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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY

state who specialize in medical DIAGNOSTIC IMAGING FINANCIAL SERVICES

malpractice and all lines of insur-
ance for the medical community.
BB&T Touchstone Medical Imaging
(HHH Gold Sponsor) Brandi Vitier, 210-807-5581 (HH Silver Sponsor)
Checking, savings, investments, in- brandi.vitier@ Touchstone Medical Imaging pro-
surance — BB&T offers banking thebankofsa.com vides a wide range of imaging SWBC
services to help you reach your fi- www.thebankofsa.com services in a comfortable, service ( 10K Platinum Sponsor)
nancial goals and plan for a sound oriented outpatient environment SWBC helps physicians keep
financial future. while utilizing state of the art order in both their personal and
Stephanie Dick, Vice President- equipment, the most qualified ra- business financial matters. For in-
Commercial Banking RBFCU diologists and superior customer dividuals, we stand ready to assist
210-247-2979 (HHH Gold Sponsor) service. with wealth management and
sdick@bbandt.com RBFCU provides special financing Patrick Kocurek homebuying services. For your
Ben Pressentin options for Physicians, including Area Marketing Manager practice, we can help with HR ad-
210-762-3175 loans for commercial and residen- 210-614-0600 x5047 ministrative tasks, from payroll
bpressentin@bbandt.com tial real estate, construction, vehi- patrick.kocurek@touch- services to securing employee
www.bbt.com cle, equipment and more. stoneimaging.com benefits and P&C Insurance.
Novie Allen www.touchstoneimaging.com/ Leslie Barnett
Business Solutions locations SWBC Mortgage
210-650-1738
BBVA Compass " We provide peace of mind, giv- lbarnett@swbc.com
(HHH Gold Sponsor) nallen@rbfcu.org ing compassionate care to our Gil Castillo
Our healthcare financial team pro- www.rbfcu.org community with integrity" SWBC Wealth Management
vides customized solutions for 210-321-7258
you, your business and employees. EMPLOYEE MANAGEMENT gcastillo@swbc.com
Mary Mahlie Kristine Edge
Global Wealth Management Synergy Federal Credit Union SWBC PEO – Professional
210-370-6029 (HHH Gold Sponsor) Employer Organization
mary.mahlie@bbvacompass.com BCMS members are eligible to join Beyond 830-980-1207
www.bbvacompass.com Synergy FCU, a full service financial (HHH Gold Sponsor) kedge@swbc.com
“Working for a better future” institution. With high savings rates Beyond helps you take care of Cleo Garza
and low loans rates, Synergy can your people with a single-source, SWBC Mortgage
help you meet your financial goals. cloud-based human resources 210-386-0732
Synergy FCU Member Service system that is simple yet powerful cleogarza@swbc.com
(210) 345-2222 or enough to manage the entire em- Debbie Marino
info@synergyfcu.org ployee life cycle. From online on- SWBC Insurance & Benefits
www.synergyfcu.org
Broadway Bank boarding to certification tracking 210-525-1241
(HHH Gold Sponsor) “Once a member, always a to payroll processing, manage dmarino@swbc.com
Healthcare banking experts with a member. Join today!” your people anytime, anywhere. www.swbc.com
private banking team committed to Founding Member SWBC family of services
supporting the medical community. First National 1870, a division of Division Sales Director supporting Physicians and the
Ken Herring Sunflower Bank, N.A. San Antonio and Austin Medical Society
210-283-4026 (HH Silver Sponsor) Jeromé Vidlock
kherring@broadwaybank.com First National 1870 is a regional 972.839.2423
www.broadwaybank.com community bank dedicated to jerome.vidlock@getbeyond.com
“We’re here for good.” building long-term relationships www.getbeyond.com Avid Wealth Partners
founded on sound principles and "Beginning relationships honor- ( Gold Sponsor)
trust. ably with a clear understanding The only financial firm that works
Jamie Gutierrez of what you can expect from us" like physicians, for physicians, to
Business Banking Officer
Ozona Bank bring clarity and confidence in an
(HHH Gold Sponsor) 210-961-7107 (Direct) FINANCIAL ADVISOR age of clutter and chaos. You de-
Ozona National Bank is a full-ser- Jamie.Gutierrez@firstnational1870 serve to be understood and well-
vice commercial bank specializing .com served by a team that's ommitted
in commercial real estate, con- www.FirstNational1870.com to helping you avidly pursue the
struction (owner and non-owner “Creating Possibility For Your future you want, and that's our
occupied), business lines of credit Medical Practice” difference.
and equipment loans. Elizabeth Olney with Edward Jones Eric Kala CFP, CIMA, AEP, CLU, CRPS
Sam Fisher BUSINESS CONSULTING ( Gold Sponsor) Founder & Wealth
Vice President/Commercial Lender We learn your individual needs so Management Advisor
210-319-3503 Alto Vista Enterprises, LLC we can develop a strategy to help 210.446.5752
samf@ozonabank.com (HH Silver Sponsor) you achieve your financial goals. eric.kala@nm.com
www.ozonabank.com We specialize in helping physi- Join the nearly 7 million investors avidwealthpartners.com
cians grow their business accord- “Plan it. Do it. Avid Wealth”
ing to the goals and timeline of who know. Contact me to develop
the practice. Customized busi- an investment strategy that makes
ness development strategies are sense for you.
executed by an experienced and Elizabeth Olney, Financial Advisor
dedicated team of consultants. (210) 493-0753
The Bank of San Antonio Elizabeth.olney@edwardjones.com Aspect Wealth Management
(HHH Gold Sponsor) Michal Waechter, www.edwardjones.com/elizabeth- (HHH Gold Sponsor)
We specialize in insurance and Owner olney We believe wealth is more than
banking products for physician (210) 913-4871 "Making Sense of Investing" money, which is why we improve
groups and individual physicians. MichalWaechter@gmail.com and simplify the lives of our clients,
Our local insurance professionals “YOUR goals, YOUR timeline, granting them greater satisfaction,
are some of the few agents in the YOUR success. Let’s grow your confidence and freedom to
practice together” continued on page 38

visit us at www.bcms.org 37