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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY

                                       loans for commercial and residen-  210-614-0600 x5047  ministrative tasks, from payroll

                                       tial real estate, construction, vehi-  patrick.kocurek@touch-  services to securing employee
                                       cle, equipment and more.    stoneimaging.com         benefits and P&C Insurance.
             BB&T
             (HHH Gold Sponsor)        Novie Allen                www.touchstoneimaging.com/  Leslie Barnett
             Checking, savings, investments, in-  Business Solutions  locations             SWBC Mortgage
             surance — BB&T offers banking  210-650-1738          " We provide peace of mind, giv-  lbarnett@swbc.com
             services to help you reach your fi-  nallen@rbfcu.org  ing compassionate care to our  Gil Castillo
             nancial goals and plan for a sound  www.rbfcu.org    community with integrity"  SWBC Wealth Management
             financial future.                                                              210-321-7258
             Joseph Bieniek                                       EMPLOYEE MANAGEMENT       gcastillo@swbc.com
             Vice President Small Business                                             Be-  Kristine Edge
             Specialist                Synergy Federal Credit Union                         SWBC PEO – Professional
             210-247-2985              (HHH Gold Sponsor)                                   Employer Organization
             jbieniek@bbandt.com       BCMS members are eligible to join                    830-980-1207
             Ben Pressentin            Synergy FCU, a full service financial  yond          kedge@swbc.com
             210-762-3175              institution. With high savings rates  (HHH Gold Sponsor)  Cleo Garza
             bpressentin@bbandt.com    and low loans rates, Synergy can  Beyond helps you take care of  SWBC Mortgage – Sr. Loan Officer
             www.bbt.com               help you meet your financial goals.   your people with a single-source,  210-386-0732
                                       Synergy FCU Member Service   cloud-based human resources  cleogarza@swbc.com
                                       (210) 345-2222 or          system that is simple yet powerful  Debbie Marino
                                       info@synergyfcu.org        enough to manage the entire em-  SWBC Insurance & Benefits
                                       www.synergyfcu.org         ployee life cycle. From online on-  210-525-1241
             BBVA Compass
             (HHH Gold Sponsor)        “Once a member, always a   boarding to certification tracking  dmarino@swbc.com
             Our healthcare financial team pro-  member.  Join today!”  to payroll processing, manage  www.swbc.com
             vides customized solutions for                       your people anytime, anywhere.   SWBC family of services
             you, your business and employees.   First National 1870, a division of  Founding Member  supporting Physicians and the
             Mary Mahlie               Sunflower Bank, N.A.       Division Sales Director   Medical Society
             Global Wealth Management  (HH Silver Sponsor)        San Antonio and Austin
             210-370-6029              First National 1870 is a regional  Jeromé Vidlock
             mary.mahlie@bbvacompass.com  community bank dedicated to  972.839.2423
             www.bbvacompass.com       building long-term relationships  jerome.vidlock@getbeyond.com
             “Working for a better future”  founded on sound principles and  www.getbeyond.com  Avid Wealth Partners
                                       trust.                     "Beginning relationships honor-  ( Gold Sponsor)
                                       Jamie Gutierrez            ably with a clear understanding  The only financial firm that works
                                       Business Banking Officer   of what you can expect from us"    like physicians, for physicians, to
                                       210-961-7107 (Direct)                                bring clarity and confidence in an
                                       Jamie.Gutierrez@firstnational1870  FINANCIAL ADVISOR  age of clutter and chaos. You de-
                                       .com                                                 serve to be understood and well-
             Broadway Bank
             (HHH Gold Sponsor)        www.FirstNational1870.com                            served by a team that's ommitted
             Healthcare banking experts with a  “Creating Possibility For Your              to helping you avidly pursue the
             private banking team committed to  Medical Practice”                           future you want, and that's our
             supporting the medical community.                                              difference.
             Ken Herring               BUSINESS CONSULTING        Elizabeth Olney with Edward Jones   Eric Kala CFP, CIMA, AEP, CLU, CRPS
             210-283-4026                                         ( Gold Sponsor)        Founder & Wealth
             kherring@broadwaybank.com  Waechter Consulting Group  We learn your individual needs so  Management Advisor
             www.broadwaybank.com      (HH Silver Sponsor)        we can develop a strategy to help  210.446.5752
             “We’re here for good.”    Want to grow your practice?    you achieve your financial goals.  eric.kala@nm.com
                                       Let our experienced team   Join the nearly 7 million investors  avidwealthpartners.com
                                       customize a growth strategy just  who know. Contact me to develop  “Plan it.  Do it.  Avid Wealth”
                                       for you.  Utilizing marketing and  an investment strategy that makes
                                       business development tactics,   sense for you.
                                       we create a plan tailored to   Elizabeth Olney, Financial Advisor
                                       your needs!
             The Bank of San Antonio                              (210) 493-0753
             (HHH Gold Sponsor)        Michal Waechter, Owner     Elizabeth.olney@edwardjones.com
             We specialize in insurance and  (210) 913-4871       www.edwardjones.com/elizabeth-  Aspect Wealth Management
             banking products for physician  Michal@WaechterConsulting.com  olney           (HHH Gold Sponsor)
             groups and individual physicians.  “YOUR goals, YOUR timeline,  "Making Sense of Investing"   We believe wealth is more than
             Our local insurance professionals  YOUR success.  Let’s grow your              money, which is why we improve
             are some of the few agents in the  practice together”                          and simplify the lives of our clients,
             state who specialize in medical                      FINANCIAL SERVICES        granting them greater satisfaction,
             malpractice and all lines of insur-  DIAGNOSTIC IMAGING                        confidence and freedom to
             ance for the medical community.                                                achieve more in life.
             Brandi Vitier, 210-807-5581  Touchstone Medical Imaging                        Jeffrey Allison
             brandi.vitier@            (HH Silver Sponsor)                                  210-268-1530
             thebankofsa.com           Touchstone Medical Imaging pro-  SWBC                jallison@aspectwealth.com
             www.thebankofsa.com       vides a wide range of imaging  ( 10K Platinum Sponsor)  www.aspectwealth.com
                                       services in a comfortable, service  SWBC helps physicians keep  “Get what you deserve …
                                       oriented outpatient environment  order in both their personal and  maximize your Social
                                       while utilizing state of the art  business financial matters. For in-  Security benefit!”
                                       equipment, the most qualified ra-
             RBFCU                                                dividuals, we stand ready to assist
             (HHH Gold Sponsor)        diologists and superior customer  with wealth management and
             RBFCU provides special financing  service.           homebuying services. For your
             options for Physicians, including  Patrick Kocurek   practice, we can help with HR ad-
                                       Area Marketing Manager                                         continued on page 38

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