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PHYSICIANS PURCHASING DIRECTORY


          Support the BCMS by supporting the following sponsors.                                                                                                “People Bank with People”    Lauren Smith, Manager,
                                                                                                                                                                “Your Practice, Our Promise”    Marketing & Communications
          Please ask your practice manager to use the Physicians Purchasing Directory as a reference                                                                                      210-450-0026               Humana
          when services or products are needed.                                                                                        Aspect Wealth Management   Amegy Bank of Texas     SmithL9@uthscsa.edu        (HHH Gold Sponsor)
                                                                                                                                      (HHH Gold Sponsor)        (HH Silver Sponsor)       Cancer.uthscsa.edu         Humana is a leading health and
                                                                                                                                      We believe wealth is more than   We believe that any great    Appointments: 210-450-1000   well-being company focused on
           ACCOUNTING FIRMS           ASSETT WEALTH             groups and individual physicians.   Director of Operations            money, which is why we improve   relationship starts with five core   UT Health San Antonio MD An-  making it easy for people to
                                      MANAGEMENT                Our local insurance professionals   210-582-6355                      and simplify the lives of our clients,   values:  Attention, Accountability,   derson Cancer Center   achieve their best health with
                                                                are some of the few agents in the   Betty.Fernandez@bexarcv.com       granting them greater satisfaction,   Appreciation, Adaptability and   7979 Wurzbach Road   clinical excellence through
                                                                state who specialize in medical   www.BexarCV.com                     confidence and freedom to    Attainability. We work hard and   San Antonio, TX 78229   coordinated care.
                                                                malpractice and all lines of insur-  “Proudly serving the medical com-  achieve more in life.   together with our clients to
           Sol Schwartz & Associates P.C.                       ance for the medical community.   munity since 1998”                  Jeffrey Allison                                                                Jon Buss:
           (HHH Gold Sponsor)                                   Brandi Vitier,                                                        210-268-1530              accomplish great things.                             512-338-6167
           Sol Schwartz & Associates is the   Bertuzzi-Torres Wealth    210-807-5581                                                  jallison@aspectwealth.com   Jeanne Bennett          INFORMATION AND            Jbuss1@humana.com
           premier accounting firm for San   Management Group   brandi.vitier@thebankofsa.com   FINANCIAL ADVISORS                    www.aspectwealth.com      EVP | Private Banking Manager   TECHNOLOGIES         Shamayne Kotfas:
           Antonio-area medical practices   (HHH Gold Sponsor)   www.thebankofsa.com                                                  “Get what you deserve …    210-343-4556                                        512-338-6103
           and specializes in helping physi-  We specialize in simplifying your                                                       maximize your Social      Jeanne.bennett@amegybank.com                         skotfas@humana.com
           cians and their management   personal and professional life.    Synergy Federal Credit Union                               Security benefit!”        Karen Leckie                                         www.humana.com
           teams maximize their financial ef-  We are dedicated wealth    (HH Silver Sponsor)                                                                   Senior Vice President  | Private   Express Information Systems
           fectiveness.               managers who offer diverse    Looking for low loan rates for mort-  Oakwell Private Wealth                                Banking                   (HHH Gold Sponsor)         INSURANCE/MEDICAL
           Jim Rice, CPA              financial solutions for discerning   gages and vehicles? We've got   Management                                           210-343-4558              With over 29 years’ experience,   MALPRACTICE
           210-384-8000, ext. 112     healthcare professionals,   them for you. We provide a full   (HHH Gold Sponsor)                                          karen.leckie@amegybank.com   we understand that real-time visi-
           jprice@ssacpa.com          including asset protection,    suite of digital and traditional fi-  Oakwell Private Wealth Manage-  SWBC                 Robert Lindley            bility into your financial data is
           www.ssacpa.com             lending and estate planning.   nancial products, designed to help   ment is an independent financial   (HHH Gold Sponsor)   Senior Vice President  | Private   critical. Our browser-based
           “Dedicated to working with   Mike Bertuzzi           Physicians get the banking serv-  advisory firm with a proven track   SWBC for Personal and Practice:   Banking           healthcare accounting solutions
           physicians and physician groups.”   First Vice President Senior                record of providing tailored finan-                                   210-343-4526              provide accurate, multi-dimen-  Texas Medical Liability Trust
                                      Financial Advisor         ices they need.           cial planning and wealth manage-            Physician programs for wealth   robert.lindley@amegybank.com   sional reporting that helps you   (HHHH 10K Platinum Sponsor)
                                      210-278-3828              Synergy FCU Member Services    ment services to those within the      management and homebuying.   Denise C. Smith        accommodate further growth and   With more than 20,000 health care
           ACCOUNTING SOFTWARE        Michael_bertuzzi@ml.com   210-750-8333              medical community.                          For You Practice: HR administra-  Vice President | Private Banking   drive your practice forward.   professionals in its care, Texas
                                      Ruth Torres               info@synergyfcu.org       Brian T. Boswell, CFP®, QKA                 tion, payroll, employee benefits,   210-343-4502    Rana Camargo               Medical Liability Trust (TMLT) pro-
                                      Financial Advisor         www.synergyfcu.org        Senior Private Wealth Advisor               insurance, and exit strategies.   Denise.C.Smith@amegybank.com   Senior Account Manager   vides malpractice insurance and
                                      210-278-3828              “Once a member, always a    512-649-8113                              SWBC’s services supporting Physi-  www.amegybank.com   210-771-7903            related products to physicians. Our
                                      Ruth.torres@ml.com        member.  Join today!”     SERVICE@OAKWELLPWM.COM                      cians and the Medical Society.   “Community banking partnership”   ranac@expressinfo.com   purpose is to make a positive im-

