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BCMS CIRCLE OF FRIENDS

            SERVICES DIRECTORY

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             ACCOUNTING FIRMS                                     Michael L. Kreager        210-377-4580
                                                                  210-283-6227              kmoczygemba@thorntonfirm.com
             Sol Schwartz & Associates P.C.                       mkreager@kreagermitchell.com  https://thorntonfirm.com
             (HH Silver Sponsor)                                  Bruce M. Mitchell         “Protecting Physicians and Their
             We specialize in areas that are  The Mani Johnston Group at UBS  210-283-6228  Practices”
             most critical to a company’s fiscal  (HHH Gold Sponsor)  bmitchell@kreagermitchell.com
             well-being in today’s competitive  Advice Beyond Investing, Dedi-  www.kreagermitchell.com
             markets.                  cated Client Service Team, 4  “Client-centered legal counsel with  ASSETS ADVISORS/
             Jim Rice, CPA             decades serving the Bexar  integrity and inspired solutions”  PRIVATE BANKING
             210-384-8000, ext. 112    County medical community.  Spe-
             jprice@ssacpa.com         cialization in customized asset
             www.ssacpa.com            management and lending serv-
             “Dedicated to working with  ices supported by the strength of  Norton Rose Fulbright  U.S. Trust
             physicians and physician groups.”  the UBS Global Bank.  (HHH Gold Sponsor)    ( Gold Sponsor)
                                       Senior Vice President – Wealth  Norton Rose Fulbright is a global  At U.S. Trust, we have a long and
                                       Management                 law firm. We provide the world’s  rich history of helping clients
             ACCOUNTING SOFTWARE       Senior Portfolio Manager   preeminent corporations and fi-  achieve their own unique objec-
                                       Carol Mani Johnston        nancial institutions with a full  tives. Since 1853, we've been com-
                                       210-805-1075               business law service.  We deliver  mitted to listening, building
                                       Carol.manijohnston@ubs.com  over 150 lawyers in the US fo-  long-term relationships, and help-
                                       www.ubs.com/team/manijohnston  cused on the life sciences and  ing individuals and their families re-
                                       "UBS is honored to be named  healthcare sector.
             Express Information Systems                                                    alize the opportunities they create
             (HHH Gold Sponsor)        Best Bank for Wealth Manage-  Mario Barrera          for themselves, their children, busi-
             With over 29 years’ experience,  ment in North America for 2017 by  Employment & Labor  nesses, communities and future
             we understand that real-time visi-  Euromoney."      210 270 7125              generations.
             bility into your financial data is                   mario.barrera@nortonroseful-  SVP, Private Client Advisor,
             critical. Our browser-based  ATTORNEYS               bright.com                Certified Wealth Strategist®
             healthcare accounting solutions                      Charles Deacon            Christian R. Escamilla
             provide accurate, multi-dimen-                       Life Sciences and Healthcare  210.865.0287
             sional reporting that helps you                      210 270 7133              christian.escamilla@ustrust.com
             accommodate further growth and  Constangy, Brooks, Smith &  charlie.deacon@nortonroseful-  “Life’s better when we’re
             drive your practice forward.  Prophete               bright.com                connected®”
             Rana Camargo              (HHH Gold Sponsor)         Katherine Tapley
             Senior Account Manager    Constangy, Brooks, Smith &  Real Estate              BANKING
             210-771-7903              Prophete offers a wider lens on  210 270 7191
             ranac@expressinfo.com     workplace law. With 190+ attor-  katherine.tapley@nortonroseful-
             www.expressinfo.com       neys across 15 states, Constangy  bright.com
             “Leaders in Healthcare Software  is one of the nation’s largest  www.nortonrosefulbright.com  Amegy Bank of Texas
             & Consulting”             Labor and Employment practices  “In 2016, we received a Tier 1 na-  (HHH Gold Sponsor)
                                       and is nationally recognized for  tional ranking for healthcare law  We believe that any great relation-
                                       diversity and legal excellence.  according to US News & World  ship starts with five core values:
             ASSET MANAGEMENT          Mark R. Flora              Report and Best Lawyers”  Attention, Accountability, Apprecia-
                                       Partner and Office Head                              tion, Adaptability and Attainability.
                                       512-382-8800                                         We work hard and together with our
                                       mflora@constangy.com                                 clients to accomplish great things.
                                       William E. Hammel                                    Jeanne Bennett
                                       Partner
             Avid Wealth Partners                                                           EVP | Private Banking Manager
             (HHH Gold Sponsor)        214-646-8625               Thornton, Biechlin, Reynolds, &  210 343 4556
             The only financial firm that works  whammel@constangy.com  Guerra              Jeanne.bennett@amegybank.com
             like physicians, for physicians, to  John E. Duke    (HHH Gold Sponsor)        Karen Leckie
             bring clarity and confidence in   Senior Counsel     Worried about the TMB, govern-  Senior Vice President
             an age of clutter and chaos. You  512-382-8800       ment audit, or investigation? From  Private Banking
             deserve to be understood and  jduke@constangy.com    how to avoid TMB complaints to  210.343.4558
             well-served by a team that's com-  www.constangy.com  navigating the complex regula-  karen.leckie@amegybank.com
             mitted to helping you avidly   “A wider lens on workplace law.”  tions of government agencies like  Robert Lindley
             pursue the future you want, and                      Medicare and Medicaid, we stand  Senior Vice President
             that's our difference.                               ready to guide and protect our  Private Banking
             Eric Kala CFP®, CIMA®, AEP®,                         clients.                  210.343.4526
             CLU®, CRPS®               Kreager Mitchell           Robert R. Biechlin, Jr.   robert.lindley@amegybank.com
             Founder & Wealth Management  (HHH Gold Sponsor)      Partner                   Denise C. Smith
             Advisor                   At Kreager Mitchell, our healthcare  (210) 581-0275  Vice President | Private Banking
             210.446.5752              practice works with physicians to  rbiechlin@thorntonfirm.com  210.343.4502
             eric.kala@nm.com          offer the best representation pos-  Michael H. Wallis  Denise.C.Smith@amegybank.com
             avidwealthpartners.com    sible in providing industry specific  Partner        www.amegybank.com
             “Plan it.  Do it.  Avid Wealth”  solutions. From business transac-  (210) 581-0294  “Community banking partnership”
                                       tions to physician contracts, our  mwallis@thorntonfirm.com
                                       team can help you in making the  Kevin Moczygemba
                                       right decision for your practice.  Associate

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