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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY
James Murry, Associate Realtor 210-278-3813 specialized products and services
210.314.7835 Tiffany_briggs@ml.com to meet the challenging demands
murry@investmentrealty.com Rene Farret of their career and lifestyle.
www.InvestmentRealty.com Wealth Management Advisor Moses D. Luevano
Expect Extensive research, inno- 210-278-3806 Market President
The Bank of San Antonio
(HHH Gold Sponsor) vative solutions, value added rene_farret@ml.com 512-663-7743
We specialize in insurance and services, unparalleled service." Ruth Torres mdl@bankmd.com
banking products for physician Financial Advisor www.bankmd.com
groups and individual physicians. DIAGNOSTIC IMAGING 210-278-3828 “BankMD, "Specialized, Simple,
Our local insurance professionals ruth.torres@ml.com Reliable" Banking for Doctors”
are some of the few agents in the https://www.local.ml.com/san_an
state who specialize in medical tonio_0506ub/
malpractice and all lines of insur- “Life’s better when we’re
ance for the medical community. connected®”
Brandi Vitier, 210-807-5581 Touchstone Medical Imaging Elizabeth Olney with
brandi.vitier@thebankofsa.com (HHH Gold Sponsor) Edward Jones
www.thebankofsa.com To offer patients and physicians ( Gold Sponsor)
the highest quality outpatient We learn your individual needs so
imaging services, and to support SWBC we can develop a strategy to help
them with a deeply instilled work ( 10K Platinum Sponsor) you achieve your financial goals.
ethic of personal service and SWBC for Personal and Practice: Join the nearly 7 million investors
Synergy Federal Credit Union
(HHH Gold Sponsor) integrity. Physician programs for wealth who know. Contact me to de-
BCMS members are eligible to join Caleb Ross management and homebuying; velop an investment strategy that
Synergy FCU, a full service financial Area Marketing Manager For Your Practice: HR administra- makes sense for you.
institution. With high savings rates 972-989-2238 tion, payroll, employee benefits, Elizabeth Olney
and low loans rates, Synergy can caleb.ross@touchstoneimaging.com property insurance, and exist Financial Advisor
help you meet your financial goals. Angela Shutt strategies (210) 493-0753
Synergy FCU Member Service Area Operations Manager Jon M. Tober Elizabeth.olney@edwardjones.com
(210) 750-8331 or 512-915-5129 SWBC Mortgage—Sr. Loan Officer www.edwardjones.com/eliza-
info@synergyfcu.org angela.shutt@touchstoneimaging.com NMLS #212945 beth-olney
www.synergyfcu.org www.touchstoneimaging.com (210) 317-7431 "Making Sense of Investing"
“Once a member, always a "Touchstone Imaging provides jon.tober@swbc.com
member. Join today!” outpatient radiology services to Maria Martinez Avid Wealth Partners
the San Antonio community." SWBC Insurance Services, (HH Silver Sponsor)
BUSINESS CONSULTING Commercial Lines Producer The only financial firm that works
FINANCIAL ADVISOR (210) 376-3478 like physicians, for physicians, to
Waechter Consulting Group maria.martinez@swbc.com bring clarity and confidence in an
(HH Silver Sponsor) Michael Gugliotti age of clutter and chaos. You de-
Want to grow your practice? Let SWBC PEO, Sales Manager serve to be understood and well-
our experienced team customize a 830-980-1236 served by a team that's
growth strategy just for you. Elizabeth Olney with Edward Jones MGugliotti@swbc.com committed to helping you avidly
Utilizing marketing and business ( Gold Sponsor) Tom Jordan pursue the future you want, and
development tactics, we create a We learn your individual needs so SWBC Investment Services, that's our difference.
plan tailored to your needs! we can develop a strategy to help Executive Benefits and Business Eric Kala CFP®, CIMA®, AEP®,
Michal Waechter, Owner you achieve your financial goals. Planning Advisor CLU®, CRPS®
(210) 913-4871 Join the nearly 7 million investors 210-376-3378 Founder & Wealth Management
Michal@WaechterConsulting.com who know. Contact me to develop thomas.jordan@swbc.com Advisor
“YOUR goals, YOUR timeline, an investment strategy that makes www.swbc.com 210.446.5752
YOUR success. Let’s grow your sense for you. SWBC family of services eric.kala@nm.com
practice together” Elizabeth Olney, Financial Advisor supporting Physicians and the avidwealthpartners.com
(210) 493-0753 Medical Society “Plan it. Do it. Avid Wealth”
COMMERCIAL PROPERTY Elizabeth.olney@edwardjones.com
MANAGMENT www.edwardjones.com/elizabeth- HEALTHCARE BANKING
olney
"Making Sense of Investing"
Aspect Wealth Management
FINANCIAL SERVICES (HHH Gold Sponsor) Amegy Bank of Texas
Investment Realty Company, L.C. We believe wealth is more than ( Gold Sponsor)
(HHH Gold Sponsor) money, which is why we improve We believe that any great
We act as Trusted Advisors lever- and simplify the lives of our clients, relationship starts with five core
aging our expertise as we assist granting them greater satisfaction, values: Attention, Accountability,
Physicians in making the best Merrill Lynch confidence and freedom to Appreciation, Adaptability and
commercial real estate decisions ( 10K Platinum Sponsor) achieve more in life. Attainability. We work hard and
for their practices whether it's We are uniquely positioned to Jeffrey Allison together with our clients to
leasing, purchase or asset ac- help physicians integrate and 210-268-1530 accomplish great things.
quisiton. simplify their personal and profes- jallison@aspectwealth.com Jeanne Bennett
Connie P. Raub sional financial lives. Our purpose www.aspectwealth.com EVP | Private Banking Manager
Executive V. Pres., Broker Associ- is to help make financial lives bet- “Get what you deserve … 210 343 4556
ate Realtor ter through the power of every maximize your Social Jeanne.bennett@amegybank.com
210.314.7838 connection. Security benefit!” Karen Leckie
cpraub@investmentrealty.com Mike Bertuzzi Senior Vice President Private
Joanne Vollmer Mirelez, CCIM, Senior Financial Advisor Banking
MHA, 210-0278-3804 210.343.4558
Broker Associate Realtor michael_bertuzzi@ml.com BankMD karen.leckie@amegybank.com
210.314.7843 Tiffany Mock Briggs (HHH Gold Sponsor) Robert Lindley
joanne@investmentrealty.com Wealth Management Advisor We believe Physicians deserve Senior Vice President Private
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visit us at www.bcms.org 41
