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BCMS CIRCLE OF FRIENDS SERVICES DIRECTORY
SVP, Private Banking www.synergyfcu.org who know. Contact me to develop Executive Benefits and Business
210-370-6029 “Once a member, always a an investment strategy that makes Planning Advisor
mary.mahlie@bbva.com member. Join today!” sense for you. 210-376-3378
Mark Menendez Elizabeth Olney, Financial Advisor thomas.jordan@swbc.com
SVP, Wealth Financial Advisor First National 1870, a division of (210) 493-0753 www.swbc.com
210-370-6134 Sunflower Bank, N.A. Elizabeth.olney@edwardjones.com SWBC family of services
mark.menendez@bbva.com (HH Silver Sponsor) www.edwardjones.com/elizabeth- supporting Physicians and the
www.bbvacompass.com First National 1870 is a regional olney Medical Society
"Creating Opportunities" community bank dedicated to "Making Sense of Investing"
building long-term relationships
founded on sound principles and
trust. FINANCIAL SERVICES
Jamie Gutierrez
Business Banking Officer Aspect Wealth Management
Broadway Bank 210-961-7107 (Direct) (HHH Gold Sponsor)
(HHH Gold Sponsor) Jamie.Gutierrez@firstnational1870 We believe wealth is more than
Healthcare banking experts with a .com Merrill Lynch money, which is why we improve
private banking team committed to www.FirstNational1870.com ( 10K Platinum Sponsor) and simplify the lives of our clients,
supporting the medical community. “Creating Possibility For Your We are uniquely positioned to granting them greater satisfaction,
Ken Herring Medical Practice” help physicians integrate and confidence and freedom to
210-283-4026 simplify their personal and profes- achieve more in life.
kherring@broadwaybank.com BUSINESS CONSULTING sional financial lives. Our purpose Jeffrey Allison
Daniel Ganoe is to help make financial lives bet- 210-268-1530
Mortgage Loan Originator Waechter Consulting Group ter through the power of every jallison@aspectwealth.com
210-283-5349 (HH Silver Sponsor) connection. www.aspectwealth.com
www.broadwaybank.com Want to grow your practice? Let Mike Bertuzzi “Get what you deserve …
“We’re here for good.” our experienced team customize a Senior Financial Advisor maximize your Social
growth strategy just for you. 210-0278-3804 Security benefit!”
Utilizing marketing and business michael_bertuzzi@ml.com
development tactics, we create a Tiffany Mock Briggs
plan tailored to your needs! Wealth Management Advisor
Michal Waechter, Owner 210-278-3813
The Bank of San Antonio (210) 913-4871 Tiffany_briggs@ml.com BankMD
(HHH Gold Sponsor) Michal@WaechterConsulting.com Rene Farret (HHH Gold Sponsor)
We specialize in insurance and “YOUR goals, YOUR timeline, Wealth Management Advisor We believe Physicians deserve
banking products for physician YOUR success. Let’s grow your 210-278-3806 specialized products and services
groups and individual physicians. practice together” rene_farret@ml.com to meet the challenging demands
Our local insurance professionals Ruth Torres of their career and lifestyle.
are some of the few agents in the Financial Advisor Moses D. Luevano
state who specialize in medical DIAGNOSTIC IMAGING 210-278-3828 Market President
malpractice and all lines of insur- ruth.torres@ml.com 512-663-7743
ance for the medical community. Touchstone Medical Imaging https://www.local.ml.com/san_an mdl@bankmd.com
Brandi Vitier, 210-807-5581 (HH Silver Sponsor) tonio_0506ub/ www.bankmd.com
brandi.vitier@thebankofsa.com Touchstone Medical Imaging pro- “Life’s better when we’re “BankMD, "Specialized, Simple,
www.thebankofsa.com vides a wide range of imaging connected®” Reliable" Banking for Doctors”
services in a comfortable, service
oriented outpatient environment
while utilizing state of the art
equipment, the most qualified ra-
RBFCU diologists and superior customer SWBC
(HHH Gold Sponsor) service. ( 10K Platinum Sponsor) Elizabeth Olney with
RBFCU provides special financing Patrick Kocurek SWBC for Personal and Practice: Edward Jones
options for Physicians, including Area Marketing Manager Physician programs for wealth ( Gold Sponsor)
loans for commercial and residen- 210-614-0600 x5047 management and homebuying; We learn your individual needs so
tial real estate, construction, vehi- patrick.kocurek@touch- For Your Practice: HR administra- we can develop a strategy to help
cle, equipment and more. stoneimaging.com tion, payroll, employee benefits, you achieve your financial goals.
Novie Allen www.touchstoneimaging.com/ property insurance, and exist Join the nearly 7 million investors
Business Solutions locations strategies who know. Contact me to de-
210-650-1738 "We provide peace of mind, Jon M. Tober velop an investment strategy that
nallen@rbfcu.org giving compassionate care to SWBC Mortgage—Sr. Loan Officer makes sense for you.
www.rbfcu.org our community with integrity" NMLS #212945 Elizabeth Olney
(210) 317-7431 Financial Advisor
jon.tober@swbc.com (210) 493-0753
FINANCIAL ADVISOR Maria Martinez Elizabeth.olney@edwardjones.com
Synergy Federal Credit Union SWBC Insurance Services, www.edwardjones.com/eliza-
(HHH Gold Sponsor) Commercial Lines Producer beth-olney
BCMS members are eligible to join (210) 376-3478 "Making Sense of Investing"
Synergy FCU, a full service financial maria.martinez@swbc.com
institution. With high savings rates Elizabeth Olney with Edward Jones Michael Gugliotti
and low loans rates, Synergy can ( Gold Sponsor) SWBC PEO, Sales Manager
help you meet your financial goals. We learn your individual needs so 830-980-1236
Synergy FCU Member Service we can develop a strategy to help MGugliotti@swbc.com
(210) 750-8331 or you achieve your financial goals. Tom Jordan
info@synergyfcu.org Join the nearly 7 million investors SWBC Investment Services,
continued on page 38
visit us at www.bcms.org 37