           Express Information Systems   http://fa.ml.com/bertuzzi-torres                 www.oakwellpwm.com                          Michael Leos Community                              www.expressinfo.com        pact on the quality of health care

           (HHH Gold Sponsor)                                   BUSINESS CONSULTING       “More Than Just Your Advisor,               Relations Manager           HEALTHCARE TECHNOLOGY   “Leaders in Healthcare Software   for patients by educating, protect-
           With over 29 years’ experience,   BANKING                                      We're Your Wealth Management                Cell: 201-279-2442        SOLUTIONS SUPPLIER        & Consulting”              ing, and defending physicians.
           we understand that real-time visi-                                             Partner”                                    Office: 210-376-3318                                                           Patty Spann
           bility into your financial data is                                                                                         mleos@swbc.com                                                                 512-425-5932
           critical. Our browser-based                                                    Elizabeth Olney with Edward Jones           swbc.com                                            INSURANCE                  patty-spann@tmlt.org
           healthcare accounting solutions   BankMD             Medical Financial Group    (HH Silver Sponsor)                                                                                                       www.tmlt.org
           provide accurate, multi-dimen-  (HHH Gold Sponsor)   (★★★ Gold Sponsor)        We learn your individual needs so                                                                                          Recommended partner of the
           sional reporting that helps you   Our Mission is your Success. We   Healthcare & Financial Profession-  we can develop a strategy to help   HEALTHCARE BANKING   Nitric Oxide innovations LLC,            Bexar County Medical Society
           accommodate further growth and   are the ONLY Physician-Focused   als providing core solutions to   you achieve your financial goals.                (★★★ Gold Sponsor)
           drive your practice forward.   Bank in the Country   Physicians from one proven   Join the nearly 7 million investors                                (NOi) develops nitric oxide-based   TMA Insurance Trust
           Rana Camargo               Moses Luevano, President   source. CEO is Jesse Gonzales,   who know. Contact me to develop                               therapeutics that prevent and   (HHHH 10K Platinum Sponsor)
           Senior Account Manager     512-547-6065              CPA, MBA Controller & past CFO   an investment strategy that makes                              treat human disease. Our   Created and endorsed by the
           210-771-7903               mdl@bankmd.com            of (2) Fortune 500 companies,   sense for you.                        BankMD                    patented nitric oxide delivery   Texas Medical Association (TMA),   The Bank of San Antonio
           ranac@expressinfo.com      Chris McCorkle            Past Board President of Commu-  Elizabeth Olney, Financial Advisor    (HHH Gold Sponsor)        platform includes drug therapies   the TMA Insurance Trust helps   Insurance Group, Inc.
           www.expressinfo.com        Director of Healthcare Banking   nicare Health Systems.   210-858-5880                          Our Mission is your Success. We   for COVID 19, heart disease, Pul-  physicians, their families and their   (HHH Gold Sponsor)
           “Leaders in Healthcare Software   210-253-0550       Jesse Gonzales, CEO CPA, MBA   Elizabeth.olney@edwardjones.com        are the ONLY Physician-Focused   monary hypertension and topical   employees get the insurance cov-  We specialize in insurance and
           & Consulting”              cm@bankmd.com             210-846-9415              www.edwardjones.com/elizabeth-olney         Bank in the Country       wound care.               erage they need.           banking products for physician

                                                                                                                                                                info@NitricOxideInnovations.com
                                       www.BankMD.com           information@medicalfgtx.com   "Making Sense of Investing"             Moses Luevano, President   512-773-9097             Wendell England            groups and individual physicians.

