Page 35 - Layout 1
P. 35

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.
                                                                                                      continued on page 36

  34     SAN ANTONIO MEDICINE  • January 2021                                                Visit us at www.bcms.org     35
   30   31   32   33   34   35   36   37   38   39   40