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PHYSICIANS PURCHASING DIREC-

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 (HHHH 10K Platinum 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 CLINICAL DIAGNOSTICS 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 512-649-8113
physicians and physician groups.” First Vice President Senior Livingston Med Lab SERVICE@OAKWELLPWM.COM
Financial Advisor (HHHH 10K Platinum Sponsor) www.oakwellpwm.com
210-278-3828 High Complexity Clia/Cola accred- “More Than Just Your Advisor,
ACCOUNTING SOFTWARE Michael_bertuzzi@ml.com ited Laboratory providing White We're Your Wealth Management
Ruth Torres Glove Customer Service. We offer a Partner”
Financial Advisor Full Diagnostic Test Menu in the
210-278-3828 fields of Hematology, Chemistry, Elizabeth Olney with Edward Jones
Ruth.torres@ml.com Endocrinology, Toxicology, Infec- (HH Silver Sponsor)
Express Information Systems http://fa.ml.com/bertuzzi-torres tious Disease, & Genetics. We learn your individual needs so

(HHH Gold Sponsor) Robert Castaneda (CEO) we can develop a strategy to help
With over 29 years’ experience, BANKING 210-316-1792 you achieve your financial goals.
we understand that real-time visi- Email: Join the nearly 7 million investors
bility into your financial data is Robert@livingstonmedlab.com who know. Contact me to develop
critical. Our browser-based Sean Villasana an investment strategy that makes
healthcare accounting solutions (Chief Scientific Officer, CSO) sense for you.
provide accurate, multi-dimen- 210-237-8557 Elizabeth Olney,
sional reporting that helps you Broadway Bank Sean@livingstonmedlab.com Financial Advisor
accommodate further growth and (HHH Gold Sponsor) Joey Martinez 210-858-5880
drive your practice forward. Healthcare banking experts with a (Director of Operations) Elizabeth.olney@edwardjones.com
Rana Camargo private banking team committed to 210-204-7072 www.edwardjones.com/elizabeth-olney
Senior Account Manager supporting the medical community. Joey@livingstonmedlab.com "Making Sense of Investing"

210-771-7903 Thomas M. Duran Dwight Chapman
ranac@expressinfo.com SVP, Private Banking Team Lead (Account Manager) FINANCIAL SERVICES
www.expressinfo.com 210-283-6640 210-591-2649
“Leaders in Healthcare Software TDuran@Broadway.Bank Dwight@livingstonmedlab.com
& Consulting” www.broadwaybank.com www.livingstonmedlab.com/home

“We’re here for good.” “Trusted Innovative, Accurate, and
ATTORNEYS STAT Medical Diagnostics” Bertuzzi-Torres Wealth

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

40 SAN ANTONIO MEDICINE • September 2022