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FINANCIAL SERVICES EVP | Private Banking Manager physicians, their families and their
210 343 4556 employees get the insurance cov-
Jeanne.bennett@amegybank.com erage they need.
SWBC
Karen Leckie Wendell England
(HHH Gold Sponsor)
SWBC for Personal and Practice: Senior Vice President | Private 512-370-1746
Bertuzzi-Torres Wealth Physician programs for wealth Banking wengland@tmait.org
Management Group management and homebuying; 210.343.4558 James Prescott
( Gold Sponsor) For Your Practice: HR administra- karen.leckie@amegybank.com 512-370-1776
We specialize in simplifying your tion, payroll, employee benefits, Robert Lindley jprescott@tmait.org
personal and professional life. We property insurance, and exit Senior Vice President | Private www.tmait.org
are dedicated wealth managers strategies. SWBC family of serv- Banking “We offer BCMS members a free
who offer diverse financial solu- ices supporting Physicians and 210.343.4526 insurance portfolio review.”
tions for discerning healthcare the Medical Society. robert.lindley@amegybank.com
professionals, including asset pro- Jon Tober Denise C. Smith
tection, lending & estate planning. SWBC Mortgage, Sr. Loan Officer Vice President | Private Banking
Mike Bertuzzi NMLS# 212945 210.343.4502
First Vice President Senior (210) 317-7431 Denise.C.Smith@amegybank.com Humana
Financial Advisor jon.tober@swbc.com www.amegybank.com (HHH Gold Sponsor)
210-278-3828 Deborah Marino “Community banking partnership” Humana is a leading health and
Michael_bertuzzi@ml.com SWBC Employee Benefits well-being company focused on
Ruth Torres Consulting Group, Insurance HEALTHCARE TECHNOLOGY making it easy for people to
Financial Advisor Services, SWBC Wealth SOLUTIONS SUPPLIER achieve their best health with
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Ruth.torres@ml.com (210) 525-1241 GHA TECHNOLOGIES, INC coordinated care.
http://fa.ml.com/bertuzzi-torres DMarino@swbc.com (HH Silver Sponsor) Jon Buss:
Focus on lifelong relationships with 512-338-6167
Avid Wealth Partners Medical IT Professionals as a mission Jbuss1@humana.com
(HH Silver Sponsor) critical, healthcare solutions & tech- Shamayne Kotfas:
The only financial firm that works nology hardware & software sup- 512-338-6103
Aspect Wealth Management like physicians, for physicians, to plier. Access to over 3000 different skotfas@humana.com
(HHH Gold Sponsor) bring clarity and confidence in an medical technology & IT vendors. www.humana.com
We believe wealth is more than age of clutter and chaos. You de- Pedro Ledezma
money, which is why we improve serve to be understood and well- Technical Sales Representative OSMA Health
and simplify the lives of our clients, served by a team that's 210-807-9234 (HH Silver Sponsor)
granting them greater satisfaction, committed to helping you avidly pedro.ledezma@gha-associ- Health Benefits designed by
confidence and freedom to pursue the future you want, and ates.com Physicians for Physicians.
achieve more in life. that's our difference. www.gha-associates.com Fred Cartier
Jeffrey Allison Eric Kala CFP®, CIMA®, AEP®, “When Service & Delivery Vice President Sales
210-268-1530 CLU®, CRPS® Count!” (214) 540-1511

jallison@aspectwealth.com CEO | Wealth Advisor fcartier@abadmin.com
www.aspectwealth.com 210.864.3350 INFORMATION AND www.osmahealth.com
“Get what you deserve … eric@avidwp.com TECHNOLOGIES “People you know Coverage you
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INSURANCE/MEDICAL
HEALTHCARE BANKING Express Information Systems MALPRACTICE
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Regions Bank With over 29 years’ experience,
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full-service providers of consumer Our Mission is your Success. We provide accurate, multi-dimen- With more than 20,000 health care
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ager Chris McCorkle 210-771-7903 impact on the quality of health
(830)302.6336 Director of Healthcare Banking ranac@expressinfo.com care for patients by educating,
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(512)766.LOAN(5626) (HH Silver Sponsor) Recommended partner of the
blake.pullin@regions.com We believe that any great Bexar County Medical Society
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www.Regions.com together with our clients to Created and endorsed by the
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Jeanne Bennett the TMA Insurance Trust helps
continued on page 36
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