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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY

Market President 210-650-1738 "We provide peace of mind, Jon M. Tober

512-663-7743 nallen@rbfcu.org giving compassionate care to SWBC Mortgage – Sr. Loan Officer
mdl@bankmd.com www.rbfcu.org our community with integrity" NMLS#212945
www.bankmd.com 210-317-7431
“BankMD, "Specialized, Simple, Jon.tober@swbc.com
Reliable" Banking for Doctors” FINANCIAL ADVISOR Debbie Marino
Synergy Federal Credit Union SWBC Insurance & Benefits
(HHH Gold Sponsor) 210-525-1241
BCMS members are eligible to join dmarino@swbc.com
BB&T Synergy FCU, a full service financial www.swbc.com
(HHH Gold Sponsor) institution. With high savings rates SWBC family of services
Checking, savings, investments, in- and low loans rates, Synergy can Elizabeth Olney with Edward Jones supporting Physicians and the
surance — BB&T offers banking help you meet your financial goals. ( Gold Sponsor) Medical Society
services to help you reach your fi- Synergy FCU Member Service We learn your individual needs so
nancial goals and plan for a sound (210) 345-2222 or we can develop a strategy to help
financial future. info@synergyfcu.org you achieve your financial goals.
Joseph Bieniek www.synergyfcu.org Join the nearly 7 million investors Avid Wealth Partners
Vice President Small Business “Once a member, always a who know. Contact me to develop ( Gold Sponsor)
Specialist member. Join today!” an investment strategy that makes The only financial firm that works
210-247-2985 sense for you. like physicians, for physicians, to
jbieniek@bbandt.com First National 1870, a division of Elizabeth Olney, Financial Advisor bring clarity and confidence in an
Ben Pressentin Sunflower Bank, N.A. (210) 493-0753 age of clutter and chaos. You de-
210-762-3175 (HH Silver Sponsor) Elizabeth.olney@edwardjones.com serve to be understood and well-
bpressentin@bbandt.com First National 1870 is a regional www.edwardjones.com/elizabeth- served by a team that's ommitted
www.bbt.com community bank dedicated to olney to helping you avidly pursue the
building long-term relationships "Making Sense of Investing" future you want, and that's our
founded on sound principles and difference.
trust. Eric Kala CFP, CIMA, AEP, CLU, CRPS
Jamie Gutierrez FINANCIAL SERVICES Founder & Wealth
Business Banking Officer Management Advisor
Broadway Bank 210-961-7107 (Direct) 210.446.5752
(HHH Gold Sponsor) Jamie.Gutierrez@firstnational1870 eric.kala@nm.com
Healthcare banking experts with a .com avidwealthpartners.com
private banking team committed to www.FirstNational1870.com Merrill Lynch “Plan it. Do it. Avid Wealth”
supporting the medical community. “Creating Possibility For Your ( 10K Platinum Sponsor)
Ken Herring Medical Practice” We are uniquely positioned to
210-283-4026 help physicians integrate and
kherring@broadwaybank.com BUSINESS CONSULTING simplify their personal and profes-
Daniel Ganoe sional financial lives. Our purpose Aspect Wealth Management
Mortgage Loan Originator Waechter Consulting Group is to help make financial lives bet- (HHH Gold Sponsor)
210-283-5349 (HH Silver Sponsor) ter through the power of every We believe wealth is more than
www.broadwaybank.com Want to grow your practice? Let connection. money, which is why we improve
“We’re here for good.” our experienced team customize a John M. Albert |The Farret Team | and simplify the lives of our clients,
growth strategy just for you. Financial Advisor granting them greater satisfaction,
Utilizing marketing and business 210.278.3816 confidence and freedom to
development tactics, we create a john.albert@ml.com achieve more in life.
plan tailored to your needs! www.fa.ml.com/farretgroup Jeffrey Allison
Michal Waechter, Owner “Life’s better when we’re con- 210-268-1530
The Bank of San Antonio (210) 913-4871 nected®” jallison@aspectwealth.com
(HHH Gold Sponsor) Michal@WaechterConsulting.com www.aspectwealth.com
We specialize in insurance and “YOUR goals, YOUR timeline, “Get what you deserve …
banking products for physician YOUR success. Let’s grow your maximize your Social
groups and individual physicians. practice together” Security benefit!”
Our local insurance professionals SWBC
are some of the few agents in the ( 10K Platinum Sponsor)
state who specialize in medical DIAGNOSTIC IMAGING SWBC helps physicians keep
malpractice and all lines of insur- order in both their personal and
ance for the medical community. Touchstone Medical Imaging business financial matters. For in- BankMD
Brandi Vitier, 210-807-5581 (HH Silver Sponsor) dividuals, we stand ready to assist (HHH Gold Sponsor)
brandi.vitier@ Touchstone Medical Imaging pro- with wealth management and We believe Physicians deserve
thebankofsa.com vides a wide range of imaging homebuying services. For your specialized products and services
www.thebankofsa.com services in a comfortable, service practice, we can help with HR ad- to meet the challenging demands
oriented outpatient environment ministrative tasks, from payroll of their career and lifestyle.
while utilizing state of the art services to securing employee Moses D. Luevano
equipment, the most qualified ra- benefits and P&C Insurance. Market President
RBFCU diologists and superior customer Gil Castillo 512-663-7743
(HHH Gold Sponsor) service. SWBC Wealth Management mdl@bankmd.com
RBFCU provides special financing Patrick Kocurek 210-321-7258 www.bankmd.com
options for Physicians, including Area Marketing Manager gcastillo@swbc.com “BankMD, "Specialized, Simple,
loans for commercial and residen- 210-614-0600 x5047 Kristine Edge Reliable" Banking for Doctors”
tial real estate, construction, vehi- patrick.kocurek@touch- SWBC PEO – Professional
cle, equipment and more. stoneimaging.com Employer Organization
Novie Allen www.touchstoneimaging.com/ 830-980-1207
Business Solutions locations kedge@swbc.com
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