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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
visit us at www.bcms.org 37
