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BCMS CIRCLE OF FRIENDS

            SERVICES DIRECTORY

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             ACCOUNTING FIRMS          cated Client Service Team, 4                         210- 343-4556
                                       decades serving the Bexar  Norton Rose Fulbright     jeanne.bennett@amegybank.com
             Sol Schwartz & Associates P.C.  County medical community.  Spe-  (HHH Gold Sponsor)  Karen Leckie
             (HH Silver Sponsor)       cialization in customized asset  Norton Rose Fulbright is a global  210-343-4558
             We specialize in areas that are  management and lending serv-  law firm. We provide the world’s  karen.leckie@amegybank.com
             most critical to a company’s fiscal  ices supported by the strength of  preeminent corporations and fi-  www.amegybank.com
             well-being in today’s competitive  the UBS Global Bank.  nancial institutions with a full  “Community banking partnership”
             markets.                  Senior Vice President – Wealth  business law service.  We deliver
             Jim Rice, CPA             Management                 over 150 lawyers in the US fo-
             210-384-8000, ext. 112    Senior Portfolio Manager   cused on the life sciences and
             jprice@ssacpa.com         Carol Mani Johnston        healthcare sector.
             www.ssacpa.com            210-805-1075               Mario Barrera             BB&T
             “Dedicated to working with  Carol.manijohnston@ubs.com  Employment & Labor     (HHH Gold Sponsor)
             physicians and physician groups.”  www.ubs.com/team/manijohnston  210 270 7125  Checking, savings, investments, in-
                                       "UBS is honored to be named  mario.barrera@nortonroseful-  surance — BB&T offers banking
                                       Best Bank for Wealth Manage-                         services to help you reach your fi-
             ACCOUNTING SOFTWARE                                  bright.com
                                       ment in North America for 2017 by  Charles Deacon    nancial goals and plan for a sound
                                       Euromoney."                Life Sciences and Healthcare  financial future.
                                                                  210 270 7133              Stephanie Dick, Vice President-
                                       ATTORNEYS                  charlie.deacon@nortonroseful-  Commercial Banking
                                                                  bright.com                210-247-2979
             Express Information Systems                          Katherine Tapley          sdick@bbandt.com
             (HHH Gold Sponsor)                                   Real Estate               Ben Pressentin
             With over 29 years’ experience,  Constangy, Brooks, Smith &  210 270 7191      210-762-3175
             we understand that real-time visi-  Prophete         katherine.tapley@nortonroseful-  bpressentin@bbandt.com
             bility into your financial data is  (HHH Gold Sponsor)  bright.com             www.bbt.com
             critical. Our browser-based  Constangy, Brooks, Smith &  www.nortonrosefulbright.com
             healthcare accounting solutions  Prophete offers a wider lens on  “In 2016, we received a Tier 1 na-
             provide accurate, multi-dimen-  workplace law. With 190+ attor-  tional ranking for healthcare law
             sional reporting that helps you  neys across 15 states, Constangy  according to US News & World  BBVA Compass
             accommodate further growth and  is one of the nation’s largest  Report and Best Lawyers”  (HHH Gold Sponsor)
             drive your practice forward.  Labor and Employment practices                   Our healthcare financial team pro-
             Rana Camargo              and is nationally recognized for  ASSETS ADVISORS/   vides customized solutions for
                                                                                            you, your business and employees.
                                       diversity and legal excellence.
             Senior Account Manager    Mark R. Flora              PRIVATE BANKING           Mary Mahlie
             210-771-7903              Partner and Office Head                              Global Wealth Management
             ranac@expressinfo.com     512-382-8800                                         210-370-6029
             www.expressinfo.com       mflora@constangy.com                                 mary.mahlie@bbvacompass.com
             “Leaders in Healthcare Software  William E. Hammel   U.S. Trust                www.bbvacompass.com
             & Consulting”             Partner                    ( Gold Sponsor)        “Working for a better future”
                                       214-646-8625               At U.S. Trust, we have a long and
             ASSET MANAGEMENT          whammel@constangy.com      rich history of helping clients
                                       John E. Duke               achieve their own unique objec-
                                       Senior Counsel             tives. Since 1853, we've been com-
                                       512-382-8800               mitted to listening, building
                                       jduke@constangy.com        long-term relationships, and help-  Broadway Bank
             Avid Wealth Partners      www.constangy.com          ing individuals and their families re-  (HHH Gold Sponsor)
             (HHH Gold Sponsor)        “A wider lens on workplace law.”  alize the opportunities they create  Healthcare banking experts with a
             The only financial firm that works                   for themselves, their children, busi-  private banking team committed to
             like physicians, for physicians, to                  nesses, communities and future  supporting the medical community.
             bring clarity and confidence in                      generations.              Ken Herring
             an age of clutter and chaos. You  Kreager Mitchell   SVP, Private Client Advisor,   210-283-4026
             deserve to be understood and  (HHH Gold Sponsor)     Certified Wealth Strategist®  kherring@broadwaybank.com
             well-served by a team that's com-  At Kreager Mitchell, our healthcare  Christian R. Escamilla  www.broadwaybank.com
             mitted to helping you avidly   practice works with physicians to  210.865.0287  “We’re here for good.”
             pursue the future you want, and  offer the best representation pos-  christian.escamilla@ustrust.com
             that's our difference.    sible in providing industry specific  “Life’s better when we’re
             Eric Kala CFP®, CIMA®, AEP®,  solutions. From business transac-  connected®”
             CLU®, CRPS®               tions to physician contracts, our                    Ozona Bank
             Founder & Wealth Management  team can help you in making the  BANKING          (HHH Gold Sponsor)
             Advisor                   right decision for your practice.                    Ozona National Bank is a full-ser-
             210.446.5752              Michael L. Kreager                                   vice commercial bank specializing
             eric.kala@nm.com          210-283-6227                                         in commercial real estate, con-
             avidwealthpartners.com    mkreager@kreagermitchell.com  Amegy Bank of Texas    struction (owner and non-owner
             “Plan it.  Do it.  Avid Wealth”  Bruce M. Mitchell   (HHH Gold Sponsor)        occupied), business lines of credit
                                       210-283-6228               We believe that any great relation-  and equipment loans.
                                       bmitchell@kreagermitchell.com  ship starts with five core values:  At-  Sam Fisher
                                       www.kreagermitchell.com    tention, Accountability, Appreciation,  Vice President/Commercial Lender
                                       “Client-centered legal counsel with  Adaptability and Attainability.  We  210-319-3503
             The Mani Johnston Group at UBS  integrity and inspired solutions”  work hard and together with our  samf@ozonabank.com
             (HHH Gold Sponsor)                                   clients to accomplish great things.  www.ozonabank.com
             Advice Beyond Investing, Dedi-                       Jeanne Bennett

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