                                                                                                                                      512-547-6065
           ATTORNEYS                  “Specialized, Simple, Reliable”   Linda Noltemeier-Jones Director     FINANCIAL SERVICES        mdl@bankmd.com            www.NitricOxideInnovations.com   512-370-1746        Our local insurance professionals
                                                                of Operations                                                         Chris McCorkle                                      wengland@tmait.org         are some of the few agents in the
                                                                210-557-9044                                                          Director of Healthcare Banking                      James Prescott             state who specialize in medical
                                                                lindanj@medicalfgtx.com                                               210-253-0550              HOSPITALS/ HEALTHCARE     512-370-1776               malpractice and all lines of insur-
           Kreager Mitchell                                     www.medicalfgtx.com                                                   cm@bankmd.com             FACILITIES                jprescott@tmait.org        ance for the medical community.
           (HHH Gold Sponsor)                                   “Let’s start with Free Evaluation                                     www.BankMD.com                                      www.tmait.org              Katy Brooks, CIC
           At Kreager Mitchell, our healthcare   Broadway Bank   and Consultation from our Team   Bertuzzi-Torres Wealth              “Specialized, Simple, Reliable”                     “We offer BCMS members a free   210-807-5593
           practice works with physicians to   (HHH Gold Sponsor)   of Professionals”     Management Group                                                                                insurance portfolio review.”   katy.brooks@bosainsurance.com
           offer the best representation pos-  Healthcare banking experts with a          ( Gold Sponsor)                                                                                                         www.thebankofsa.com
           sible in providing industry specific   private banking team committed to   CREDENTIALS    We specialize in simplifying your                                                                               “Serving the medical community.”
           solutions. From business transac-  supporting the medical community.   VERIFICATION    personal and professional life. We                            UT Health San Antonio MD
           tions to physician contracts, our   Shawn P. Hughes, JD   ORGANIZATION         are dedicated wealth managers               First Citizens Bank       Anderson Cancer Center,                              MedPro Group
           team can help you in making the   Senior Vice President,                       who offer diverse financial solu-           (HHH Gold Sponsor)        (HHH Gold Sponsor)                                   (HH Silver Sponsor)
           right decision for your practice.   Private Banking                            tions for discerning healthcare             We’re a family bank — led for   UT Health San Antonio MD Ander-  Guardian      Rated A++ by A.M. Best, MedPro
           Michael L. Kreager         210-283-5759                                        professionals, including asset pro-         three generations by the same   son Cancer Center, is the only   (★★★ Gold Sponsor)   Group has been offering customized
           210-283-6227               shughes@broadway.bank                               tection, lending & estate planning.         family-but first and foremost a re-  NCI-designated Cancer Center in   Live Confidently. Every financial   insurance, claims and risk solutions to
           mkreager@kreagermitchell.com   www.broadwaybank.com   Bexar Credentials Verification, Inc.   Mike Bertuzzi                 lationship bank. We get to know   South Texas. Our physicians and   dream deserves a well-crafted   the healthcare community since
           Bruce M. Mitchell          “We’re here for good.”    (HHHH 10K Platinum Sponsor)   First Vice President Senior             you. We want to understand you   scientists are dedicated to finding   plan.   1899. Visit MedPro to learn more.
           210-283-6228                                         Bexar Credentials Verification Inc.   Financial Advisor               and help you with your banking.   better ways to prevent, diagnose   Ned Hodge   Kirsten Baze
           bmitchell@kreagermitchell.com                        provides primary source verification   210-278-3828                   Stephanie Dick            and treat cancer through life-  210-332-3757         512-658-0262
           www.kreagermitchell.com                              of credentials data that meets The   Michael_bertuzzi@ml.com          Commercial Banker         changing discoveries that lead to   ned@nedhodge.com   Kirsten.Baze@medpro.com
           “Client-centered legal counsel with                  Joint Commission (TJC) and the Na-  Ruth Torres                       210-744-4396              more treatment options.   www.nedhodge.com |         www.medpro.com
           integrity and inspired solutions”   The Bank of San Antonio   tional Committee for Quality Assur-  Financial Advisor       stephanie.dick@firstcitizens.com   Laura Kouba Manager,    www.Opesone.com
                                      (HHH Gold Sponsor)        ance (NCQA) standards for health   210-278-3828                       https://commercial.firstcitizens.co  Physician Relations   “Take care of today then plan for
                                      We specialize in insurance and   care entities.     Ruth.torres@ml.com                          m/tx/austin/stephanie-dick   210-265-7662           tomorrow”
                                      banking products for physician   Betty Fernandez    http://fa.ml.com/bertuzzi-torres                                      NorrisKouba@uthscsa.edu
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         32     SAN ANTONIO MEDICINE  • February 2022                                                                                                                                                               Visit us at www.bcms.org     33
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