Page 37 - Layout 1
P. 37
BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY
mary.mahlie@bbva.com BUSINESS CONSULTING help physicians integrate and achieve more in life.
Mark Menendez simplify their personal and profes- Jeffrey Allison
SVP, Wealth Financial Advisor Waechter Consulting Group sional financial lives. Our purpose 210-268-1530
210-370-6134 (HH Silver Sponsor) is to help make financial lives bet- jallison@aspectwealth.com
mark.menendez@bbva.com Want to grow your practice? Let ter through the power of every www.aspectwealth.com
www.bbvacompass.com our experienced team customize a connection. “Get what you deserve …
"Creating Opportunities" growth strategy just for you. Mike Bertuzzi maximize your Social
Utilizing marketing and business Senior Financial Advisor Security benefit!”
development tactics, we create a 210-0278-3804
plan tailored to your needs! michael_bertuzzi@ml.com
Michal Waechter, Owner Tiffany Mock Briggs
(210) 913-4871 Wealth Management Advisor BankMD
Broadway Bank Michal@WaechterConsulting.com 210-278-3813 (HHH Gold Sponsor)
(HHH Gold Sponsor) “YOUR goals, YOUR timeline, Tiffany_briggs@ml.com We believe Physicians deserve
Healthcare banking experts with a YOUR success. Let’s grow your Rene Farret specialized products and services
private banking team committed to practice together” Wealth Management Advisor to meet the challenging demands
supporting the medical community. 210-278-3806 of their career and lifestyle.
Ken Herring DIAGNOSTIC IMAGING rene_farret@ml.com Moses D. Luevano
210-283-4026 Ruth Torres Market President
kherring@broadwaybank.com Financial Advisor 512-663-7743
Daniel Ganoe 210-278-3828 mdl@bankmd.com
Mortgage Loan Originator ruth.torres@ml.com www.bankmd.com
210-283-5349 https://www.local.ml.com/san_an “BankMD, "Specialized, Simple,
www.broadwaybank.com tonio_0506ub/ Reliable" Banking for Doctors”
“We’re here for good.” Touchstone Medical Imaging “Life’s better when we’re
(HHH Gold Sponsor) connected®”
To offer patients and physicians
the highest quality outpatient
imaging services, and to support Elizabeth Olney with
them with a deeply instilled work SWBC Edward Jones
ethic of personal service and
The Bank of San Antonio ( 10K Platinum Sponsor) ( Gold Sponsor)
(HHH Gold Sponsor) integrity. SWBC for Personal and Practice: We learn your individual needs so
We specialize in insurance and Caleb Ross Physician programs for wealth we can develop a strategy to help
banking products for physician Area Marketing Manager management and homebuying; you achieve your financial goals.
groups and individual physicians. 972-989-2238 For Your Practice: HR administra- Join the nearly 7 million investors
Our local insurance professionals caleb.ross@touchstoneimaging.com tion, payroll, employee benefits, who know. Contact me to de-
are some of the few agents in the Angela Shutt property insurance, and exist velop an investment strategy that
state who specialize in medical Area Operations Manager strategies makes sense for you.
malpractice and all lines of insur- 512-915-5129 Jon M. Tober Elizabeth Olney
ance for the medical community. angela.shutt@touchstoneimaging.com SWBC Mortgage—Sr. Loan Officer Financial Advisor
Brandi Vitier, 210-807-5581 www.touchstoneimaging.com NMLS #212945 (210) 493-0753
brandi.vitier@thebankofsa.com "Touchstone Imaging provides (210) 317-7431 Elizabeth.olney@edwardjones.com
www.thebankofsa.com outpatient radiology services to jon.tober@swbc.com www.edwardjones.com/eliza-
the San Antonio community."
Maria Martinez beth-olney
SWBC Insurance Services, "Making Sense of Investing"
FINANCIAL ADVISOR Commercial Lines Producer
RBFCU (210) 376-3478
(HHH Gold Sponsor) maria.martinez@swbc.com
RBFCU provides special financing Michael Gugliotti
options for Physicians, including SWBC PEO, Sales Manager New York Life Insurance Company
loans for commercial and residen- Elizabeth Olney with Edward Jones 830-980-1236 (HHH Gold Sponsor)
tial real estate, construction, vehi- ( Gold Sponsor) MGugliotti@swbc.com We specialize in helping small
cle, equipment and more. We learn your individual needs so Tom Jordan business owners increase per-
Novie Allen we can develop a strategy to help SWBC Investment Services, sonal wealth by offering tax de-
Business Solutions you achieve your financial goals. Executive Benefits and Business ferred options and providing
210-650-1738 Join the nearly 7 million investors Planning Advisor employee benefits that enhance
nallen@rbfcu.org who know. Contact me to develop 210-376-3378 the welfare of employees to cre-
www.rbfcu.org an investment strategy that makes thomas.jordan@swbc.com ate a more productive workplace.
sense for you. www.swbc.com Eddie L. Garcia, MBA, CLU
Elizabeth Olney, Financial Advisor SWBC family of services Financial Services Professional
(210) 493-0753 supporting Physicians and the Ofc 361-854-4500
Synergy Federal Credit Union Elizabeth.olney@edwardjones.com Medical Society Cell 210-920-0695
(HHH Gold Sponsor) www.edwardjones.com/elizabeth- garciae@ft.newyorklife.com
BCMS members are eligible to join olney Becky L. Garcia, Financial Services
Synergy FCU, a full service financial "Making Sense of Investing" Professional
institution. With high savings rates Ofc 361-854-4500
and low loans rates, Synergy can FINANCIAL SERVICES Cell 210-355-8332
help you meet your financial goals. Aspect Wealth Management rlgarcia@ft.newyorklife.com
Synergy FCU Member Service (HHH Gold Sponsor) Efrain Mares, Agent
(210) 750-8331 or We believe wealth is more than 956-337-9143
info@synergyfcu.org money, which is why we improve emares@ft.newyorklife.com
www.synergyfcu.org Merrill Lynch and simplify the lives of our clients, www.newyorklife.com/agent/
“Once a member, always a ( 10K Platinum Sponsor) granting them greater satisfaction, garciae
member. Join today!” We are uniquely positioned to confidence and freedom to “The Company You Keep”
continued on page 38
visit us at www.bcms.org 37
