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PHYSICIANS PURCHASING DIRECTORY

Support the BCMS by supporting the following sponsors. FINANCIAL SERVICES EVP | Private Banking Manager physicians, their families and their
Please ask your practice manager to use the Physicians Purchasing Directory as a reference 210 343 4556 employees get the insurance cov-
Jeanne.bennett@amegybank.com
erage they need.
when services or products are needed. SWBC Karen Leckie Wendell England
(HHH Gold Sponsor)
SWBC for Personal and Practice: Senior Vice President | Private 512-370-1746
ACCOUNTING FIRMS private banking team committed to ices they need. Bertuzzi-Torres Wealth Physician programs for wealth Banking wengland@tmait.org
supporting the medical community. Synergy FCU Member Services Management Group management and homebuying; 210.343.4558 James Prescott
Norton Rose Fulbright ( Gold Sponsor) karen.leckie@amegybank.com 512-370-1776
(HHH Gold Sponsor) Shawn P. Hughes, JD (210) 750-8333 We specialize in simplifying your For Your Practice: HR administra- Robert Lindley jprescott@tmait.org
Norton Rose Fulbright is a global Senior Vice President, info@synergyfcu.org personal and professional life. We tion, payroll, employee benefits, Senior Vice President | Private www.tmait.org
Sol Schwartz & Associates P.C. law firm. We provide the world’s Private Banking www.synergyfcu.org are dedicated wealth managers property insurance, and exit Banking “We offer BCMS members a free
“Once a member, always a
(210) 283-5759
(HHH Gold Sponsor) preeminent corporations and fi- shughes@broadway.bank member. Join today!” who offer diverse financial solu- strategies. SWBC family of serv- 210.343.4526 insurance portfolio review.”
Celebrating our 40th anniversary, nancial institutions with a full www.broadwaybank.com tions for discerning healthcare ices supporting Physicians and robert.lindley@amegybank.com
our detailed knowledge of med- business law service. We deliver “We’re here for good.” professionals, including asset pro- the Medical Society. Denise C. Smith
ical practices helps our clients over 150 lawyers in the US fo- BUSINESS CONSULTING tection, lending & estate planning. Jon Tober Vice President | Private Banking
achieve a healthy balance of fi- cused on the life sciences and Mike Bertuzzi SWBC Mortgage, Sr. Loan Officer 210.343.4502
nancial, operational, clinical and healthcare sector. Waechter Consulting Group First Vice President Senior NMLS# 212945 Denise.C.Smith@amegybank.com Humana
personal well-being. Mario Barrera (HH Silver Sponsor) Financial Advisor (210) 317-7431 www.amegybank.com (HHH Gold Sponsor)
Jim Rice, CPA Employment & Labor Want to grow your practice? Let 210-278-3828 jon.tober@swbc.com “Community banking partnership” Humana is a leading health and
210-384-8000, ext. 112 210 270 7125 The Bank of San Antonio our experienced team customize a Michael_bertuzzi@ml.com Deborah Marino well-being company focused on
jprice@ssacpa.com mario.barrera@nortonroseful- (HHH Gold Sponsor) growth strategy just for you. Ruth Torres SWBC Employee Benefits HEALTHCARE TECHNOLOGY making it easy for people to
www.ssacpa.com bright.com We specialize in insurance and Utilizing marketing and business Financial Advisor Consulting Group, Insurance SOLUTIONS SUPPLIER achieve their best health with
“Dedicated to working with Charles Deacon banking products for physician development tactics, we create a 210-278-3828 Services, SWBC Wealth clinical excellence through
physicians and physician groups.” Life Sciences and Healthcare plan tailored to your needs! Management and PEO GHA TECHNOLOGIES, INC coordinated care.
210 270 7133 groups and individual physicians. Michal Waechter, Owner Ruth.torres@ml.com (210) 525-1241
charlie.deacon@nortonroseful- Our local insurance professionals (210) 913-4871 http://fa.ml.com/bertuzzi-torres DMarino@swbc.com (HH Silver Sponsor) Jon Buss:
ACCOUNTING SOFTWARE bright.com are some of the few agents in the Michal@WaechterConsulting.com Focus on lifelong relationships with 512-338-6167
Medical IT Professionals as a mission
Jbuss1@humana.com
Katherine Tapley state who specialize in medical “YOUR goals, YOUR timeline, Avid Wealth Partners critical, healthcare solutions & tech- Shamayne Kotfas:
Real Estate malpractice and all lines of insur- YOUR success. Let’s grow your (HH Silver Sponsor) nology hardware & software sup- 512-338-6103

