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FINANCIAL SERVICES management and mortgage values: Attention, Accountability, INSURANCE
products and services. Appreciation, Adaptability and
Jake Pustejovsky Attainability. We work hard and
Commercial Relationship Man- together with our clients to
ager accomplish great things.
Bertuzzi-Torres Wealth (830)302.6336 Jeanne Bennett TMA Insurance Trust
Management Group Jake.Pustejovsky@Regions.com EVP | Private Banking Manager (HHHH 10K Platinum Sponsor)
( Gold Sponsor) Blake M. Pullin 210 343 4556 Created and endorsed by the
We specialize in simplifying your Vice President - Mortgage Bank- Jeanne.bennett@amegybank.com Texas Medical Association (TMA),
personal and professional life. We ing Karen Leckie the TMA Insurance Trust helps
are dedicated wealth managers Regions Mortgage - Senior Vice President | Private physicians, their families and their
who offer diverse financial solu- NMLS#1031149 Banking employees get the insurance cov-
tions for discerning healthcare (512)766.LOAN(5626) 210.343.4558 erage they need.
professionals, including asset pro- blake.pullin@regions.com karen.leckie@amegybank.com Wendell England
tection, lending & estate planning. Fred R. Kelley Robert Lindley 512-370-1746
Mike Bertuzzi Business Banking Relationship Senior Vice President | Private wengland@tmait.org
First Vice President Senior Manager Banking James Prescott
Financial Advisor (512)226-0208 210.343.4526 512-370-1776
210-278-3828 www.Regions.com robert.lindley@amegybank.com jprescott@tmait.org
Michael_bertuzzi@ml.com Denise C. Smith www.tmait.org
Ruth Torres Vice President | Private Banking “We offer BCMS members a free
Financial Advisor 210.343.4502 insurance portfolio review.”
210-278-3828 Denise.C.Smith@amegybank.com
Ruth.torres@ml.com SWBC www.amegybank.com
http://fa.ml.com/bertuzzi-torres (HHH Gold Sponsor) “Community banking partnership”
SWBC for Personal and Practice:
Physician programs for wealth HEALTHCARE TECHNOLOGY Humana
management and homebuying; SOLUTIONS SUPPLIER (HHH Gold Sponsor)
For Your Practice: HR administra- Humana is a leading health and
Aspect Wealth Management tion, payroll, employee benefits, GHA TECHNOLOGIES, INC well-being company focused on
(HHH Gold Sponsor) property insurance, and exit (HH Silver Sponsor) making it easy for people to
We believe wealth is more than strategies. SWBC family of serv- Focus on lifelong relationships with achieve their best health with
money, which is why we improve ices supporting Physicians and Medical IT Professionals as a mission clinical excellence through
and simplify the lives of our clients, the Medical Society. critical, healthcare solutions & tech- coordinated care.
granting them greater satisfaction, Raymond Frueboes nology hardware & software sup- Jon Buss:
confidence and freedom to SWBC Wealth Management, Li- plier. Access to over 3000 different 512-338-6167
achieve more in life. censed Client Associate medical technology & IT vendors. Jbuss1@humana.com
Jeffrey Allison (210) 376-3730 Pedro Ledezma Shamayne Kotfas:
210-268-1530 raymond.frueboes@swbc.com Technical Sales Representative 512-338-6103
jallison@aspectwealth.com Jon Tober 210-807-9234 skotfas@humana.com
www.aspectwealth.com SWBC Mortgage, Sr. Loan Officer pedro.ledezma@gha-associ- www.humana.com
“Get what you deserve … NMLS# 212945 ates.com
maximize your Social (210) 317-7431 www.gha-associates.com OSMA Health
Security benefit!” jon.tober@swbc.com “When Service & Delivery (HH Silver Sponsor)
Deborah Marino Count!” Health Benefits designed by
SWBC Employee Benefits Con- Physicians for Physicians.
sulting Group, Insurance Services, INFORMATION AND Fred Cartier
and PEO, SVP Corporate Rela- TECHNOLOGIES Vice President Sales
Elizabeth Olney with tions (214) 540-1511
Edward Jones (210) 525-1241 fcartier@abadmin.com
( Gold Sponsor) DMarino@swbc.com www.osmahealth.com
We learn your individual needs so “People you know Coverage you
we can develop a strategy to help Avid Wealth Partners Express Information Systems can trust”
you achieve your financial goals. (HH Silver Sponsor) (HHH Gold Sponsor)
Join the nearly 7 million investors The only financial firm that works With over 29 years’ experience,
who know. Contact me to de- like physicians, for physicians, to we understand that real-time visi- INSURANCE/MEDICAL
velop an investment strategy that bring clarity and confidence in an bility into your financial data is MALPRACTICE
makes sense for you. age of clutter and chaos. You de- critical. Our browser-based
Elizabeth Olney serve to be understood and well- healthcare accounting solutions
Financial Advisor served by a team that's provide accurate, multi-dimen-
(210) 493-0753 committed to helping you avidly sional reporting that helps you
Elizabeth.olney@edwardjones.com pursue the future you want, and accommodate further growth and Texas Medical Liability Trust
www.edwardjones.com/eliza- that's our difference. drive your practice forward. (HHHH 10K Platinum Sponsor)
beth-olney Eric Kala CFP®, CIMA®, AEP®, Rana Camargo Texas Medical Liability Trust is a
"Making Sense of Investing" CLU®, CRPS® Senior Account Manager not-for-profit health care liability
CEO | Wealth Advisor 210-771-7903 claim trust providing malpractice
210.864.3350 ranac@expressinfo.com insurance products to the physi-
eric@avidwp.com www.expressinfo.com cians of Texas. Currently, we pro-
avidwp.com “Leaders in Healthcare Software tect more than 18,000 physicians
Regions Bank “Plan it. Do it. Avid Wealth” & Consulting” in all specialties who practice in all
(HHH Gold Sponsor) areas of the state. TMLT is a rec-
Regions Financial Corporation is a HEALTHCARE BANKING ommended partner of the Bexar
member of the S&P 500 Index County Medical Society and is en-
and is one of the nation’s largest Amegy Bank of Texas dorsed by the Texas Medical Asso-
full-service providers of consumer (HH Silver Sponsor) ciation, the Texas Academy of
and commercial banking, wealth We believe that any great Family Physicians, and the Dallas,
relationship starts with five core
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Visit us at www.bcms.org 37
