Page 37 - Layout 1
P. 37
medical community. management and homebuying. Senior Vice President | Private critical. Our browser-based
Brian T. Boswell, CFP®, QKA For You Practice: HR administra- Banking healthcare accounting solutions
Senior Private Wealth Advisor tion, payroll, employee benefits, 210.343.4526 provide accurate, multi-dimen-
512-649-8113 insurance, and exit strategies. robert.lindley@amegybank.com sional reporting that helps you
SERVICE@OAKWELLPWM.COM SWBC’s services supporting Physi- Denise C. Smith accommodate further growth and
www.oakwellpwm.com cians and the Medical Society. Vice President | Private Banking drive your practice forward.
“More Than Just Your Advisor, Michael Leos Community 210.343.4502 Rana Camargo
We're Your Wealth Management Relations Manager Denise.C.Smith@amegybank.com Senior Account Manager
Partner” Cell: 201-279-2442 www.amegybank.com 210-771-7903
Office: 210-376-3318 “Community banking partnership” ranac@expressinfo.com
Elizabeth Olney with Edward Jones mleos@swbc.com www.expressinfo.com
(HH Silver Sponsor) swbc.com “Leaders in Healthcare Software
We learn your individual needs so HEALTHCARE TECHNOLOGY & Consulting”
we can develop a strategy to help HEALTHCARE BANKING SOLUTIONS SUPPLIER
you achieve your financial goals. INSURANCE
Join the nearly 7 million investors
who know. Contact me to develop
an investment strategy that makes
sense for you. BankMD Nitric Oxide innovations LLC,
Elizabeth Olney, Financial Advisor (HHH Gold Sponsor) (★★★ Gold Sponsor) TMA Insurance Trust
210-858-5880 Our Mission is your Success. We (NOi) develops nitric oxide-based (HHHH 10K Platinum Sponsor)
Elizabeth.olney@edwardjones.com are the ONLY Physician-Focused therapeutics that prevent & treat Created and endorsed by the
www.edwardjones.com/elizabeth-olney Bank in the Country human disease. Our patented ni- Texas Medical Association (TMA),
"Making Sense of Investing" Moses Luevano, President tric oxide delivery platform in-
the TMA Insurance Trust helps
512.547.6065 cludes drug therapies for COVID physicians, their families and their
FINANCIAL SERVICES mdl@bankmd.com 19, heart disease, Pulmonary hy- employees get the insurance cov-
Chris McCorkle pertension & topical wound care. erage they need.
Director of Healthcare Banking info@NitricOxideInnovations.com Wendell England
210.253.0550 (512) 773-9097 512-370-1746
cm@bankmd.com www.NitricOxideInnovations.com wengland@tmait.org
Bertuzzi-Torres Wealth www.BankMD.com James Prescott
Management Group “Specialized, Simple, Reliable” HOSPITALS/ HEALTHCARE 512-370-1776
( Gold Sponsor) FACILITIES jprescott@tmait.org
We specialize in simplifying your www.tmait.org
personal and professional life. We “We offer BCMS members a free
are dedicated wealth managers First Citizens Bank insurance portfolio review.”
who offer diverse financial solu- (HHH Gold Sponsor)
tions for discerning healthcare We’re a family bank — led for
professionals, including asset pro- three generations by the same UT Health San Antonio MD
tection, lending & estate planning. family-but first and foremost a re- Anderson Cancer Center,
Mike Bertuzzi lationship bank. We get to know (HHH Gold Sponsor) Humana
First Vice President Senior you. We want to understand you UT Health San Antonio MD Ander- (HHH Gold Sponsor)
Financial Advisor and help you with your banking. son Cancer Center, is the only Humana is a leading health and
210-278-3828 Stephanie Dick NCI-designated Cancer Center in well-being company focused on
Michael_bertuzzi@ml.com Commercial Banker South Texas. Our physicians and making it easy for people to
Ruth Torres 210-744-4396 scientists are dedicated to finding achieve their best health with
Financial Advisor stephanie.dick@firstcitizens.com better ways to prevent, diagnose clinical excellence through
210-278-3828 Danette Castaneda and treat cancer through life- coordinated care.
Ruth.torres@ml.com Business Banking Specialist changing discoveries that lead to Jon Buss:
http://fa.ml.com/bertuzzi-torres 512.797.5129 more treatment options. 512-338-6167
Danette.castaneda@firstciti- Laura Kouba Manager, Jbuss1@humana.com
zens.com Physician Relations Shamayne Kotfas:
https://commercial.firstcitizens.co 210-265-7662 512-338-6103
m/tx/austin/stephanie-dick NorrisKouba@uthscsa.edu skotfas@humana.com
Aspect Wealth Management “People Bank with People” Lauren Smith, Manager, www.humana.com
(HHH Gold Sponsor) “Your Practice, Our Promise” Marketing & Communications
We believe wealth is more than 210-450-0026 INSURANCE/MEDICAL
money, which is why we improve Amegy Bank of Texas SmithL9@uthscsa.edu MALPRACTICE
and simplify the lives of our clients, (HH Silver Sponsor) Cancer.uthscsa.edu
granting them greater satisfaction, We believe that any great Appointments: 210-450-1000
confidence and freedom to relationship starts with five core UT Health San Antonio MD An-
achieve more in life. values: Attention, Accountability, derson Cancer Center
Jeffrey Allison Appreciation, Adaptability and 7979 Wurzbach Road Texas Medical Liability Trust
210-268-1530 Attainability. We work hard and San Antonio, TX 78229 (HHHH 10K Platinum Sponsor)
jallison@aspectwealth.com together with our clients to With more than 20,000 health care
www.aspectwealth.com accomplish great things. INFORMATION AND professionals in its care, Texas
“Get what you deserve … Jeanne Bennett TECHNOLOGIES Medical Liability Trust (TMLT) pro-
maximize your Social EVP | Private Banking Manager vides malpractice insurance and
Security benefit!” 210 343 4556 related products to physicians. Our
purpose is to make a positive im-
Jeanne.bennett@amegybank.com pact on the quality of health care
Karen Leckie for patients by educating, protect-
Senior Vice President | Private Express Information Systems ing, and defending physicians.
SWBC Banking (HHH Gold Sponsor) Patty Spann
(HHH Gold Sponsor) 210.343.4558 With over 29 years’ experience, 512-425-5932
SWBC for Personal and Practice: karen.leckie@amegybank.com we understand that real-time visi- patty-spann@tmlt.org
Physician programs for wealth Robert Lindley bility into your financial data is www.tmlt.org
continued on page 38
Visit us at www.bcms.org 37