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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY
Joseph Bieniek www.synergyfcu.org ployee life cycle. From online on- services to securing employee
Vice President Small Business “Once a member, always a boarding to certification tracking benefits and P&C Insurance.
Specialist member. Join today!” to payroll processing, manage Leslie Barnett
210-247-2985 your people anytime, anywhere. SWBC Mortgage
jbieniek@bbandt.com First National 1870, a division of Founding Member lbarnett@swbc.com
Ben Pressentin Sunflower Bank, N.A. Division Sales Director Gil Castillo
210-762-3175 (HH Silver Sponsor) San Antonio and Austin SWBC Wealth Management
bpressentin@bbandt.com First National 1870 is a regional Jeromé Vidlock 210-321-7258
www.bbt.com community bank dedicated to 972.839.2423 gcastillo@swbc.com
building long-term relationships jerome.vidlock@getbeyond.com Kristine Edge
founded on sound principles and www.getbeyond.com SWBC PEO – Professional
trust. "Beginning relationships honor- Employer Organization
Jamie Gutierrez ably with a clear understanding 830-980-1207
Business Banking Officer of what you can expect from us" kedge@swbc.com
Broadway Bank 210-961-7107 (Direct) Cleo Garza
(HHH Gold Sponsor) Jamie.Gutierrez@firstnational1870 FINANCIAL ADVISOR SWBC Mortgage – Sr. Loan Officer
Healthcare banking experts with a .com 210-386-0732
private banking team committed to www.FirstNational1870.com cleogarza@swbc.com
supporting the medical community. “Creating Possibility For Your Debbie Marino
Ken Herring Medical Practice” SWBC Insurance & Benefits
210-283-4026 210-525-1241
kherring@broadwaybank.com BUSINESS CONSULTING dmarino@swbc.com
Elizabeth Olney with Edward Jones
Daniel Ganoe ( Gold Sponsor) www.swbc.com
Mortgage Loan Originator Waechter Consulting Group We learn your individual needs so SWBC family of services
210-283-5349 (HH Silver Sponsor) we can develop a strategy to help supporting Physicians and the
www.broadwaybank.com Want to grow your practice? Let you achieve your financial goals. Medical Society
“We’re here for good.” our experienced team customize a Join the nearly 7 million investors
growth strategy just for you. who know. Contact me to develop
Utilizing marketing and business an investment strategy that makes
development tactics, we create a sense for you. Avid Wealth Partners
plan tailored to your needs! Elizabeth Olney, Financial Advisor ( Gold Sponsor)
Michal Waechter, Owner (210) 493-0753 The only financial firm that works
The Bank of San Antonio (210) 913-4871 Elizabeth.olney@edwardjones.com like physicians, for physicians, to
(HHH Gold Sponsor) Michal@WaechterConsulting.com www.edwardjones.com/elizabeth- bring clarity and confidence in an
We specialize in insurance and “YOUR goals, YOUR timeline, olney age of clutter and chaos. You de-
banking products for physician YOUR success. Let’s grow your "Making Sense of Investing" serve to be understood and well-
groups and individual physicians. practice together” served by a team that's ommitted
Our local insurance professionals to helping you avidly pursue the
are some of the few agents in the FINANCIAL SERVICES future you want, and that's our
state who specialize in medical DIAGNOSTIC IMAGING difference.
malpractice and all lines of insur- Eric Kala CFP, CIMA, AEP, CLU, CRPS
ance for the medical community. Touchstone Medical Imaging Founder & Wealth
Brandi Vitier, 210-807-5581 (HH Silver Sponsor) Management Advisor
brandi.vitier@ Touchstone Medical Imaging pro- Merrill Lynch 210.446.5752
thebankofsa.com vides a wide range of imaging ( 10K Platinum Sponsor) eric.kala@nm.com
www.thebankofsa.com services in a comfortable, service We are uniquely positioned to avidwealthpartners.com
oriented outpatient environment help physicians integrate and “Plan it. Do it. Avid Wealth”
while utilizing state of the art simplify their personal and profes-
equipment, the most qualified ra- sional financial lives. Our purpose
RBFCU diologists and superior customer is to help make financial lives bet-
(HHH Gold Sponsor) service. ter through the power of every
RBFCU provides special financing Patrick Kocurek connection. Aspect Wealth Management
options for Physicians, including Area Marketing Manager John M. Albert |The Farret Team | (HHH Gold Sponsor)
loans for commercial and residen- 210-614-0600 x5047 Financial Advisor We believe wealth is more than
tial real estate, construction, vehi- patrick.kocurek@touch- 210.278.3816 money, which is why we improve
cle, equipment and more. stoneimaging.com john.albert@ml.com and simplify the lives of our clients,
Novie Allen www.touchstoneimaging.com/ www.fa.ml.com/farretgroup granting them greater satisfaction,
Business Solutions locations “Life’s better when we’re con- confidence and freedom to
210-650-1738 "We provide peace of mind, nected®” achieve more in life.
nallen@rbfcu.org giving compassionate care to Jeffrey Allison
www.rbfcu.org our community with integrity" 210-268-1530
jallison@aspectwealth.com
www.aspectwealth.com
EMPLOYEE MANAGEMENT “Get what you deserve …
SWBC
Synergy Federal Credit Union maximize your Social
( 10K Platinum Sponsor)
(HHH Gold Sponsor) SWBC helps physicians keep Security benefit!”
BCMS members are eligible to join order in both their personal and
Synergy FCU, a full service financial Beyond business financial matters. For in-
institution. With high savings rates (HHH Gold Sponsor) dividuals, we stand ready to assist
and low loans rates, Synergy can Beyond helps you take care of with wealth management and Beyond
help you meet your financial goals. your people with a single-source, homebuying services. For your ( Gold Sponsor)
Synergy FCU Member Service cloud-based human resources practice, we can help with HR ad- Beyond is a financial technology
(210) 345-2222 or system that is simple yet powerful ministrative tasks, from payroll company offering a suite of busi-
info@synergyfcu.org enough to manage the entire em- ness tools including payment pro-
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visit us at www.bcms.org 37
