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BCMS CIRCLE OF FRIENDS

            SERVICES DIRECTORY

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             ACCOUNTING FIRMS                                     Bruce M. Mitchell         ASSETS ADVISORS/
                                                                  210-283-6228              PRIVATE BANKING
             Sol Schwartz & Associates P.C.                       bmitchell@kreagermitchell.com
             (HH Silver Sponsor)       Avid Wealth Partners       www.kreagermitchell.com
             We specialize in areas that are  (HHH Gold Sponsor)  “Client-centered legal counsel with
             most critical to a company’s fiscal  The only financial firm that works  integrity and inspired solutions”
             well-being in today’s competitive  like physicians, for physicians, to         BB&T
             markets.                  bring clarity and confidence in                      (HHH Gold Sponsor)
             Jim Rice, CPA             an age of clutter and chaos. You                     Banking Services, Strategic
             210-384-8000, ext. 112    deserve to be understood and  Norton Rose Fulbright  Credit, Financial Planning
             jprice@ssacpa.com         well-served by a team that's com-  (HHH Gold Sponsor)  Services, Risk Management
             www.ssacpa.com            mitted to helping you avidly   Norton Rose Fulbright is a global  Services, Investment Services,
             “Dedicated to working with  pursue the future you want, and  law firm. We provide the world’s  Trust & Estate Services — BB&T
             physicians and physician groups.”  that's our difference.   preeminent corporations and fi-  offers solutions to help you reach
                                       Eric Kala CFP®, CIMA®, AEP®,  nancial institutions with a full  your financial goals and plan for a
                                       CLU®, CRPS®                business law service.  We deliver  sound financial future.
             ACCOUNTING SOFTWARE       Founder & Wealth Management  over 150 lawyers in the US fo-  Claudia E. Hinojosa
                                       Advisor                    cused on the life sciences and  Vice President, Private Advisor
                                       210.446.5752               healthcare sector.        210-248-1583
                                       eric.kala@nm.com           Mario Barrera             CHinojosa@BBandT.com
                                       avidwealthpartners.com     Employment & Labor        www.bbt.com/wealth/start.page
             Express Information Systems  “Plan it.  Do it.  Avid Wealth”  210 270 7125     "All we see is you"
             (HHH Gold Sponsor)                                   mario.barrera@nortonroseful-
             With over 29 years’ experience,  ATTORNEYS           bright.com
             we understand that real-time visi-                   Charles Deacon            BANKING
             bility into your financial data is                   Life Sciences and Healthcare
             critical. Our browser-based                          210 270 7133
             healthcare accounting solutions  Constangy, Brooks, Smith &  charlie.deacon@nortonroseful-
             provide accurate, multi-dimen-  Prophete             bright.com                Amegy Bank of Texas
             sional reporting that helps you  (HHH Gold Sponsor)  Katherine Tapley          (HHH Gold Sponsor)
             accommodate further growth and  Constangy, Brooks, Smith &  Real Estate        We believe that any great relation-
             drive your practice forward.  Prophete offers a wider lens on  210 270 7191    ship starts with five core values:
             Rana Camargo              workplace law. With 190+ attor-  katherine.tapley@nortonroseful-  Attention, Accountability, Apprecia-
             Senior Account Manager    neys across 15 states, Constangy  bright.com         tion, Adaptability and Attainability.
             210-771-7903              is one of the nation’s largest  www.nortonrosefulbright.com  We work hard and together with our
             ranac@expressinfo.com     Labor and Employment practices  “In 2016, we received a Tier 1 na-  clients to accomplish great things.
             www.expressinfo.com       and is nationally recognized for  tional ranking for healthcare law  Jeanne Bennett
             “Leaders in Healthcare Software  diversity and legal excellence.  according to US News & World  EVP | Private Banking Manager
             & Consulting”             Kathleen Barrow            Report and Best Lawyers”  210 343 4556
                                       Partner                                              Jeanne.bennett@amegybank.com
                                       512-382-8796                                         Karen Leckie
             ASSET MANAGEMENT          kbarrow@constangy.com                                Senior Vice President
                                       William E. Hammel                                    Private Banking
                                       Partner                                              210.343.4558
                                       214-646-8625               Thornton, Biechlin, Reynolds, &  karen.leckie@amegybank.com
                                       whammel@constangy.com      Guerra                    Robert Lindley
             Merrill Lynch             John E. Duke               (HHH Gold Sponsor)        Senior Vice President
             ( 10K Platinum Sponsor)  Senior Counsel          Worried about the TMB, govern-  Private Banking
             We are uniquely positioned to  512-382-8800          ment audit, or investigation? From  210.343.4526
             help physicians integrate and  jduke@constangy.com   how to avoid TMB complaints to  robert.lindley@amegybank.com
             simplify their personal and profes-  www.constangy.com  navigating the complex regula-  Denise C. Smith
             sional financial lives. Our purpose  “A wider lens on workplace law.”  tions of government agencies like  Vice President | Private Banking
             is to help make financial lives bet-                 Medicare and Medicaid, we stand  210.343.4502
             ter through the power of every                       ready to guide and protect our  Denise.C.Smith@amegybank.com
             connection.                                          clients.                  www.amegybank.com
             John M. Albert |The Farret Team |  Kreager Mitchell  Robert R. Biechlin, Jr., Partner  “Community banking partnership”
             Financial Advisor         (HHH Gold Sponsor)         (210) 581-0275
             210.278.3816              At Kreager Mitchell, our healthcare  rbiechlin@thorntonfirm.com
             john.albert@ml.com        practice works with physicians to  Michael H. Wallis
             www.fa.ml.com/farretgroup  offer the best representation pos-  Partner
             “Life’s better when we’re   sible in providing industry specific  (210) 581-0294  BB&T
             connected®”               solutions. From business transac-  mwallis@thorntonfirm.com  (HHH Gold Sponsor)
                                       tions to physician contracts, our  Kevin Moczygemba, Associate  Checking, savings, investments, in-
                                       team can help you in making the  210-377-4580        surance — BB&T offers banking
                                       right decision for your practice.  kmoczygemba@thorntonfirm.com  services to help you reach your fi-
                                       Michael L. Kreager         https://thorntonfirm.com  nancial goals and plan for a sound
                                       210-283-6227               “Protecting Physicians and Their  financial future.
                                       mkreager@kreagermitchell.com  Practices”

         36  San Antonio Medicine   •  January  2019
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