210 270 7191 ance for the medical community. practice together” Aspect Wealth Management The only financial firm that works plier. Access to over 3000 different skotfas@humana.com
katherine.tapley@nortonroseful- Brandi Vitier, like physicians, for physicians, to medical technology & IT vendors. www.humana.com
Express Information Systems bright.com 210-807-5581 DIAGNOSTIC IMAGING (HHH Gold Sponsor) bring clarity and confidence in an
(HHH Gold Sponsor) www.nortonrosefulbright.com brandi.vitier@thebankofsa.com We believe wealth is more than age of clutter and chaos. You de- Pedro Ledezma
With over 29 years’ experience, “In 2016, we received a Tier 1 na- www.thebankofsa.com money, which is why we improve serve to be understood and well- Technical Sales Representative OSMA Health
we understand that real-time visi- tional ranking for healthcare law and simplify the lives of our clients, served by a team that's 210-807-9234 (HH Silver Sponsor)
bility into your financial data is according to US News & World BBVA Compass granting them greater satisfaction, committed to helping you avidly pedro.ledezma@gha-associ- Health Benefits designed by
critical. Our browser-based Report and Best Lawyers” (HH Silver Sponsor) confidence and freedom to pursue the future you want, and ates.com Physicians for Physicians.
healthcare accounting solutions We are committed to fostering our Touchstone Medical Imaging achieve more in life. that's our difference. www.gha-associates.com Fred Cartier
provide accurate, multi-dimen- ASSETT WEALTH clients’ confidence in their finan- (HHH Gold Sponsor) Jeffrey Allison Eric Kala CFP®, CIMA®, AEP®, “When Service & Delivery Vice President Sales
sional reporting that helps you MANAGEMENT cial future through exceptional To offer patients and physicians 210-268-1530 CLU®, CRPS® Count!” (214) 540-1511

accommodate further growth and service, proactive advice, and cus- the highest quality outpatient jallison@aspectwealth.com CEO | Wealth Advisor fcartier@abadmin.com
drive your practice forward. tomized solutions in cash manage- imaging services, and to support www.aspectwealth.com 210.864.3350 INFORMATION AND www.osmahealth.com
Rana Camargo ment, lending, investments, them with a deeply instilled work “Get what you deserve … eric@avidwp.com TECHNOLOGIES “People you know Coverage you
Senior Account Manager insurance, and trust services. ethic of personal service and maximize your Social avidwp.com can trust”
210-771-7903 Mark Menendez integrity. Security benefit!” “Plan it. Do it. Avid Wealth”
ranac@expressinfo.com Bertuzzi-Torres Wealth SVP, Wealth Financial Advisor Caleb Ross
www.expressinfo.com Management Group 210-370-6134 Area Marketing Manager INSURANCE/MEDICAL
“Leaders in Healthcare Software (HHH Gold Sponsor) mark.menendez@bbva.com 972-989-2238 HEALTHCARE BANKING Express Information Systems MALPRACTICE
& Consulting” We specialize in simplifying your www.bbvacompass.com caleb.ross@touchstoneimaging.com (HHH Gold Sponsor)

