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Shop Vendors Who Support BCMS
BCMS Vendor Directory
We encourage you to use our supporting vendors whenever you or your practice
needs supplies or services.
ACCOUNTING FIRMS state who specialize in medical Managing Partner www.oakwellpwm.com
malpractice and all lines of insur- 210-503-0003 “More Than Just Your Advisor,
ance for the medical community. kevin@genicslabs.com We're Your Wealth Management
Brandi Vitier Artyom Vardapetyan Partner”
210-807-5581 Managing Partner
Sol Schwartz & Associates P.C. brandi.vitier@thebankofsa.com 210-503-0003
(HHH Gold Sponsor) www.thebankofsa.com www.genicslabs.com Elizabeth Olney with Edward Jones
Sol Schwartz & Associates is the “Accurate results in record time.” (HH Silver Sponsor)
premier accounting firm for San Amegy Bank of Texas We learn your individual needs so
Antonio-area medical practices (HH Silver Sponsor) we can develop a strategy to help
and specializes in helping We believe that any great rela- Livingston Med Lab you achieve your financial goals.
physicians and their management tionship starts with five core val- (HH Silver Sponsor) Join the nearly 7 million investors
teams maximize their financial ues: Attention, Accountability, High Complexity Clia/Cola accred- who know. Contact me to develop
effectiveness. Appreciation, Adaptability and ited Laboratory providing White an investment strategy that makes
Jim Rice, CPA Attainability. We work hard and Glove Customer Service. We offer a sense for you.
210-384-8000, ext. 112 together with our clients to ac- Full Diagnostic Test Menu in the Elizabeth Olney
jprice@ssacpa.com complish great things. fields of Hematology, Chemistry, Financial Advisor
www.ssacpa.com Robert Lindley Endocrinology, Toxicology, 210-858-5880
“Dedicated to working with SVP | Private Banking Team Lead Infectious Disease, & Genetics. Elizabeth.olney@edwardjones.com
physicians and physician groups.” Robert Castaneda (CEO) www.edwardjones.com/elizabeth-olney
210-343-4526 210-316-1792 "Making Sense of Investing"
Robert.Lindley@amegybank.com Robert@livingstonmedlab.com
ASSET WEALTH Denise Smith www.livingstonmedlab.com/home
MANAGEMENT Vice President | Private Banking “Trusted Innovative, Accurate, and FINANCIAL SERVICES
210-343-4502 STAT Medical Diagnostics”
Denise.C.Smith@amegybank.com
Scott Gonzales
Assistant Vice President | Private CREDENTIALS
Aspect Wealth Management Banking VERIFICATION Aspect Wealth Management
(★★★ Gold Sponsor) 210-343-4494 ORGANIZATION (HHH Gold Sponsor)
We believe wealth is more than Scott.Gonzales@amegybank.com We believe wealth is more than
money, which is why we improve www.amegybank.com money, which is why we improve
and simplify the lives of our clients, “Community banking partnership” and simplify the lives of our clients,
granting them greater satisfaction, granting them greater satisfaction,
confidence and freedom to Synergy Federal Credit Union Bexar Credentials Verification, Inc. confidence and freedom to
achieve more in life. (HH Silver Sponsor) (HHHH 10K Platinum Sponsor) achieve more in life.
Michael Clark, President Looking for low loan rates for mort- Bexar Credentials Verification Inc. Michael Clark, President
210-268-1520 gages and vehicles? We've got provides primary source verification 210-268-1520
mclark@aspectwealth.com them for you. We provide a full of credentials data that meets The mclark@aspectwealth.com
www.aspectwealth.com suite of digital and traditional Joint Commission (TJC) and the Na- www.aspectwealth.com
“Your wealth. . .All aspects” financial products, designed to tional Committee for Quality Assur- “Your wealth. . .All aspects”
help Physicians get the banking ance (NCQA) standards for health
services they need. care entities.
BANKING Synergy FCU Member Services Betty Fernandez GERIATRICS/PRIMARY
210-750-8333 Director of Operations CARE
info@synergyfcu.org 210-582-6355
www.synergyfcu.org Betty.Fernandez@bexarcv.com
“Once a member, always a www.BexarCV.com
member. Join today!” “Proudly serving the medical com-
Broadway Bank munity since 1998” Conviva Care Center
(HHH Gold Sponsor) (HHH Gold Sponsor)
Healthcare banking experts with a CLINICAL DIAGNOSTICS Conviva’s value-based care model
private banking team committed to FINANCIAL ADVISORS allows physicians to deliver high
supporting the medical community. quality, personalized care and
Thomas M. Duran achieve better outcomes, while
SVP, Private Banking Team Lead feeling free to focus on health eq-
210-283-6640 Genics Laboratories uity and patient outcomes.
TDuran@Broadway.Bank (HHH Gold Sponsor) Oakwell Private Wealth Kim Gary
www.broadwaybank.com Genics Laboratories offers accu- Management Senior Physician Recruiter
“We’re here for good.” rate, comprehensive and reliable (HHH Gold Sponsor) 812-272-9838
results to our partners and pa-
Oakwell Private Wealth Manage- KGary4@humana.com
tients. Genics Laboratories is
ment is an independent financial www.ConvivaCareers.com
committed to continuous re-
advisory firm with a proven track “Fuel Your Passion & Find Your
search, ensuring our protocols are
record of providing tailored finan- Purpose”
always at the peak of current
cial planning and wealth manage-
The Bank of San Antonio technology. ment services to those within the
(HHH Gold Sponsor) Yulia Leontieva medical community.
We specialize in insurance and Managing Partner, Physician Brian T. Boswell, CFP®, QKA
banking products for physician Liaison Senior Private Wealth Advisor
groups and individual physicians. 210-503-0003 512-649-8113
Our local insurance professionals yulia@genicslabs.com SERVICE@OAKWELLPWM.COM
are some of the few agents in the Kevin Setanyan
40 SAN ANTONIO MEDICINE • January 2024