Page 37 - OctSam2019

BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY

private banking team committed to COMMERCIAL PROPERTY Elizabeth.olney@edwardjones.com
supporting the medical community. MANAGMENT www.edwardjones.com/elizabeth-
Ken Herring olney
210-283-4026 "Making Sense of Investing" Aspect Wealth Management
kherring@broadwaybank.com (HHH Gold Sponsor)
Daniel Ganoe FINANCIAL SERVICES We believe wealth is more than
Mortgage Loan Originator Investment Realty Company, L.C. money, which is why we improve
210-283-5349 (HHH Gold Sponsor) and simplify the lives of our clients,
www.broadwaybank.com We act as Trusted Advisors lever- granting them greater satisfaction,
“We’re here for good.” aging our expertise as we assist confidence and freedom to
Physicians in making the best Merrill Lynch achieve more in life.
commercial real estate decisions ( 10K Platinum Sponsor) Jeffrey Allison
for their practices whether it's We are uniquely positioned to 210-268-1530
leasing, purchase or asset ac- help physicians integrate and jallison@aspectwealth.com
quisiton. simplify their personal and profes- www.aspectwealth.com
The Bank of San Antonio Connie P. Raub sional financial lives. Our purpose “Get what you deserve …
(HHH Gold Sponsor) Executive V. Pres., Broker Associ- is to help make financial lives bet- maximize your Social
We specialize in insurance and ate Realtor ter through the power of every Security benefit!”
banking products for physician 210.314.7838 connection.
groups and individual physicians. cpraub@investmentrealty.com Mike Bertuzzi
Our local insurance professionals Joanne Vollmer Mirelez, CCIM, Senior Financial Advisor
are some of the few agents in the MHA, 210-0278-3804 BankMD
state who specialize in medical Broker Associate Realtor michael_bertuzzi@ml.com (HHH Gold Sponsor)
malpractice and all lines of insur- 210.314.7843 Tiffany Mock Briggs We believe Physicians deserve
ance for the medical community. joanne@investmentrealty.com Wealth Management Advisor specialized products and services
Brandi Vitier, 210-807-5581 James Murry, Associate Realtor 210-278-3813 to meet the challenging demands
brandi.vitier@thebankofsa.com 210.314.7835 Tiffany_briggs@ml.com of their career and lifestyle.
www.thebankofsa.com murry@investmentrealty.com Rene Farret Moses D. Luevano
www.InvestmentRealty.com Wealth Management Advisor Market President
Expect Extensive research, inno- 210-278-3806 512-663-7743
vative solutions, value added rene_farret@ml.com mdl@bankmd.com
RBFCU services, unparalleled service." Ruth Torres www.bankmd.com
(HHH Gold Sponsor) Financial Advisor “BankMD, "Specialized, Simple,
RBFCU provides special financing DIAGNOSTIC IMAGING 210-278-3828 Reliable" Banking for Doctors”
options for Physicians, including ruth.torres@ml.com
loans for commercial and residen- https://www.local.ml.com/san_an
tial real estate, construction, vehi- tonio_0506ub/
cle, equipment and more. “Life’s better when we’re
Novie Allen connected®” Elizabeth Olney with
Business Solutions Touchstone Medical Imaging Edward Jones
210-650-1738 (HHH Gold Sponsor) ( Gold Sponsor)
nallen@rbfcu.org To offer patients and physicians We learn your individual needs so
www.rbfcu.org the highest quality outpatient we can develop a strategy to help
imaging services, and to support SWBC you achieve your financial goals.
them with a deeply instilled work ( 10K Platinum Sponsor) Join the nearly 7 million investors
ethic of personal service and SWBC for Personal and Practice: who know. Contact me to de-
Synergy Federal Credit Union integrity. Physician programs for wealth velop an investment strategy that
(HHH Gold Sponsor) Caleb Ross management and homebuying; makes sense for you.
BCMS members are eligible to join Area Marketing Manager For Your Practice: HR administra- Elizabeth Olney
Synergy FCU, a full service financial 972-989-2238 tion, payroll, employee benefits, Financial Advisor
institution. With high savings rates caleb.ross@touchstoneimaging.com property insurance, and exist (210) 493-0753
and low loans rates, Synergy can Angela Shutt strategies Elizabeth.olney@edwardjones.com
help you meet your financial goals. Area Operations Manager Jon M. Tober www.edwardjones.com/eliza-
Synergy FCU Member Service 512-915-5129 SWBC Mortgage—Sr. Loan Officer beth-olney
(210) 750-8331 or angela.shutt@touchstoneimaging.com NMLS #212945 "Making Sense of Investing"
info@synergyfcu.org www.touchstoneimaging.com (210) 317-7431
www.synergyfcu.org "Touchstone Imaging provides jon.tober@swbc.com
“Once a member, always a outpatient radiology services to Maria Martinez
member. Join today!” the San Antonio community." SWBC Insurance Services,
Commercial Lines Producer New York Life Insurance Company
BUSINESS CONSULTING (210) 376-3478 (HHH Gold Sponsor)
FINANCIAL ADVISOR maria.martinez@swbc.com We specialize in helping small
Waechter Consulting Group Michael Gugliotti business owners increase per-
(HH Silver Sponsor) SWBC PEO, Sales Manager sonal wealth by offering tax de-
Want to grow your practice? Let 830-980-1236 ferred options and providing
our experienced team customize a MGugliotti@swbc.com employee benefits that enhance
growth strategy just for you. Elizabeth Olney with Edward Jones Tom Jordan the welfare of employees to cre-
Utilizing marketing and business ( Gold Sponsor) SWBC Investment Services, ate a more productive workplace.
development tactics, we create a We learn your individual needs so Executive Benefits and Business Eddie L. Garcia, MBA, CLU
plan tailored to your needs! we can develop a strategy to help Planning Advisor Financial Services Professional
Michal Waechter, Owner you achieve your financial goals. 210-376-3378 Ofc 361-854-4500
(210) 913-4871 Join the nearly 7 million investors thomas.jordan@swbc.com Cell 210-920-0695
Michal@WaechterConsulting.com who know. Contact me to develop www.swbc.com garciae@ft.newyorklife.com
“YOUR goals, YOUR timeline, an investment strategy that makes SWBC family of services Becky L. Garcia, Financial Services
YOUR success. Let’s grow your sense for you. supporting Physicians and the Professional
practice together” Elizabeth Olney, Financial Advisor Medical Society Ofc 361-854-4500
(210) 493-0753 Cell 210-355-8332
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