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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY

EMPLOYEE MANAGEMENT
info@synergyfcu.org
and simplify the lives of our clients,
www.synergyfcu.org money, which is why we improve
“Once a member, always a granting them greater satisfaction,
member. Join today!” confidence and freedom to
Broadway Bank achieve more in life.
(HHH Gold Sponsor) Frost Beyond Jeffrey Allison
Healthcare banking experts with a (HH Silver Sponsor) (HHH Gold Sponsor) 210-268-1530
private banking team committed to As one of the largest Texas-based Beyond helps you take care of jallison@aspectwealth.com
supporting the medical community. banks, Frost has helped Texans with your people with a single-source, www.aspectwealth.com
Ken Herring their financial needs since 1868, of- cloud-based human resources “Get what you deserve … maxi-
210-283-4026 fering award-winning customer system that is simple yet powerful mize your Social Security benefit!”
kherring@broadwaybank.com service and a range of banking, in- enough to manage the entire em-
www.broadwaybank.com vestment and insurance services to ployee life cycle. From online on-
“We’re here for good.” individuals and businesses. boarding to certification tracking
Lewis Thorne to payroll processing, manage
210-220-6513 your people anytime, anywhere. Beyond
lthorne@frostbank.com Founding Member ( Gold Sponsor)
www.frostbank.com Division Sales Director Beyond is a financial technology
Ozona Bank “Frost@Work provides your em- San Antonio and Austin company offering a suite of busi-
(HHH Gold Sponsor) ployees with free personalized Jeromé Vidlock ness tools including payment pro-
Ozona National Bank is a full-ser- banking services.” 972.839.2423 cessing, employee management
vice commercial bank specializing jerome.vidlock@getbeyond.com (payroll, HR, compliance), lending,
in commercial real estate, con- BUSINESS CONSULTING www.getbeyond.com and point-of-sale. Beyond
struction (owner and non-owner "Beginning relationships honor- demonstrates business ethos with
occupied), business lines of credit Alto Vista Enterprises, LLC ably with a clear understanding unwavering commitment and de-
and equipment loans. (HH Silver Sponsor) of what you can expect from us" livers results that make a difference.
Sam Fisher We specialize in helping physi- Founding Member
Vice President/Commercial Lender cians grow their business accord- FINANCIAL ADVISOR Division Sales Director
210-319-3503 ing to the goals and timeline of San Antonio and Austin
samf@ozonabank.com the practice. Customized busi- Jeromé Vidlock
www.ozonabank.com ness development strategies are 972.839.2423
executed by an experienced and jerome.vidlock@getbeyond.com
dedicated team of consultants. Elizabeth Olney with Edward Jones www.getbeyond.com
Michal Waechter, ( Gold Sponsor) "Good enough is not nearly
Owner We learn your individual needs so enough. We go Beyond!"
(210) 913-4871 we can develop a strategy to help
The Bank of San Antonio MichalWaechter@gmail.com you achieve your financial goals.
(HHH Gold Sponsor) “YOUR goals, YOUR timeline, Join the nearly 7 million investors
We specialize in insurance and YOUR success. Let’s grow your who know. Contact me to develop
banking products for physician practice together” an investment strategy that makes
groups and individual physicians. sense for you. Elizabeth Olney with
Our local insurance professionals BUSINESS SERVICES Elizabeth Olney, Financial Advisor Edward Jones
are some of the few agents in the (210) 493-0753 ( Gold Sponsor)
state who specialize in medical Elizabeth.olney@edwardjones.com We learn your individual needs so
malpractice and all lines of insur- www.edwardjones.com/elizabeth- we can develop a strategy to help
ance for the medical community. olney you achieve your financial goals.
Brandi Vitier, 210-807-5581 New York Life Insurance Company "Making Sense of Investing" Join the nearly 7 million investors
brandi.vitier@ (HHH Gold Sponsor) who know. Contact me to de-
thebankofsa.com We believe that any great relation- FINANCIAL SERVICES velop an investment strategy that
www.thebankofsa.com ship starts with great core values: makes sense for you.
Attention, Accountability, Appreci- Elizabeth Olney
ation, Adaptability and Attainability Financial Advisor
Doug Elley (210) 493-0753
RBFCU Financial Consultant Avid Wealth Partners Elizabeth.olney@edwardjones.com
(HHH Gold Sponsor) 210-961-9991 ( Gold Sponsor) www.edwardjones.com/eliza-
RBFCU provides special financing dougelley@financialguide.com The only financial firm that works beth-olney
options for Physicians, including www.newyorklife.com like physicians, for physicians, to "Making Sense of Investing"
loans for commercial and residen- bring clarity and confidence in an
tial real estate, construction, vehi- CONTRACTORS/BUILDERS age of clutter and chaos. You de-
cle, equipment and more. /COMMERCIAL serve to be understood and well-
Novie Allen served by a team that's ommitted
Business Solutions to helping you avidly pursue the RBFCU
210-650-1738 future you want, and that's our (HHH Gold Sponsor)
nallen@rbfcu.org difference. RBFCU Investments Group pro-
www.rbfcu.org
Cambridge Contracting Eric Kala CFP, CIMA, AEP, CLU, CRPS vides guidance and assistance to
(HHH Gold Sponsor) Founder & Wealth help you plan for the future and
We are a full service general con- Management Advisor ensure your finances are ready for
tracting company that specializes 210.446.5752 each stage of life, (college plan-
in commercial finishouts and eric.kala@nm.com ning, general investing, retirement
Synergy Federal Credit Union ground up construction. avidwealthpartners.com or estate planning).
(HHH Gold Sponsor) Rusty Hastings “Plan it. Do it. Avid Wealth” Shelly H. Rolf
BCMS members are eligible to join Rusty@cambridgesa.com Wealth Management
Synergy FCU, a full service financial 210-337-3900 210-650-1759
institution. With high savings rates www.cambridgesa.com srolf@rbfcu.org
and low loans rates, Synergy can www.rbfcu.org
help you meet your financial goals. Aspect Wealth Management
Synergy FCU Member Service (HHH Gold Sponsor)
(210) 345-2222 or We believe wealth is more than

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