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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY
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             Jeffrey Allison           www.newyorklife.com/agent/                           disabilities by providing compas-
             210-268-1530              garciae                                              sionate, expert care during the re-
             jallison@aspectwealth.com  “The Company You Keep”                              habilitation process, and support
             www.aspectwealth.com                                 BBVA Compass              recovery through education and
             “Get what you deserve …                              (HHH Gold Sponsor)        research.
             maximize your Social                                 We are committed to fostering  Central referral line
             Security benefit!”        RBFCU                      our clients’ confidence in their fi-  210-592-5350
                                       (HHH Gold Sponsor)         nancial future through excep-  “Joint Commission COE.”
                                       RBFCU Investments Group pro-  tional service, proactive advice,
                                       vides guidance and assistance to  and customized solutions in cash  Methodist Healthcare System
                                       help you plan for the future and  management, lending, invest-  (HH Silver Sponsor)
             BankMD                    ensure your finances are ready for  ments, insurance, and trust serv-  Palmire Arellano
             (HHH Gold Sponsor)        each stage of life, (college plan-  ices.            210-575-0172
             We believe Physicians deserve  ning, general investing, retirement  Josh Collins  palmira.arellano@mhshealth.com
             specialized products and services  or estate planning).   SVP, Global Wealth Executive  http://sahealth.com
             to meet the challenging demands  Shelly H. Rolf      210-370-6194
             of their career and lifestyle.  Wealth Management    josh.collins@bbva.com
             Moses D. Luevano          210-650-1759               Mary Mahlie               INFORMATION AND
             Market President          srolf@rbfcu.org            SVP, Private Banking      TECHNOLOGIES
             512-663-7743              www.rbfcu.org              210-370-6029
             mdl@bankmd.com                                       mary.mahlie@bbva.com
             www.bankmd.com            Capital CDC                Mark Menendez
             “BankMD, "Specialized, Simple,  (HH Silver Sponsor)  SVP, Wealth Financial Advisor
             Reliable" Banking for Doctors”  For 25 years, Capital CDC has  210-370-6134
                                       worked with hundreds of small  mark.menendez@bbva.com  Express Information Systems
                                       businesses and partnered with  www.bbvacompass.com   (HHH Gold Sponsor)
                                       multiple financial institutions, to  "Creating Opportunities"  With over 29 years’ experience,
                                       assist with financing of building                    we understand that real-time visi-
                                       acquisitions, construction proj-  HEALTHCARE CONSULTING  bility into your financial data is
             Elizabeth Olney with      ects, and machinery and equip-                       critical. Our browser-based
             Edward Jones              ment loans.                                          healthcare accounting solutions
             ( Gold Sponsor)        Cheryl Pyle                                          provide accurate, multi-dimen-
             We learn your individual needs so  Business Development Officer –              sional reporting that helps you
             we can develop a strategy to help  San Antonio & South Texas  Digital Telehealth Solutions  accommodate further growth and
             you achieve your financial goals.  830-708-2445      (HHH Gold Sponsor)        drive your practice forward.
             Join the nearly 7 million investors  CherylPyle@CapitalCDC.com  Physicians are reimbursed for pro-  Rana Camargo
             who know. Contact me to de-  www.capitalcdc.com      viding none face-to-face care co-  Senior Account Manager
             velop an investment strategy that  “Long-term, fixed-rate financing  ordination services to eligible  210-771-7903
             makes sense for you.      for owner-occupied commercial  Medicare patients with multiple  ranac@expressinfo.com
             Elizabeth Olney           real estate.”              chronic conditions. We Provide  www.expressinfo.com
             Financial Advisor                                    Chronic Care Management and  “Leaders in Healthcare Software
             (210) 493-0753            HEALTHCARE BANKING         Remote Patient Monitoring within  & Consulting”
             Elizabeth.olney@edwardjones.com                      our Home Telemonitoring Program.
             www.edwardjones.com/eliza-                           Dr. Jorge Arango          Y&L Consulting
             beth-olney                                           CEO                       (HH Silver Sponsor)
             "Making Sense of Investing"   Amegy Bank of Texas    956-227-8787              We are an IT Consulting company
                                       ( Gold Sponsor)         Dr.jorgearango@gmail.com  that specializes in Software Man-
                                       We believe that any great rela-  Rosalinda Solis     aged Delivery, Business Process
                                       tionship starts with five core val-  Business Development Director  Outsourcing Managed Services,
                                       ues:  Attention, Accountability,  361-522-0031       IT Staff Augmentation, Digital and
             New York Life Insurance Company  Appreciation, Adaptability and  r.solis@digitaltelehealthsolu-  Social Media with experience in
             (HHH Gold Sponsor)        Attainability. We work hard and  tions.com           the Medical industry.
             We specialize in helping small  together with our clients to ac-  Eduardo Rodriguez  David Stich
             business owners increase   complish great things.    Marketing Director        Senior VP of Strategic
             personal wealth by offering tax  Jeanne Bennett      210-294-2069              Partnerships
             deferred options and providing  EVP | Private Banking Manager  eddie.r@digitaltelehealthsolu-  210-569-3328,
             employee benefits that enhance  210 343 4556         tions.com                 David.stich@ylconsulting.com
             the welfare of employees to   Jeanne.bennett@amegybank.com  www.digitaltelehealthsolutions.com  Marisu Frausto
             create a more productive   Karen Leckie              “Improving Patient outcomes and  Account Executive
             workplace.                Senior Vice President   Private  lower unnecessary 30-day read-  210-363-4139,
             Eddie L. Garcia, MBA, CLU  Banking                   missions”                 Marisu.frausto@ylconsulting.com
             Financial Services Professional  210.343.4558                                  www.ylconsulting.com/
             Ofc 361-854-4500          karen.leckie@amegybank.com  HOSPITALS/ HEALTHCARE    “Your success is our success.”
             Cell 210-920-0695         Robert Lindley             SERVICES
             garciae@ft.newyorklife.com  Senior Vice President   Private                    INSURANCE
             Becky L. Garcia           Banking
             Financial Services Professional  210.343.4526
             Ofc 361-854-4500          robert.lindley@amegybank.com
             Cell 210-355-8332         Denise C. Smith            Warm Springs Medical Center
             rlgarcia@ft.newyorklife.com  Vice President | Private Banking     Thousand Oaks  TMA Insurance Trust
             Efrain Mares              210.343.4502                  Westover Hills         (HHHH 10K Platinum Sponsor)
             Agent                     Denise.C.Smith@amegybank.com  (HHH Gold Sponsor)     Created and endorsed by the
             956-337-9143              www.amegybank.com          Our mission is to serve people with  Texas Medical Association (TMA),
             emares@ft.newyorklife.com  “Community banking partnership”                     the TMA Insurance Trust helps

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