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BCMS Business Directory
We encourage you to use our friends of medicine businesses whenever you or your practice
need supplies or services.

ACCOUNTING FIRMS state who specialize in medical Kevin Setanyan www.oakwellpwm.com
malpractice and all lines of insur- Managing Partner “More Than Just Your Advisor,
ance for the medical community. 210-503-0003 We're Your Wealth Management
Brandi Vitier kevin@genicslabs.com Partner”
210-807-5581 Artyom Vardapetyan
Sol Schwartz & Associates P.C. brandi.vitier@thebankofsa.com Managing Partner
(HHH Gold Sponsor) www.thebankofsa.com 210-503-0003 Elizabeth Olney with Edward Jones
Sol Schwartz & Associates is the www.genicslabs.com (HH Silver Sponsor)
premier accounting firm for San Amegy Bank of Texas “Accurate results in record time.” 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- you achieve your financial goals.
physicians and their management tionship starts with five core val- Livingston Med Lab Join the nearly 7 million investors
teams maximize their financial ues: Attention, Accountability, (HH Silver Sponsor) who know. Contact me to develop
effectiveness. Appreciation, Adaptability and High Complexity Clia/Cola accred- an investment strategy that makes
Christopher Davis, CPA Attainability. We work hard and ited Laboratory providing White sense for you.
210-384-8000, ext. 118 together with our clients to ac- Glove Customer Service. We offer a Elizabeth Olney
jprice@ssacpa.com complish great things. Full Diagnostic Test Menu in the Financial Advisor
www.ssacpa.com Robert Lindley fields of Hematology, Chemistry, 210-858-5880
“Dedicated to working with SVP | Private Banking Team Lead Endocrinology, Toxicology, Elizabeth.olney@edwardjones.com
physicians and physician groups.” Infectious Disease, & Genetics. www.edwardjones.com/elizabeth-olney
210-343-4526 Robert Castaneda, CEO "Making Sense of Investing"
Robert.Lindley@amegybank.com 210-316-1792
ASSET WEALTH Denise Smith Robert@livingstonmedlab.com
MANAGEMENT Vice President | Private Banking www.livingstonmedlab.com/home FINANCIAL SERVICES
210-343-4502 “Trusted Innovative, Accurate, and
Denise.C.Smith@amegybank.com STAT Medical Diagnostics”
Scott Gonzales
Assistant Vice President | Private
Aspect Wealth Management Banking CREDENTIALS Aspect Wealth Management
(★★★ Gold Sponsor) 210-343-4494 VERIFICATION (HHH Gold Sponsor)
We believe wealth is more than Scott.Gonzales@amegybank.com ORGANIZATION 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 confidence and freedom to
achieve more in life. (HH Silver Sponsor) Bexar Credentials Verification, Inc. achieve more in life.
Michael Clark, President Looking for low loan rates for mort- (HHHH 10K Platinum Sponsor) Michael Clark, President
210-268-1520 gages and vehicles? We've got Bexar Credentials Verification Inc. 210-268-1520
mclark@aspectwealth.com them for you. We provide a full provides primary source verification mclark@aspectwealth.com
www.aspectwealth.com suite of digital and traditional of credentials data that meets The www.aspectwealth.com
“Your wealth. . .All aspects” financial products, designed to Joint Commission (TJC) and the Na- “Your wealth. . .All aspects”
help Physicians get the banking tional Committee for Quality Assur-
services they need. ance (NCQA) standards for health
BANKING Synergy FCU Member Services care entities.
210-750-8333 Betty Fernandez
info@synergyfcu.org Director of Operations
www.synergyfcu.org 210-582-6355 Hancock Whitney
“Once a member, always a Betty.Fernandez@bexarcv.com (HHH Gold Sponsor)
Broadway Bank member. Join today!” www.BexarCV.com www.hancockwhitney.com

(HHH Gold Sponsor) “Proudly serving the medical com- Since the late 1800s, Hancock
Healthcare banking experts with a munity since 1998” Whitney has embodied core values
private banking team committed to CLINICAL DIAGNOSTICS of Honor & Integrity, Strength &
supporting the medical community. Stability, Commitment to Service,
Thomas M. Duran FINANCIAL ADVISORS Teamwork, and Personal Responsi-
SVP, Private Banking Team Lead bility. Hancock Whitney offices and
210-283-6640 financial centers in Mississippi, Ala-
TDuran@Broadway.Bank Genics Laboratories bama, Florida, Louisiana, and Texas
www.broadwaybank.com (HHH Gold Sponsor) offer comprehensive financial
“We’re here for good.” Genics Laboratories offers accu- Oakwell Private Wealth products and services, including
rate, comprehensive and reliable traditional and online banking;
Management
results to our partners and pa- commercial, treasury management,
(HHH Gold Sponsor)
tients. Genics Laboratories is and small business banking; pri-
Oakwell Private Wealth Manage-
committed to continuous re- vate banking; trust; healthcare
ment is an independent financial
search, ensuring our protocols are banking; and mortgage services.
advisory firm with a proven track
always at the peak of current John Riquelme
record of providing tailored finan-
The Bank of San Antonio technology. cial planning and wealth manage- San Antonio Market President
(HHH Gold Sponsor) Yulia Leontieva ment services to those within the 210-273-0989
We specialize in insurance and Managing Partner, Physician medical community. John.Riquelme@hancockwhit-
banking products for physician Liaison Brian T. Boswell, CFP®, QKA ney.com
groups and individual physicians. 210-503-0003 Senior Private Wealth Advisor
Our local insurance professionals yulia@genicslabs.com 512-649-8113
are some of the few agents in the SERVICE@OAKWELLPWM.COM

40 SAN ANTONIO MEDICINE • March 2024