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PHYSICIANS PURCHASING DIRECTORY


          Support the BCMS by supporting the following sponsors.                                                                      FINANCIAL SERVICES        management and mortgage   Jeanne Bennett             the TMA Insurance Trust helps
          Please ask your practice manager to use the Physicians Purchasing Directory as a reference                                                            products and services.    EVP | Private Banking Manager   physicians, their families and their
                                                                                                                                                                Jake Pustejovsky          210 343 4556               employees get the insurance cov-
          when services or products are needed.                                                                                                                 Commercial Relationship Man-  Jeanne.bennett@amegybank.com   erage they need.
                                                                                                                                                                ager                      Karen Leckie               Wendell England
           ACCOUNTING FIRMS                                     private banking team committed to   Claudia E. Hinojosa               Bertuzzi-Torres Wealth    (830)302.6336             Senior Vice President  | Private   512-370-1746
                                                                supporting the medical community.   Wealth Advisor                    Management Group          Jake.Pustejovsky@Regions.com   Banking               wengland@tmait.org
                                      Norton Rose Fulbright                                                                           ( Gold Sponsor)        Blake M. Pullin           210.343.4558               James Prescott
                                      (HHH Gold Sponsor)        Ken Herring               210-248-1583                                We specialize in simplifying your   Vice President - Mortgage Bank-  karen.leckie@amegybank.com   512-370-1776
                                      Norton Rose Fulbright is a global   210-283-4026    CHinojosa@BBandT.com                        personal and professional life. We   ing            Robert Lindley             jprescott@tmait.org
           Sol Schwartz & Associates P.C.   law firm. We provide the world’s   kherring@broadwaybank.com   https://www.bbt.com/wealth/star  are dedicated wealth managers   Regions Mortgage -   Senior Vice President  | Private   www.tmait.org
                                                                www.broadwaybank.com
                                                                                          t.page
           (HHH Gold Sponsor)         preeminent corporations and fi-  “We’re here for good.”    "All we see is you"                  who offer diverse financial solu-  NMLS#1031149     Banking                    “We offer BCMS members a free
           Celebrating our 40th anniversary,   nancial institutions with a full                                                       tions for discerning healthcare   (512)766.LOAN(5626)   210.343.4526           insurance portfolio review.”
           our detailed knowledge of med-  business law service.  We deliver                                                          professionals, including asset pro-  blake.pullin@regions.com   robert.lindley@amegybank.com
           ical practices helps our clients   over 150 lawyers in the US fo-              BUSINESS CONSULTING                         tection, lending & estate planning.   Fred R. Kelley    Denise C. Smith
           achieve a healthy balance of fi-  cused on the life sciences and   Synergy Federal Credit Union                            Mike Bertuzzi             Business Banking Relationship   Vice President | Private Banking
           nancial, operational, clinical and   healthcare sector.   (HHH Gold Sponsor)   Waechter Consulting Group                   First Vice President Senior    Manager              210.343.4502
           personal well-being.       Mario Barrera             Looking for low loan rates for mort-  (HH Silver Sponsor)             Financial Advisor         (512)226-0208             Denise.C.Smith@amegybank.com   Humana
           Jim Rice, CPA              Employment & Labor        gages and vehicles? We've got   Want to grow your practice?  Let      210-278-3828              www.Regions.com           www.amegybank.com          (HHH Gold Sponsor)
           210-384-8000, ext. 112     210 270 7125              them for you. We provide a full   our experienced team customize a    Michael_bertuzzi@ml.com                             “Community banking partnership”   Humana is a leading health and
           jprice@ssacpa.com          mario.barrera@nortonroseful-  suite of digital and traditional fi-  growth strategy just for you.     Ruth Torres                                                              well-being company focused on
           www.ssacpa.com             bright.com                nancial products, designed to help   Utilizing marketing and business   Financial Advisor                                 HEALTHCARE TECHNOLOGY      making it easy for people to
           “Dedicated to working with   Charles Deacon          Physicians get the banking serv-  development tactics, we create a    210-278-3828                                        SOLUTIONS SUPPLIER         achieve their best health with
           physicians and physician groups.”   Life Sciences and Healthcare               plan tailored to your needs!                                          SWBC                                                 clinical excellence through
                                      210 270 7133              ices they need.           Michal Waechter, Owner                      Ruth.torres@ml.com
                                      charlie.deacon@nortonroseful-  Synergy FCU Member Services    (210) 913-4871                    http://fa.ml.com/bertuzzi-torres   (HHH Gold Sponsor)   GHA TECHNOLOGIES, INC   coordinated care.
           ACCOUNTING SOFTWARE        bright.com                (210) 750-8333            Michal@WaechterConsulting.com                                         SWBC for Personal and Practice:   (HH Silver Sponsor)   Jon Buss:
                                                                                                                                                                Physician programs for wealth
                                                                                                                                                                                          Focus on lifelong relationships with
                                                                                                                                                                                                                     512-338-6167
                                      Katherine Tapley          info@synergyfcu.org       “YOUR goals, YOUR timeline,                                           management and homebuying;   Medical IT Professionals as a mission   Jbuss1@humana.com
                                      Real Estate               www.synergyfcu.org        YOUR success.  Let’s grow your                                        For Your Practice: HR administra-  critical, healthcare solutions & tech-  Shamayne Kotfas:

