize in insurance and banks, Frost has helped Texans with enough to manage the entire em- and simplify the lives of our clients,
banking products for physician their financial needs since 1868, of- ployee life cycle. From online on- granting them greater satisfaction,
groups and individual physicians. fering award-winning customer boarding to certification tracking confidence and freedom to
Our local insurance professionals service and a range of banking, in- to payroll processing, manage achieve more in life.
are some of the few agents in the vestment and insurance services to your people anytime, anywhere. Jeffrey Allison
state who specialize in medical individuals and businesses. Founding Member 210-268-1530
malpractice and all lines of insur- Lewis Thorne Division Sales Director | San Anto- jallison@aspectwealth.com
ance for the medical community. 210-220-6513 nio and Austin www.aspectwealth.com
Brandi Vitier lthorne@frostbank.com Jeromé Vidlock “Get what you deserve … maxi-
210-807-5581 www.frostbank.com 972.839.2423 mize your Social Security benefit!”
brandi.vitier@ “Frost@Work provides your em- jerome.vidlock@getbeyond.com Beyond
thebankofsa.com ployees with free personalized www.getbeyond.com
www.thebankofsa.com banking services.” "Beginning relationships honor- ( Gold Sponsor)
ably with a clear understanding Beyond is a financial technology
RBFCU BUSINESS CONSULTING of what you can expect from us" company offering a suite of busi-
(HHH Gold Sponsor) ness tools including payment pro-
RBFCU provides special financing Alto Vista Enterprises, LLC FINANCIAL ADVISOR cessing, employee management
options for Physicians, including (HH Silver Sponsor) (payroll, HR, compliance), lending,
loans for commercial and residen- We specialize in helping physi- Elizabeth Olney with and point-of-sale. Beyond
tial real estate, construction, vehi- cians grow their business accord- Edward Jones demonstrates business ethos with
cle, equipment and more. ing to the goals and timeline of ( Gold Sponsor) unwavering commitment and de-
Novie Allen the practice. Customized busi- We learn your individual needs so livers results that make a difference.
Business Solutions ness development strategies are we can develop a strategy to help Founding Member
210-650-1738 executed by an experienced and you achieve your financial goals. Division Sales Director
nallen@rbfcu.org dedicated team of consultants. Join the nearly 7 million investors San Antonio and Austin
www.rbfcu.org Owner who know. Contact me to de- Jeromé Vidlock
Michal Waechter velop an investment strategy that 972.839.2423
(210) 913-4871 makes sense for you. jerome.vidlock@getbeyond.com
MichalWaechter@gmail.com Elizabeth Olney www.getbeyond.com
“YOUR goals, YOUR timeline, Financial Advisor "Good enough is not nearly
YOUR success. Let’s grow your (210) 493-0753 enough. We go Beyond!"
practice together” Elizabeth.olney@edwardjones.com
continued on page 40
BUSINESS SERVICES
visit us at www.bcms.org 39
New York Life Insurance Company
(HHH Gold Sponsor)
