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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY

you, your business and employees. First National 1870, a division of your people anytime, anywhere. SWBC family of services

Mary Mahlie Sunflower Bank, N.A. Founding Member supporting Physicians and the
Global Wealth Management (HH Silver Sponsor) Division Sales Director Medical Society
210-370-6029 First National 1870 is a regional San Antonio and Austin
mary.mahlie@bbvacompass.com community bank dedicated to Jeromé Vidlock
www.bbvacompass.com building long-term relationships 972.839.2423
“Working for a better future” founded on sound principles and jerome.vidlock@getbeyond.com
trust. www.getbeyond.com Avid Wealth Partners
Jamie Gutierrez "Beginning relationships honor- ( Gold Sponsor)
Business Banking Officer ably with a clear understanding The only financial firm that works
210-961-7107 (Direct) of what you can expect from us" like physicians, for physicians, to
Jamie.Gutierrez@firstnational1870 bring clarity and confidence in an
Broadway Bank .com FINANCIAL ADVISOR age of clutter and chaos. You de-
(HHH Gold Sponsor) www.FirstNational1870.com serve to be understood and well-
Healthcare banking experts with a “Creating Possibility For Your served by a team that's ommitted
private banking team committed to Medical Practice” to helping you avidly pursue the
supporting the medical community. future you want, and that's our
Ken Herring BUSINESS CONSULTING difference.
210-283-4026 Elizabeth Olney with Edward Jones Eric Kala CFP, CIMA, AEP, CLU, CRPS
kherring@broadwaybank.com Alto Vista Enterprises, LLC ( Gold Sponsor) Founder & Wealth
www.broadwaybank.com (HH Silver Sponsor) We learn your individual needs so Management Advisor
“We’re here for good.” We specialize in helping physi- we can develop a strategy to help 210.446.5752
cians grow their business accord- you achieve your financial goals. eric.kala@nm.com
ing to the goals and timeline of Join the nearly 7 million investors avidwealthpartners.com
the practice. Customized busi- who know. Contact me to develop “Plan it. Do it. Avid Wealth”
ness development strategies are an investment strategy that makes
executed by an experienced and sense for you.
The Bank of San Antonio dedicated team of consultants. Elizabeth Olney, Financial Advisor
(HHH Gold Sponsor) Michal Waechter, (210) 493-0753
We specialize in insurance and Owner Elizabeth.olney@edwardjones.com
banking products for physician (210) 913-4871 www.edwardjones.com/elizabeth- Aspect Wealth Management
groups and individual physicians. MichalWaechter@gmail.com olney (HHH Gold Sponsor)
Our local insurance professionals “YOUR goals, YOUR timeline, "Making Sense of Investing" We believe wealth is more than
are some of the few agents in the YOUR success. Let’s grow your money, which is why we improve
state who specialize in medical practice together” and simplify the lives of our clients,
malpractice and all lines of insur- FINANCIAL SERVICES granting them greater satisfaction,
ance for the medical community. confidence and freedom to
Brandi Vitier, 210-807-5581 DIAGNOSTIC IMAGING achieve more in life.
brandi.vitier@ Jeffrey Allison
thebankofsa.com Touchstone Medical Imaging 210-268-1530
www.thebankofsa.com (HH Silver Sponsor) SWBC jallison@aspectwealth.com
Touchstone Medical Imaging pro- ( 10K Platinum Sponsor) www.aspectwealth.com
vides a wide range of imaging SWBC helps physicians keep “Get what you deserve … maxi-
services in a comfortable, service order in both their personal and mize your Social Security benefit!”
RBFCU oriented outpatient environment business financial matters. For in-
(HHH Gold Sponsor) while utilizing state of the art dividuals, we stand ready to assist
RBFCU provides special financing equipment, the most qualified ra- with wealth management and
options for Physicians, including diologists and superior customer homebuying services. For your Beyond
loans for commercial and residen- service. practice, we can help with HR ad- ( Gold Sponsor)
tial real estate, construction, vehi- Patrick Kocurek ministrative tasks, from payroll Beyond is a financial technology
cle, equipment and more. Area Marketing Manager services to securing employee company offering a suite of busi-
Novie Allen 210-614-0600 x5047 benefits and P&C Insurance. ness tools including payment pro-
Business Solutions patrick.kocurek@touch- Leslie Barnett cessing, employee management
210-650-1738 stoneimaging.com SWBC Mortgage (payroll, HR, compliance), lending,
nallen@rbfcu.org www.touchstoneimaging.com/ lbarnett@swbc.com and point-of-sale. Beyond
www.rbfcu.org locations Gil Castillo demonstrates business ethos with
" We provide peace of mind, giv- SWBC Wealth Management unwavering commitment and de-
ing compassionate care to our 210-321-7258 livers results that make a difference.
community with integrity" gcastillo@swbc.com Founding Member
Synergy Federal Credit Union Kristine Edge Division Sales Director
(HHH Gold Sponsor) EMPLOYEE MANAGEMENT SWBC PEO – Professional San Antonio and Austin
BCMS members are eligible to join Employer Organization Jeromé Vidlock
Synergy FCU, a full service financial 830-980-1207 972.839.2423
institution. With high savings rates kedge@swbc.com jerome.vidlock@getbeyond.com
and low loans rates, Synergy can Beyond Cleo Garza www.getbeyond.com
help you meet your financial goals. (HHH Gold Sponsor) SWBC Mortgage "Good enough is not nearly
Synergy FCU Member Service Beyond helps you take care of 210-386-0732 enough. We go Beyond!"
(210) 345-2222 or your people with a single-source, cleogarza@swbc.com
info@synergyfcu.org cloud-based human resources Debbie Marino
www.synergyfcu.org system that is simple yet powerful SWBC Insurance & Benefits
“Once a member, always a enough to manage the entire em- 210-525-1241
member. Join today!” ployee life cycle. From online on- dmarino@swbc.com
boarding to certification tracking www.swbc.com
to payroll processing, manage continued on page 32

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