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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY
ation, Adaptability and Attainability
The only financial firm that works
beth-olney
Doug Elley ( Gold Sponsor) www.edwardjones.com/eliza-
Financial Consultant like physicians, for physicians, to "Making Sense of Investing"
210-961-9991 bring clarity and confidence in an
The Bank of San Antonio
(HHH Gold Sponsor) dougelley@financialguide.com age of clutter and chaos. You de-
We specialize in insurance and www.newyorklife.com serve to be understood and well-
banking products for physician CONTRACTORS/BUILDERS served by a team that's ommitted RBFCU
groups and individual physicians. /COMMERCIAL to helping you avidly pursue the (HHH Gold Sponsor)
Our local insurance professionals future you want, and that's our RBFCU Investments Group pro-
are some of the few agents in the difference. vides guidance and assistance to
state who specialize in medical Eric Kala CFP, CIMA, AEP, CLU, CRPS help you plan for the future and
malpractice and all lines of insur- Founder & Wealth ensure your finances are ready for
ance for the medical community. Management Advisor each stage of life, (college plan-
Brandi Vitier, 210-807-5581 Cambridge Contracting 210.446.5752 ning, general investing, retirement
brandi.vitier@ (HHH Gold Sponsor) eric.kala@nm.com or estate planning).
thebankofsa.com We are a full service general con- avidwealthpartners.com Shelly H. Rolf
www.thebankofsa.com tracting company that specializes “Plan it. Do it. Avid Wealth” Wealth Management
in commercial finishouts and 210-650-1759
ground up construction. srolf@rbfcu.org
Rusty Hastings www.rbfcu.org
Rusty@cambridgesa.com
RBFCU
(HHH Gold Sponsor) 210-337-3900
RBFCU provides special financing www.cambridgesa.com Aspect Wealth Management
options for Physicians, including EMPLOYEE MANAGEMENT (HHH Gold Sponsor)
loans for commercial and residen- We believe wealth is more than The Mani Johnston Group at UBS
tial real estate, construction, vehi- money, which is why we improve (HHH Gold Sponsor)
cle, equipment and more. and simplify the lives of our clients, Advice Beyond Investing, Dedi-
Novie Allen granting them greater satisfaction, cated Client Service Team, 4
Business Solutions confidence and freedom to decades serving the Bexar County
210-650-1738 Beyond achieve more in life. medical community. Specializa-
nallen@rbfcu.org (HHH Gold Sponsor) Jeffrey Allison tion in customized asset manage-
www.rbfcu.org Beyond helps you take care of 210-268-1530 ment and lending services
your people with a single-source, jallison@aspectwealth.com supported by the strength of the
cloud-based human resources www.aspectwealth.com UBS Global Bank.
system that is simple yet powerful “Get what you deserve … maxi- Carol Mani Johnston
enough to manage the entire em- mize your Social Security benefit!” Senior Vice President – Wealth
Synergy Federal Credit Union
(HHH Gold Sponsor) ployee life cycle. From online on- Management
BCMS members are eligible to join boarding to certification tracking Senior Portfolio Manager
Synergy FCU, a full service financial to payroll processing, manage 210-805-1075
institution. With high savings rates your people anytime, anywhere. Beyond Carol.manijohnston@ubs.com
and low loans rates, Synergy can Founding Member ( Gold Sponsor) www.ubs.com/team/manijohnston
help you meet your financial goals. Division Sales Director Beyond is a financial technology "UBS is honored to be named
Synergy FCU Member Service San Antonio and Austin company offering a suite of busi- Best Bank for Wealth Manage-
(210) 345-2222 or Jeromé Vidlock ness tools including payment pro- ment in North America for 2017 by
info@synergyfcu.org 972.839.2423 cessing, employee management Euromoney."
www.synergyfcu.org jerome.vidlock@getbeyond.com (payroll, HR, compliance), lending,
“Once a member, always a www.getbeyond.com and point-of-sale. Beyond GRADUATE PROGRAMS
member. Join today!” "Beginning relationships honor- demonstrates business ethos with
ably with a clear understanding unwavering commitment and de- Trinity University
BUSINESS CONSULTING of what you can expect from us" livers results that make a difference. (HH Silver Sponsor)
Founding Member The Executive Master’s Program in
FINANCIAL ADVISOR Division Sales Director
Alto Vista Enterprises, LLC Healthcare Administration is ranked in
(HH Silver Sponsor) San Antonio and Austin the Top 10 programs nationally. A part-
We specialize in helping physi- Jeromé Vidlock time, hybrid-learning program de-
cians grow their business accord- 972.839.2423 signed for physicians and healthcare
ing to the goals and timeline of jerome.vidlock@getbeyond.com managers to pursue a graduate de-
the practice. Customized busi- Elizabeth Olney with Edward Jones www.getbeyond.com gree while continuing to work full-time.
ness development strategies are ( Gold Sponsor) "Good enough is not nearly Amer Kaissi, Ph.D.
executed by an experienced and We learn your individual needs so enough. We go Beyond!" Professor and Executive Program
dedicated team of consultants. we can develop a strategy to help Director
Michal Waechter, you achieve your financial goals. 210-999-8132
Owner Join the nearly 7 million investors amer.kaissi@trinity.edu
(210) 913-4871 who know. Contact me to develop https://new.trinity.edu/acade-
MichalWaechter@gmail.com an investment strategy that makes mics/departments/health-care-
“YOUR goals, YOUR timeline, sense for you. Elizabeth Olney with administration
YOUR success. Let’s grow your Elizabeth Olney, Financial Advisor Edward Jones
practice together” (210) 493-0753 ( Gold Sponsor) HEALTHCARE
Elizabeth.olney@edwardjones.com We learn your individual needs so TECHNOLOGY
BUSINESS SERVICES www.edwardjones.com/elizabeth- we can develop a strategy to help
olney you achieve your financial goals. RubiconMD
"Making Sense of Investing" Join the nearly 7 million investors (HH Silver Sponsor)
who know. Contact me to de-
FINANCIAL SERVICES velop an investment strategy that RubiconMD enables primary care
makes sense for you. providers to quickly and easily dis-
New York Life Insurance Company cuss their e-Consults with top spe-
(HHH Gold Sponsor) Elizabeth Olney cialists so they can provide better
We believe that any great relation- Financial Advisor care - improving the patient expe-
ship starts with great core values: (210) 493-0753 rience and reducing costs
Attention, Accountability, Appreci- Avid Wealth Partners Elizabeth.olney@edwardjones.com Shang Wang
continued on page 36
visit us at www.bcms.org 35
