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COMMERCIAL PROPERTY Elizabeth.olney@edwardjones.com management and homebuying; Denise C. Smith
MANAGMENT www.edwardjones.com/elizabeth-olney For Your Practice: HR administra- Vice President | Private Banking
"Making Sense of Investing" tion, payroll, employee benefits, 210.343.4502
property insurance, and exit Denise.C.Smith@amegybank.com
FINANCIAL SERVICES strategies. SWBC family of serv- www.amegybank.com
ices supporting Physicians and “Community banking partnership”
the Medical Society.
Investment Realty Company, L.C.
(HHH Gold Sponsor) Maria Martinez
We act as Trusted Advisors lever- SWBC Insurance Services, Com-
aging our expertise as we assist Bertuzzi-Torres Wealth mercial Lines Producer
Physicians in making the best Management Group (210) 376-3478 BBVA Compass
commercial real estate decisions ( Gold Sponsor) maria.martinez@swbc.com (HHH Gold Sponsor)
for their practices whether it's We specialize in simplifying your Raymond Frueboes We are committed to fostering
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quisiton. are dedicated wealth managers censed Client Associate financial future through
Connie P. Raub who offer diverse financial solu- (210) 376-3730 exceptional service, proactive
Executive V. Pres., Broker Associ- tions for discerning healthcare raymond.frueboes@swbc.com advice, and customized solutions
ate Realtor professionals, including asset pro- Jon Tober in cash management, lending,
210.314.7838 tection, lending & estate planning. SWBC Mortgage, Sr. Loan Officer investments, insurance, and trust
cpraub@investmentrealty.com Mike Bertuzzi NMLS# 212945 services.
Joanne Vollmer Mirelez, CCIM, First Vice President Senior (210) 317-7431 Josh Collins
MHA, Financial Advisor jon.tober@swbc.com SVP, Global Wealth Executive
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210.314.7843 Michael_bertuzzi@ml.com SWBC Employee Benefits Con- josh.collins@bbva.com
joanne@investmentrealty.com Ruth Torres sulting Group and SWBC PEO, Mary Mahlie
Miranda Rihn, Associate Realtor Financial Advisor SVP Corporate Relations SVP, Private Banking
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mrihn@investmentrealty.com Ruth.torres@ml.com DMarino@swbc.com mary.mahlie@bbva.com
www.InvestmentRealty.com http://fa.ml.com/bertuzzi-torres Mark Menendez
Expect Extensive research, inno- Avid Wealth Partners SVP, Wealth Financial Advisor
vative solutions, value added (HH Silver Sponsor) 210-370-6134
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(HHH Gold Sponsor) Jeffrey Allison Eric Kala CFP®, CIMA®, AEP®, (HHHH 10K Platinum Sponsor)
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Caleb Ross “Plan it. Do it. Avid Wealth” care better for everyone.
Area Marketing Manager Sabrina Moreno, Network
972-989-2238 HEALTHCARE BANKING Operations Senior Manager
caleb.ross@touchstoneimaging.com (713) 437-3088 X 523088
Angela Shutt Elizabeth Olney with Sabrina.Moreno@careallies.com
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angela.shutt@touchstoneimaging.com We learn your individual needs so ( Gold Sponsor) “For Better Health and Better
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outpatient radiology services to Join the nearly 7 million investors values: Attention, Accountability, HEALTHCARE TECHNOLOGY
the San Antonio community." who know. Contact me to de- Appreciation, Adaptability and SOLUTIONS SUPPLIER
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FINANCIAL ADVISOR
Elizabeth Olney accomplish great things. (HH Silver Sponsor)
Financial Advisor Jeanne Bennett Focus on lifelong relationships with
(210) 493-0753 EVP | Private Banking Manager Medical IT Professionals as a mission
Elizabeth.olney@edwardjones.com 210 343 4556 critical, healthcare solutions & tech-
www.edwardjones.com/eliza- Jeanne.bennett@amegybank.com nology hardware & software sup-
Elizabeth Olney with Edward Jones beth-olney Karen Leckie plier. Access to over 3000 different
( Gold Sponsor) "Making Sense of Investing" Senior Vice President Private medical technology & IT vendors.
We learn your individual needs so Banking Pedro Ledezma
we can develop a strategy to help 210.343.4558 Technical Sales Representative
you achieve your financial goals. karen.leckie@amegybank.com 210-807-9234
Join the nearly 7 million investors Robert Lindley pedro.ledezma@gha-associ-
who know. Contact me to develop SWBC Senior Vice President Private ates.com
an investment strategy that makes (HHH Gold Sponsor) Banking www.gha-associates.com
sense for you. SWBC for Personal and Practice: 210.343.4526 “When Service & Delivery
Elizabeth Olney, Financial Advisor Physician programs for wealth robert.lindley@amegybank.com Count!”
(210) 493-0753
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visit us at www.bcms.org 39
