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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
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