personal and professional life. "Creating Opportunities" Angela Shutt Regions Bank With over 29 years’ experience,
we understand that real-time visi-
ATTORNEYS We are dedicated wealth Area Operations Manager (HHH Gold Sponsor) bility into your financial data is
Regions Financial Corporation is a
managers who offer diverse BB&T 512-915-5129 member of the S&P 500 Index BankMD critical. Our browser-based Texas Medical Liability Trust
financial solutions for discerning (HH Silver Sponsor) angela.shutt@touchstoneimaging.com and is one of the nation’s largest (HHH Gold Sponsor) healthcare accounting solutions (HHHH 10K Platinum Sponsor)
healthcare professionals, Banking Services, Strategic www.touchstoneimaging.com provide accurate, multi-dimen- Texas Medical Liability Trust is a
Kreager Mitchell including asset protection, Credit, Financial Planning Serv- "Touchstone Imaging provides full-service providers of consumer Our Mission is your Success. We sional reporting that helps you not-for-profit health care liability
(HHH Gold Sponsor) lending and estate planning. ices, Risk Management Services, outpatient radiology services to and commercial banking, wealth are the ONLY Physician-Focused accommodate further growth and claim trust providing malpractice
At Kreager Mitchell, our healthcare Mike Bertuzzi Investment Services, Trust & Es- the San Antonio community." management and mortgage Bank in the Country drive your practice forward. insurance products to the physi-
practice works with physicians to First Vice President Senior tate Services -- BB&T offers solu- products and services. Moses Luevano, President Rana Camargo cians of Texas. Currently, we pro-
offer the best representation pos- Financial Advisor tions to help you reach your FINANCIAL ADVISOR Jake Pustejovsky 512.547.6065 Senior Account Manager tect more than 18,000 physicians
sible in providing industry specific 210-278-3828 financial goals and plan for a Commercial Relationship Man- mdl@bankmd.com 210-771-7903 in all specialties who practice in all
solutions. From business transac- Michael_bertuzzi@ml.com sound financial future Elizabeth Olney with Edward Jones ager Chris McCorkle ranac@expressinfo.com areas of the state. TMLT is a rec-
tions to physician contracts, our Ruth Torres Claudia E. Hinojosa (HH Silver Sponsor) (830)302.6336 Director of Healthcare Banking www.expressinfo.com ommended partner of the Bexar
team can help you in making the Financial Advisor Wealth Advisor We learn your individual needs so Jake.Pustejovsky@Regions.com 210.253.0550 “Leaders in Healthcare Software County Medical Society and is en-
right decision for your practice. 210-278-3828 210-248-1583 we can develop a strategy to help Blake M. Pullin cm@bankmd.com & Consulting” dorsed by the Texas Medical Asso-
Michael L. Kreager Ruth.torres@ml.com CHinojosa@BBandT.com you achieve your financial goals. Vice President - Mortgage Bank- www.BankMD.com ciation, the Texas Academy of
210-283-6227 http://fa.ml.com/bertuzzi-torres https://www.bbt.com/wealth/star Join the nearly 7 million investors ing “Specialized, Simple, Reliable” Family Physicians, and the Dallas,

mkreager@kreagermitchell.com t.page who know. Contact me to develop Regions Mortgage - INSURANCE Harris, Tarrant and Travis county
Bruce M. Mitchell BANKING "All we see is you" an investment strategy that makes NMLS#1031149 Amegy Bank of Texas medical societies.
210-283-6228 sense for you. (512)766.LOAN(5626) (HH Silver Sponsor) Patty Spann
bmitchell@kreagermitchell.com Synergy Federal Credit Union Elizabeth Olney, Financial Advisor blake.pullin@regions.com We believe that any great 512-425-5932
www.kreagermitchell.com (HH Silver Sponsor) 210-858-5880 Fred R. Kelley relationship starts with five core patty-spann@tmlt.org
“Client-centered legal counsel with Looking for low loan rates for mort- Elizabeth.olney@edwardjones.com Business Banking Relationship values: Attention, Accountability, TMA Insurance Trust www.tmlt.org
integrity and inspired solutions” gages and vehicles? We've got www.edwardjones.com/elizabeth-olney Manager Appreciation, Adaptability and (HHHH 10K Platinum Sponsor) Recommended partner of the
Broadway Bank them for you. We provide a full "Making Sense of Investing" (512)226-0208 Attainability. We work hard and Created and endorsed by the Bexar County Medical Society
(HHH Gold Sponsor) suite of digital and traditional fi- www.Regions.com together with our clients to Texas Medical Association (TMA),
Healthcare banking experts with a nancial products, designed to help accomplish great things. the TMA Insurance Trust helps
Physicians get the banking serv- Jeanne Bennett
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34 SAN ANTONIO MEDICINE • March 2021 Visit us at www.bcms.org 35