                                      210 270 7191              “Once a member, always a    practice together”                         Aspect Wealth Management   tion, payroll, employee benefits,   nology hardware & software sup-  512-338-6103
                                      katherine.tapley@nortonroseful-  member.  Join today!”                                                                    property insurance, and exit   plier.  Access to over 3000 different   skotfas@humana.com
           Express Information Systems   bright.com                                       DIAGNOSTIC IMAGING                          (HHH Gold Sponsor)
           (HHH Gold Sponsor)         www.nortonrosefulbright.com                                                                     We believe wealth is more than   strategies. SWBC family of serv-  medical technology & IT vendors.   www.humana.com
           With over 29 years’ experience,   “In 2016, we received a Tier 1 na-                                                       money, which is why we improve   ices supporting Physicians and   Pedro Ledezma
           we understand that real-time visi-  tional ranking for healthcare law                                                      and simplify the lives of our clients,   the Medical Society.     Technical Sales Representative   OSMA Health
           bility into your financial data is   according to US News & World                                                          granting them greater satisfaction,   Jon Tober     210-807-9234               (HH Silver Sponsor)
           critical. Our browser-based   Report and Best Lawyers”   The Bank of San Antonio   Touchstone Medical Imaging              confidence and freedom to    SWBC Mortgage, Sr. Loan Officer   pedro.ledezma@gha-associ-  Health Benefits designed by
           healthcare accounting solutions                      (HHH Gold Sponsor)        (HHH Gold Sponsor)                          achieve more in life.     NMLS# 212945              ates.com                   Physicians for Physicians.
           provide accurate, multi-dimen-  ASSETT WEALTH        We specialize in insurance and   To offer patients and physicians     Jeffrey Allison           (210) 317-7431            www.gha-associates.com     Fred Cartier
           sional reporting that helps you   MANAGEMENT         banking products for physician   the highest quality outpatient       210-268-1530              jon.tober@swbc.com        “When Service & Delivery   Vice President Sales
           accommodate further growth and                       groups and individual physicians.    imaging services, and to support   jallison@aspectwealth.com   Deborah Marino        Count!”                    (214) 540-1511

           drive your practice forward.                         Our local insurance professionals   them with a deeply instilled work   www.aspectwealth.com    SWBC Employee Benefits                               fcartier@abadmin.com
           Rana Camargo                                         are some of the few agents in the   ethic of personal service and     “Get what you deserve …    Consulting Group, Insurance    INFORMATION AND      www.osmahealth.com
           Senior Account Manager                               state who specialize in medical   integrity.                          maximize your Social      Services, SWBC Wealth     TECHNOLOGIES               “People you know Coverage you
           210-771-7903                                         malpractice and all lines of insur-  Caleb Ross                       Security benefit!”        Management and PEO                                   can trust”
           ranac@expressinfo.com      Bertuzzi-Torres Wealth    ance for the medical community.   Area Marketing Manager                                        (210) 525-1241
           www.expressinfo.com        Management Group          Brandi Vitier,            972-989-2238                                                          DMarino@swbc.com
           “Leaders in Healthcare Software   (HHH Gold Sponsor)   210-807-5581            caleb.ross@touchstoneimaging.com                                                                                           INSURANCE/MEDICAL
           & Consulting”              We specialize in simplifying your   brandi.vitier@thebankofsa.com   Angela Shutt                                          Avid Wealth Partners      Express Information Systems   MALPRACTICE

