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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
                                                                                                      continued on page 42
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