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PHYSICIANS PURCHASING DIRECTORY

Support BCMS by supporting the following sponsors.
Please ask your practice manager to use the Physicians Purchasing Directory as a reference
when services or products are needed.

ACCOUNTING FIRMS ASSETT WEALTH suite of digital and traditional fi- FINANCIAL ADVISORS
MANAGEMENT nancial products, designed to help
Physicians get the banking serv-
ices they need.

Sol Schwartz & Associates P.C. Synergy FCU Member Services
(HHH Gold Sponsor) 210-750-8333 Oakwell Private Wealth
Sol Schwartz & Associates is the Bertuzzi-Torres Wealth info@synergyfcu.org Management
premier accounting firm for San Management Group www.synergyfcu.org (HHH Gold Sponsor)
Antonio-area medical practices (HHH Gold Sponsor) “Once a member, always a Oakwell Private Wealth Manage-
and specializes in helping physi- We specialize in simplifying your member. Join today!” ment is an independent financial
cians and their management personal and professional life. advisory firm with a proven track
teams maximize their financial ef- We are dedicated wealth record of providing tailored finan-
fectiveness. managers who offer diverse BUSINESS CONSULTING cial planning and wealth manage-
Jim Rice, CPA financial solutions for discerning ment services to those within the
210-384-8000, ext. 112 healthcare professionals, medical community.
jprice@ssacpa.com including asset protection, Brian T. Boswell, CFP®, QKA
www.ssacpa.com lending and estate planning. Senior Private Wealth Advisor
“Dedicated to working with Mike Bertuzzi Medical Financial Group 512-649-8113
physicians and physician groups.” First Vice President Senior (★★★ Gold Sponsor) SERVICE@OAKWELLPWM.COM
Financial Advisor Healthcare & Financial Profession- www.oakwellpwm.com
210-278-3828 als providing core solutions to “More Than Just Your Advisor,
ACCOUNTING SOFTWARE Michael_bertuzzi@ml.com Physicians from one proven We're Your Wealth Management
Ruth Torres source. CEO is Jesse Gonzales, Partner”
Financial Advisor CPA, MBA Controller & past CFO
210-278-3828 of (2) Fortune 500 companies, Elizabeth Olney with Edward Jones
Ruth.torres@ml.com Past Board President of Commu- (HH Silver Sponsor)
Express Information Systems http://fa.ml.com/bertuzzi-torres nicare Health Systems. We learn your individual needs so

(HHH Gold Sponsor) Jesse Gonzales, CEO CPA, MBA we can develop a strategy to help
With over 29 years’ experience, BANKING 210-846-9415 you achieve your financial goals.
we understand that real-time visi- information@medicalfgtx.com Join the nearly 7 million investors
bility into your financial data is Linda Noltemeier-Jones Director who know. Contact me to develop
critical. Our browser-based of Operations an investment strategy that makes
healthcare accounting solutions 210-557-9044 sense for you.
provide accurate, multi-dimen- lindanj@medicalfgtx.com Elizabeth Olney, Financial Advisor
sional reporting that helps you Broadway Bank www.medicalfgtx.com 210-858-5880
accommodate further growth and (HHH Gold Sponsor) “Let’s start with Free Evaluation Elizabeth.olney@edwardjones.com
drive your practice forward. Healthcare banking experts with a and Consultation from our Team www.edwardjones.com/elizabeth-olney
Rana Camargo private banking team committed to of Professionals” "Making Sense of Investing"
Senior Account Manager supporting the medical community.
210-771-7903 Shawn P. Hughes, JD
ranac@expressinfo.com Senior Vice President, CREDENTIALS FINANCIAL SERVICES
www.expressinfo.com Private Banking VERIFICATION
“Leaders in Healthcare Software 210-283-5759 ORGANIZATION
& Consulting” shughes@broadway.bank

www.broadwaybank.com Bertuzzi-Torres Wealth
ATTORNEYS “We’re here for good.”
Management Group
( Gold Sponsor)
Bexar Credentials Verification, Inc. We specialize in simplifying your
(HHHH 10K Platinum Sponsor) personal and professional life. We
Kreager Mitchell Bexar Credentials Verification Inc.
(HHH Gold Sponsor) provides primary source verification are dedicated wealth managers
At Kreager Mitchell, our healthcare The Bank of San Antonio of credentials data that meets The who offer diverse financial solu-
practice works with physicians to (HHH Gold Sponsor) Joint Commission (TJC) and the Na- tions for discerning healthcare
offer the best representation pos- We specialize in insurance and tional Committee for Quality Assur- professionals, including asset pro-
sible in providing industry specific banking products for physician ance (NCQA) standards for health tection, lending & estate planning.
solutions. From business transac- groups and individual physicians. care entities. Mike Bertuzzi
tions to physician contracts, our Our local insurance professionals Betty Fernandez First Vice President Senior
team can help you in making the are some of the few agents in the Director of Operations Financial Advisor
right decision for your practice. state who specialize in medical 210-582-6355 210-278-3828
Michael L. Kreager malpractice and all lines of insur- Betty.Fernandez@bexarcv.com Michael_bertuzzi@ml.com
210-283-6227 ance for the medical community. www.BexarCV.com Ruth Torres
mkreager@kreagermitchell.com Brandi Vitier “Proudly serving the medical com- Financial Advisor
Bruce M. Mitchell 210-807-5581 munity since 1998” 210-278-3828
210-283-6228 brandi.vitier@thebankofsa.com Ruth.torres@ml.com
bmitchell@kreagermitchell.com www.thebankofsa.com http://fa.ml.com/bertuzzi-torres
www.kreagermitchell.com
“Client-centered legal counsel with Synergy Federal Credit Union
integrity and inspired solutions” (HH Silver Sponsor)
Looking for low loan rates for mort-
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them for you. We provide a full

32 SAN ANTONIO MEDICINE • June 2022