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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY
SVP, Private Banking www.synergyfcu.org We learn your individual needs so MGugliotti@swbc.com
210-370-6029 “Once a member, always a we can develop a strategy to help Tom Jordan
mary.mahlie@bbva.com member. Join today!” you achieve your financial goals. SWBC Investment Services,
Mark Menendez Join the nearly 7 million investors Executive Benefits and Business
SVP, Wealth Financial Advisor First National 1870, a division of who know. Contact me to develop Planning Advisor
210-370-6134 Sunflower Bank, N.A. an investment strategy that makes 210-376-3378
mark.menendez@bbva.com (HH Silver Sponsor) sense for you. thomas.jordan@swbc.com
www.bbvacompass.com First National 1870 is a regional Elizabeth Olney, Financial Advisor www.swbc.com
"Creating Opportunities" community bank dedicated to (210) 493-0753 SWBC family of services
building long-term relationships Elizabeth.olney@edwardjones.com supporting Physicians and the
founded on sound principles and www.edwardjones.com/elizabeth- Medical Society
trust. olney
Jamie Gutierrez "Making Sense of Investing"
Business Banking Officer
Broadway Bank 210-961-7107 (Direct) FINANCIAL SERVICES
(HHH Gold Sponsor) Jamie.Gutierrez@firstnational1870
Healthcare banking experts with a .com Aspect Wealth Management
private banking team committed to www.FirstNational1870.com (HHH Gold Sponsor)
supporting the medical community. “Creating Possibility For Your We believe wealth is more than
Ken Herring Medical Practice” Merrill Lynch money, which is why we improve
210-283-4026 ( 10K Platinum Sponsor) and simplify the lives of our clients,
kherring@broadwaybank.com BUSINESS CONSULTING We are uniquely positioned to granting them greater satisfaction,
Daniel Ganoe help physicians integrate and confidence and freedom to
Mortgage Loan Originator Waechter Consulting Group simplify their personal and profes- achieve more in life.
210-283-5349 (HH Silver Sponsor) sional financial lives. Our purpose Jeffrey Allison
www.broadwaybank.com Want to grow your practice? Let is to help make financial lives bet- 210-268-1530
“We’re here for good.” our experienced team customize a ter through the power of every jallison@aspectwealth.com
growth strategy just for you. connection. www.aspectwealth.com
Utilizing marketing and business Mike Bertuzzi “Get what you deserve …
development tactics, we create a Senior Financial Advisor maximize your Social
plan tailored to your needs! 210-0278-3804 Security benefit!”
Michal Waechter, Owner michael_bertuzzi@ml.com
The Bank of San Antonio (210) 913-4871 Tiffany Mock Briggs
(HHH Gold Sponsor) Michal@WaechterConsulting.com Wealth Management Advisor
We specialize in insurance and “YOUR goals, YOUR timeline, 210-278-3813
banking products for physician YOUR success. Let’s grow your Tiffany_briggs@ml.com BankMD
groups and individual physicians. practice together” Rene Farret (HHH Gold Sponsor)
Our local insurance professionals Wealth Management Advisor We believe Physicians deserve
are some of the few agents in the 210-278-3806 specialized products and services
state who specialize in medical DIAGNOSTIC IMAGING rene_farret@ml.com to meet the challenging demands
malpractice and all lines of insur- Ruth Torres of their career and lifestyle.
ance for the medical community. Financial Advisor Moses D. Luevano
Brandi Vitier, 210-807-5581 210-278-3828 Market President
brandi.vitier@thebankofsa.com ruth.torres@ml.com 512-663-7743
www.thebankofsa.com https://www.local.ml.com/san_an mdl@bankmd.com
Touchstone Medical Imaging tonio_0506ub/ www.bankmd.com
(HHH Gold Sponsor) “Life’s better when we’re “BankMD, "Specialized, Simple,
To offer patients and physicians connected®” Reliable" Banking for Doctors”
the highest quality outpatient
RBFCU imaging services, and to support
(HHH Gold Sponsor) them with a deeply instilled work
RBFCU provides special financing ethic of personal service and SWBC
options for Physicians, including integrity. ( 10K Platinum Sponsor)
loans for commercial and residen- Caleb Ross SWBC for Personal and Practice: Elizabeth Olney with
tial real estate, construction, vehi- Area Marketing Manager Physician programs for wealth Edward Jones
cle, equipment and more. 972-989-2238 management and homebuying; ( Gold Sponsor)
Novie Allen caleb.ross@touchstoneimaging.com For Your Practice: HR administra- We learn your individual needs so
Business Solutions Angela Shutt tion, payroll, employee benefits, we can develop a strategy to help
210-650-1738 Area Operations Manager property insurance, and exist you achieve your financial goals.
nallen@rbfcu.org 512-915-5129 strategies Join the nearly 7 million investors
www.rbfcu.org angela.shutt@touchstoneimaging.com Jon M. Tober who know. Contact me to de-
www.touchstoneimaging.com SWBC Mortgage—Sr. Loan Officer velop an investment strategy that
"Touchstone Imaging provides NMLS #212945 makes sense for you.
outpatient radiology services to (210) 317-7431 Elizabeth Olney
Synergy Federal Credit Union the San Antonio community." jon.tober@swbc.com Financial Advisor
(HHH Gold Sponsor) Maria Martinez (210) 493-0753
BCMS members are eligible to join SWBC Insurance Services, Elizabeth.olney@edwardjones.com
Synergy FCU, a full service financial FINANCIAL ADVISOR Commercial Lines Producer www.edwardjones.com/eliza-
institution. With high savings rates (210) 376-3478 beth-olney
and low loans rates, Synergy can maria.martinez@swbc.com "Making Sense of Investing"
help you meet your financial goals. Michael Gugliotti
Synergy FCU Member Service SWBC PEO, Sales Manager
(210) 750-8331 or Elizabeth Olney with Edward Jones 830-980-1236
info@synergyfcu.org ( Gold Sponsor)
continued on page 36
visit us at www.bcms.org 35
