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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY
executed by an experienced and ministrative tasks, from payroll company offering a suite of busi-
dedicated team of consultants. services to securing employee ness tools including payment pro-
Ozona Bank
Michal Waechter, benefits and P&C Insurance. cessing, employee management
(HHH Gold Sponsor)
Ozona National Bank is a full-ser- Owner Cleo Garza (payroll, HR, compliance), lending,
vice commercial bank specializing (210) 913-4871 SWBC Mortgage and point-of-sale. Beyond
in commercial real estate, con- MichalWaechter@gmail.com 210-386-0732 demonstrates business ethos with
struction (owner and non-owner “YOUR goals, YOUR timeline, cgarza@swbc.com unwavering commitment and de-
occupied), business lines of credit YOUR success. Let’s grow your Leslie Barnett livers results that make a difference.
and equipment loans. practice together” SWBC Mortgage Founding Member
Sam Fisher lbarnett@swbc.com Division Sales Director
Vice President/Commercial Lender EMPLOYEE MANAGEMENT Gil Castillo San Antonio and Austin
210-319-3503 SWBC Wealth Management Jeromé Vidlock
samf@ozonabank.com 210-321-7258 972.839.2423
www.ozonabank.com gcastillo@swbc.com jerome.vidlock@getbeyond.com
Kristine Edge www.getbeyond.com
SWBC PEO – Professional "Good enough is not nearly
Beyond Employer Organization enough. We go Beyond!"
(HHH Gold Sponsor) 830-980-1207
Beyond helps you take care of kedge@swbc.com
The Bank of San Antonio
(HHH Gold Sponsor) your people with a single-source, Debbie Marino
We specialize in insurance and cloud-based human resources SWBC Insurance & Benefits
banking products for physician system that is simple yet powerful 210-525-1241
groups and individual physicians. enough to manage the entire em- dmarino@swbc.com Elizabeth Olney with
Our local insurance professionals ployee life cycle. From online on- www.swbc.com Edward Jones
are some of the few agents in the boarding to certification tracking SWBC family of services ( Gold Sponsor)
state who specialize in medical to payroll processing, manage supporting Physicians and the We learn your individual needs so
malpractice and all lines of insur- your people anytime, anywhere. Medical Society we can develop a strategy to help
ance for the medical community. Founding Member you achieve your financial goals.
Brandi Vitier, 210-807-5581 Division Sales Director Join the nearly 7 million investors
brandi.vitier@ San Antonio and Austin who know. Contact me to de-
thebankofsa.com Jeromé Vidlock velop an investment strategy that
www.thebankofsa.com 972.839.2423 Avid Wealth Partners makes sense for you.
jerome.vidlock@getbeyond.com ( Gold Sponsor) Elizabeth Olney
www.getbeyond.com The only financial firm that works Financial Advisor
"Beginning relationships honor- like physicians, for physicians, to (210) 493-0753
ably with a clear understanding bring clarity and confidence in an Elizabeth.olney@edwardjones.com
RBFCU
(HHH Gold Sponsor) of what you can expect from us" age of clutter and chaos. You de- www.edwardjones.com/eliza-
RBFCU provides special financing serve to be understood and well- beth-olney
options for Physicians, including FINANCIAL ADVISOR served by a team that's ommitted "Making Sense of Investing"
loans for commercial and residen- to helping you avidly pursue the
tial real estate, construction, vehi- future you want, and that's our
cle, equipment and more. difference.
Novie Allen Eric Kala CFP, CIMA, AEP, CLU, CRPS
Business Solutions Founder & Wealth RBFCU
210-650-1738 Elizabeth Olney with Edward Jones Management Advisor (HHH Gold Sponsor)
nallen@rbfcu.org ( Gold Sponsor) 210.446.5752 RBFCU Investments Group pro-
www.rbfcu.org We learn your individual needs so eric.kala@nm.com vides guidance and assistance to
we can develop a strategy to help avidwealthpartners.com help you plan for the future and
you achieve your financial goals. “Plan it. Do it. Avid Wealth” ensure your finances are ready for
Join the nearly 7 million investors each stage of life, (college plan-
who know. Contact me to develop ning, general investing, retirement
Synergy Federal Credit Union
(HHH Gold Sponsor) an investment strategy that makes or estate planning).
BCMS members are eligible to join sense for you. Shelly H. Rolf
Synergy FCU, a full service financial Elizabeth Olney, Financial Advisor Wealth Management
institution. With high savings rates (210) 493-0753 Aspect Wealth Management 210-650-1759
and low loans rates, Synergy can Elizabeth.olney@edwardjones.com (HHH Gold Sponsor) srolf@rbfcu.org
help you meet your financial goals. www.edwardjones.com/elizabeth- We believe wealth is more than www.rbfcu.org
Synergy FCU Member Service olney money, which is why we improve
(210) 345-2222 or "Making Sense of Investing" and simplify the lives of our clients,
info@synergyfcu.org FINANCIAL SERVICES granting them greater satisfaction,
www.synergyfcu.org confidence and freedom to
“Once a member, always a achieve more in life.
member. Join today!” Jeffrey Allison The Mani Johnston Group at UBS
210-268-1530 (HHH Gold Sponsor)
BUSINESS CONSULTING jallison@aspectwealth.com Advice Beyond Investing, Dedi-
( 10K Platinum Sponsor) www.aspectwealth.com cated Client Service Team, 4
SWBC “Get what you deserve … maxi- decades serving the Bexar County
Alto Vista Enterprises, LLC
(HH Silver Sponsor) SWBC helps physicians keep mize your Social Security benefit!” medical community. Specializa-
We specialize in helping physi- order in both their personal and tion in customized asset manage-
cians grow their business accord- business financial matters. For in- ment and lending services
ing to the goals and timeline of dividuals, we stand ready to assist supported by the strength of the
the practice. Customized busi- with wealth management and Beyond UBS Global Bank.
ness development strategies are homebuying services. For your ( Gold Sponsor)
practice, we can help with HR ad- Beyond is a financial technology continued on page 38
visit us at www.bcms.org 37
