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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY

Market President plan tailored to your needs! “Life’s better when we’re con-

512-663-7743 Michal Waechter, Owner nected®”
mdl@bankmd.com (210) 913-4871
www.bankmd.com The Bank of San Antonio Michal@WaechterConsulting.com
“BankMD, "Specialized, Simple, (HHH Gold Sponsor) “YOUR goals, YOUR timeline,
Reliable" Banking for Doctors” We specialize in insurance and YOUR success. Let’s grow your
banking products for physician practice together” SWBC
groups and individual physicians. ( 10K Platinum Sponsor)
Our local insurance professionals SWBC helps physicians keep
are some of the few agents in the DIAGNOSTIC IMAGING
BB&T order in both their personal and
(HHH Gold Sponsor) state who specialize in medical business financial matters. For in-
Checking, savings, investments, in- malpractice and all lines of insur- Touchstone Medical Imaging dividuals, we stand ready to assist
surance — BB&T offers banking ance for the medical community. (HH Silver Sponsor) with wealth management and
services to help you reach your fi- Brandi Vitier, 210-807-5581 Touchstone Medical Imaging pro- homebuying services. For your
nancial goals and plan for a sound brandi.vitier@thebankofsa.com vides a wide range of imaging practice, we can help with HR ad-
financial future. www.thebankofsa.com services in a comfortable, service ministrative tasks, from payroll
Joseph Bieniek oriented outpatient environment services to securing employee
Vice President Small Business while utilizing state of the art benefits and P&C Insurance.
Specialist equipment, the most qualified ra- Gil Castillo
210-247-2985 RBFCU diologists and superior customer SWBC Wealth Management
jbieniek@bbandt.com (HHH Gold Sponsor) service. 210-321-7258
Ben Pressentin RBFCU provides special financing Patrick Kocurek gcastillo@swbc.com
210-762-3175 options for Physicians, including Area Marketing Manager Kristine Edge
bpressentin@bbandt.com loans for commercial and residen- 210-614-0600 x5047 SWBC PEO – Professional
www.bbt.com 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
Business Solutions locations Jon M. Tober
210-650-1738 "We provide peace of mind, SWBC Mortgage – Sr. Loan Officer
nallen@rbfcu.org giving compassionate care to NMLS#212945
BBVA Compass www.rbfcu.org our community with integrity" 210-317-7431
(HHH Gold Sponsor) Jon.tober@swbc.com
We are committed to fostering Debbie Marino
our clients’ confidence in their fi- FINANCIAL ADVISOR SWBC Insurance & Benefits
nancial future through excep- Synergy Federal Credit Union 210-525-1241
tional service, proactive advice, (HHH Gold Sponsor) dmarino@swbc.com
and customized solutions in cash BCMS members are eligible to join www.swbc.com
management, lending, invest- Synergy FCU, a full service financial SWBC family of services
ments, insurance, and trust serv- institution. With high savings rates Elizabeth Olney with Edward Jones supporting Physicians and the
ices. and low loans rates, Synergy can ( Gold Sponsor) Medical Society
Josh Collins help you meet your financial goals. We learn your individual needs so
SVP, Global Wealth Executive Synergy FCU Member Service we can develop a strategy to help
210-370-6194 (210) 750-8331 or you achieve your financial goals.
josh.collins@bbva.com info@synergyfcu.org Join the nearly 7 million investors
Mary Mahlie www.synergyfcu.org who know. Contact me to develop Avid Wealth Partners
SVP, Private Banking “Once a member, always a an investment strategy that makes ( Gold Sponsor)
210-370-6029 member. Join today!” sense for you. The only financial firm that works
mary.mahlie@bbva.com Elizabeth Olney, Financial Advisor like physicians, for physicians, to
First National 1870, a division of
Mark Menendez (210) 493-0753 bring clarity and confidence in an
SVP, Wealth Financial Advisor Sunflower Bank, N.A. Elizabeth.olney@edwardjones.com age of clutter and chaos. You de-
210-370-6134 (HH Silver Sponsor) www.edwardjones.com/elizabeth- serve to be understood and well-
mark.menendez@bbva.com First National 1870 is a regional olney served by a team that's ommitted
www.bbvacompass.com community bank dedicated to "Making Sense of Investing" to helping you avidly pursue the
"Creating Opportunities" building long-term relationships future you want, and that's our
founded on sound principles and difference.
trust. FINANCIAL SERVICES Eric Kala CFP, CIMA, AEP, CLU, CRPS
Jamie Gutierrez Founder & Wealth
Business Banking Officer Management Advisor
210-961-7107 (Direct) 210.446.5752
Jamie.Gutierrez@firstnational1870
Broadway Bank eric.kala@nm.com
(HHH Gold Sponsor) .com Merrill Lynch avidwealthpartners.com
Healthcare banking experts with a www.FirstNational1870.com ( 10K Platinum Sponsor) “Plan it. Do it. Avid Wealth”
private banking team committed to “Creating Possibility For Your We are uniquely positioned to
supporting the medical community. Medical Practice” help physicians integrate and
Ken Herring simplify their personal and profes-
210-283-4026 BUSINESS CONSULTING sional financial lives. Our purpose
kherring@broadwaybank.com is to help make financial lives bet- Aspect Wealth Management
Waechter Consulting Group
Daniel Ganoe ter through the power of every (HHH Gold Sponsor)
Mortgage Loan Originator (HH Silver Sponsor) connection. We believe wealth is more than
210-283-5349 Want to grow your practice? Let John M. Albert |The Farret Team | money, which is why we improve
www.broadwaybank.com our experienced team customize a Financial Advisor and simplify the lives of our clients,
“We’re here for good.” growth strategy just for you. 210.278.3816 granting them greater satisfaction,
Utilizing marketing and business john.albert@ml.com confidence and freedom to
development tactics, we create a www.fa.ml.com/farretgroup achieve more in life.
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