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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