Page 37 - Bexar County Medical Society Purchasing Directory
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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY
jbieniek@bbandt.com while utilizing state of the art benefits and P&C Insurance.
Ben Pressentin equipment, the most qualified ra- Gil Castillo
210-762-3175 RBFCU diologists and superior customer SWBC Wealth Management
bpressentin@bbandt.com (HHH Gold Sponsor) service. 210-321-7258
www.bbt.com RBFCU provides special financing Patrick Kocurek gcastillo@swbc.com
options for Physicians, including Area Marketing Manager Kristine Edge
loans for commercial and residen- 210-614-0600 x5047 SWBC PEO – Professional
tial real estate, construction, vehi- patrick.kocurek@touch- Employer Organization
cle, equipment and more. stoneimaging.com 830-980-1207
Novie Allen www.touchstoneimaging.com/ kedge@swbc.com
BBVA Compass Business Solutions locations Jon M. Tober
(HHH Gold Sponsor) 210-650-1738 "We provide peace of mind, SWBC Mortgage – Sr. Loan Officer
We are committed to fostering nallen@rbfcu.org giving compassionate care to NMLS#212945
our clients’ confidence in their fi- www.rbfcu.org our community with integrity" 210-317-7431
nancial future through excep- Jon.tober@swbc.com
tional service, proactive advice, Debbie Marino
and customized solutions in cash FINANCIAL ADVISOR SWBC Insurance & Benefits
management, lending, invest- Synergy Federal Credit Union 210-525-1241
ments, insurance, and trust serv- (HHH Gold Sponsor) dmarino@swbc.com
ices. BCMS members are eligible to join www.swbc.com
Josh Collins Synergy FCU, a full service financial SWBC family of services
SVP, Global Wealth Executive institution. With high savings rates Elizabeth Olney with Edward Jones supporting Physicians and the
210-370-6194 and low loans rates, Synergy can ( Gold Sponsor) Medical Society
josh.collins@bbva.com help you meet your financial goals. We learn your individual needs so
Mary Mahlie Synergy FCU Member Service we can develop a strategy to help
SVP, Private Banking (210) 750-8331 or you achieve your financial goals.
210-370-6029 info@synergyfcu.org Join the nearly 7 million investors
mary.mahlie@bbva.com www.synergyfcu.org who know. Contact me to develop
Mark Menendez “Once a member, always a an investment strategy that makes Aspect Wealth Management
SVP, Wealth Financial Advisor member. Join today!” sense for you. (HHH Gold Sponsor)
210-370-6134 Elizabeth Olney, Financial Advisor We believe wealth is more than
mark.menendez@bbva.com First National 1870, a division of (210) 493-0753 money, which is why we improve
www.bbvacompass.com Sunflower Bank, N.A. Elizabeth.olney@edwardjones.com and simplify the lives of our clients,
"Creating Opportunities" (HH Silver Sponsor) www.edwardjones.com/elizabeth- granting them greater satisfaction,
First National 1870 is a regional olney confidence and freedom to
community bank dedicated to "Making Sense of Investing" achieve more in life.
building long-term relationships Jeffrey Allison
founded on sound principles and 210-268-1530
trust. FINANCIAL SERVICES jallison@aspectwealth.com
Broadway Bank Jamie Gutierrez www.aspectwealth.com
(HHH Gold Sponsor) Business Banking Officer “Get what you deserve …
Healthcare banking experts with a 210-961-7107 (Direct) maximize your Social
private banking team committed to Jamie.Gutierrez@firstnational1870 Security benefit!”
supporting the medical community. .com Merrill Lynch
Ken Herring www.FirstNational1870.com ( 10K Platinum Sponsor)
210-283-4026 “Creating Possibility For Your We are uniquely positioned to
kherring@broadwaybank.com Medical Practice” help physicians integrate and
Daniel Ganoe simplify their personal and profes- BankMD
Mortgage Loan Originator BUSINESS CONSULTING sional financial lives. Our purpose (HHH Gold Sponsor)
210-283-5349 is to help make financial lives bet- We believe Physicians deserve
www.broadwaybank.com Waechter Consulting Group ter through the power of every specialized products and services
“We’re here for good.” (HH Silver Sponsor) connection. to meet the challenging demands
Want to grow your practice? Let John M. Albert |The Farret Team | of their career and lifestyle.
our experienced team customize a Financial Advisor Moses D. Luevano
growth strategy just for you. 210.278.3816 Market President
Utilizing marketing and business john.albert@ml.com 512-663-7743
development tactics, we create a www.fa.ml.com/farretgroup mdl@bankmd.com
The Bank of San Antonio plan tailored to your needs! “Life’s better when we’re con- www.bankmd.com
(HHH Gold Sponsor) Michal Waechter, Owner nected®” “BankMD, "Specialized, Simple,
We specialize in insurance and (210) 913-4871 Reliable" Banking for Doctors”
banking products for physician Michal@WaechterConsulting.com
groups and individual physicians. “YOUR goals, YOUR timeline,
Our local insurance professionals YOUR success. Let’s grow your
are some of the few agents in the practice together” SWBC
state who specialize in medical ( 10K Platinum Sponsor)
malpractice and all lines of insur- SWBC helps physicians keep Elizabeth Olney with
ance for the medical community. DIAGNOSTIC IMAGING order in both their personal and Edward Jones
Brandi Vitier, 210-807-5581 business financial matters. For in- ( Gold Sponsor)
brandi.vitier@thebankofsa.com Touchstone Medical Imaging dividuals, we stand ready to assist We learn your individual needs so
www.thebankofsa.com (HH Silver Sponsor) with wealth management and we can develop a strategy to help
Touchstone Medical Imaging pro- homebuying services. For your you achieve your financial goals.
vides a wide range of imaging practice, we can help with HR ad- Join the nearly 7 million investors
services in a comfortable, service ministrative tasks, from payroll who know. Contact me to de-
oriented outpatient environment services to securing employee velop an investment strategy that
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visit us at www.bcms.org 37