                                                                                                                                                                (HH Silver Sponsor)
                                      personal and professional life.    www.thebankofsa.com   Area Operations Manager                Elizabeth Olney with      The only financial firm that works   (HHH Gold Sponsor)
                                                                                                                                                                                          With over 29 years’ experience,
           ATTORNEYS                  We are dedicated wealth                             512-915-5129                                Edward Jones              like physicians, for physicians, to   we understand that real-time visi-
                                                                                                                                      ( Gold Sponsor)
                                      managers who offer diverse    BBVA Compass          angela.shutt@touchstoneimaging.com          We learn your individual needs so   bring clarity and confidence in an   bility into your financial data is
                                      financial solutions for discerning   (HH Silver Sponsor)   www.touchstoneimaging.com            we can develop a strategy to help   age of clutter and chaos. You de-  critical. Our browser-based   Texas Medical Liability Trust
                                      healthcare professionals,   We are committed to fostering our   "Touchstone Imaging provides                              serve to be understood and well-  healthcare accounting solutions   (HHHH 10K Platinum Sponsor)
           Kreager Mitchell           including asset protection,    clients’ confidence in their finan-  outpatient radiology services to   you achieve your financial goals.   served by a team that's   provide accurate, multi-dimen-  Texas Medical Liability Trust is a
           (HHH Gold Sponsor)         lending and estate planning.   cial future through exceptional   the San Antonio community."    Join the nearly 7 million investors   committed to helping you avidly   sional reporting that helps you   not-for-profit health care liability
           At Kreager Mitchell, our healthcare   Mike Bertuzzi   service, proactive advice, and cus-                                  who know. Contact me to de-  pursue the future you want, and   accommodate further growth and   claim trust providing malpractice
           practice works with physicians to   First Vice President Senior    tomized solutions in cash manage-  FINANCIAL ADVISOR    velop an investment strategy that   that's our difference.    drive your practice forward.   insurance products to the physi-
           offer the best representation pos-  Financial Advisor   ment, lending, investments,                                        makes sense for you.      Eric Kala CFP®, CIMA®, AEP®,   Rana Camargo          cians of Texas. Currently, we pro-
           sible in providing industry specific   210-278-3828   insurance, and trust services.                                       Elizabeth Olney           CLU®, CRPS®               Senior Account Manager     tect more than 18,000 physicians
           solutions. From business transac-  Michael_bertuzzi@ml.com   Mark Menendez                                                 Financial Advisor         CEO | Wealth Advisor      210-771-7903               in all specialties who practice in all
           tions to physician contracts, our   Ruth Torres      SVP, Wealth Financial Advisor                                         210-858-5880              210.864.3350              ranac@expressinfo.com      areas of the state. TMLT is a rec-
           team can help you in making the   Financial Advisor   210-370-6134             Elizabeth Olney with Edward Jones           Elizabeth.olney@edwardjones.com    eric@avidwp.com   www.expressinfo.com       ommended partner of the Bexar
           right decision for your practice.   210-278-3828     mark.menendez@bbva.com    ( Gold Sponsor)                          www.edwardjones.com/eliza-  avidwp.com              “Leaders in Healthcare Software   County Medical Society and is en-
           Michael L. Kreager         Ruth.torres@ml.com        www.bbvacompass.com       We learn your individual needs so           beth-olney                “Plan it.  Do it.  Avid Wealth”   & Consulting”      dorsed by the Texas Medical Asso-
           210-283-6227               http://fa.ml.com/bertuzzi-torres   "Creating Opportunities"   we can develop a strategy to help   "Making Sense of Investing"                                                  ciation, the Texas Academy of

           mkreager@kreagermitchell.com                                                   you achieve your financial goals.                                     HEALTHCARE BANKING                                   Family Physicians, and the Dallas,
           Bruce M. Mitchell          BANKING                   BB&T                      Join the nearly 7 million investors                                                             INSURANCE                  Harris, Tarrant and Travis county
           210-283-6228                                         (HH Silver Sponsor)       who know. Contact me to develop                                       Amegy Bank of Texas                                  medical societies.
           bmitchell@kreagermitchell.com                        Banking Services, Strategic   an investment strategy that makes                                 (HH Silver Sponsor)                                  Patty Spann
           www.kreagermitchell.com                              Credit, Financial Planning Serv-  sense for you.                      Regions Bank              We believe that any great                            512-425-5932
           “Client-centered legal counsel with                  ices, Risk Management Services,   Elizabeth Olney, Financial Advisor    (HHH Gold Sponsor)      relationship starts with five core                   patty-spann@tmlt.org
           integrity and inspired solutions”                    Investment Services, Trust & Es-  210-858-5880                        Regions Financial Corporation is a   values:  Attention, Accountability,   TMA Insurance Trust   www.tmlt.org
                                      Broadway Bank             tate Services -- BB&T offers solu-  Elizabeth.olney@edwardjones.com    member of the S&P 500 Index   Appreciation, Adaptability and   (HHHH 10K Platinum Sponsor)   Recommended partner of the
                                      (HHH Gold Sponsor)        tions to help you reach your   www.edwardjones.com/elizabeth-olney    and is one of the nation’s largest   Attainability. We work hard and   Created and endorsed by the   Bexar County Medical Society
                                      Healthcare banking experts with a   financial goals and plan for a   "Making Sense of Investing"    full-service providers of consumer   together with our clients to    Texas Medical Association (TMA),
                                                                sound financial future                                                and commercial banking, wealth   accomplish great things.
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         34     SAN ANTONIO MEDICINE  • January 2021                                                                                                                                                                 Visit us at www.bcms.org     35
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