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BCMS CIRCLE OF FRIENDS
SERVICES DIRECTORY
Please support our sponsors with your patronage;
our sponsors support us.
ACCOUNTING FIRMS tionship starts with five core val- Lewis Thorne SSFCU
ues: Attention, Accountability, 210-220-6513 (HHH Gold Sponsor)
Padgett Stratemann & Co., LLP Appreciation, Adaptability and lthorne@frostbank.com Commercial Services
(HH Silver Sponsor) Attainability. We work hard and www.frostbank.com Luis Rosales
Padgett Stratemann is one of together with our clients to ac- “Frost@Work provides your em- 210-476-4426
Texas’ largest, locally owned CPA complish great things. ployees with free personalized lrosales@ssfcu.org
firms, providing sophisticated ac- Jeanne Bennett banking services.” Investment Services
counting, audit, tax and business 210- 343-4556 John Dallahan
consulting services. jeanne.bennett@amegybank.com IBC Bank 210-476-4410
Vicky Martin, CPA Karen Leckie (HHH Gold Sponsor) jdallahan@ssfcu.org
210-828-6281 210-343-4558 IBC Bank is a $12.4 billion multi- Mortgage Services
Vicky.Martin@Padgett-CPA.com karen.leckie@amegybank.com bank financial company, with over Glynis Miller
www.Padgett-CPA.com www.amegybank.com 212 facilities and more than 325 210-476-4833
“Offering service more than ex- “Community banking partnership.” ATMs serving 90 communities in gmiller@ssfcu.org
pected — on every engagement.” Texas and Oklahoma. IBC Bank-
BB&T San Antonio has been serving the Cadence Bank
Sol Schwartz & Associates P.C. (HHH Gold Sponsor) Alamo City community since 1986 (HH Silver Sponsor)
(HH Silver Sponsor) Checking, savings, investments, and has a retail branch network of Cadence Bank is a full-service fi-
We specialize in areas that are insurance — BB&T offers banking 30 locations throughout the area. nancial institution serving com-
most critical to a company’s fiscal services to help you reach your fi- Markham Benn mercial, consumer, treasury and
well-being in today’s competitive nancial goals and plan for a 210-518-2500, ext. 26921 wealth management clients in
markets. sound financial future. MarkhamBenn@ibc.com Texas and the Southeast.
Jim Rice, CPA Chris Sherman www.ibc.com Margarita Ortiz, 210-764-5500
210-384-8000, ext. 112 210-247-2978 “Leader in commercial lending.” maggie.ortiz@cadencebank.com
jprice@ssacpa.com csherman@bbandt.com Steve Edlund, 210-764-5573
www.ssacpa.com Ben Pressentin Ozona Bank steve.edlund@cadencebank.com
“Dedicated to working with 210-762-3175 (HHH Gold Sponsor) http://cadencebank.com
physicians and physician groups.” bpressentin@bbandt.com Ozona National Bank is a full-ser- “Explore Cadence Bank’s innova-
www.bbt.com vice commercial bank specializing tive financing options and treas-
BANKING in commercial real estate, con- ury management solutions.”
Broadway Bank struction (owner and non-owner
BBVA Compass (HHH Gold Sponsor) occupied), business lines of credit Firstmark Credit Union
(HHHH Platinum Sponsor) Healthcare banking experts with and equipment loans. (HH Silver Sponsor)
Our healthcare financial team pro- a private banking team commit- Lydia Gonzales Address your office needs: Up-
vides customized solutions for ted to supporting the medical 210-319-3501 grading your equipment or tech-
you, your business and employees. community. lydiag@ozonabank.com nology • Expanding your office
Commercial Relationship Manager Ken Herring www.ozonabank.com space • We offer loans to meet
Zaida Saliba 210-283-4026 your business or personal needs.
210-370-6012 kherring@broadwaybank.com The Bank of San Antonio Competitive rates, favorable
Zaida.Saliba@BBVACompass.com www.broadwaybank.com (HHH Gold Sponsor) terms and local decisions.
Global Wealth Management “We’re here for good.” We specialize in insurance and Gregg Thorne
Mary Mahlie banking products for physician SVP Lending
210-370-6029 Frost groups and individual physicians. 210-308-7819
mary.mahlie@bbvacompass.com (HHH Gold Sponsor) Our local insurance professionals greggt@firstmarkcu.org
Medical Branch Manager As one of the largest Texas-based are some of the few agents in the www.firstmarkcu.org
Vicki Watkins banks, Frost has helped Texans state who specialize in medical
210-592-5755 with their financial needs since malpractice and all lines of insur- Generations Federal
vicki.watkins@bbva.com 1868, offering award-winning ance for the medical community. Credit Union
Business Banking Officer customer service and a range of Brandi Vitier (HH Silver Sponsor)
Jamie Gutierrez banking, investment and insur- 210-807-5581 Generations provides a wide array
210-284-2815 ance services to individuals and brandi.vitier@ of innovative products including
jamie.gutierrez@bbva.com businesses. thebankofsa.com loan, deposit and investment so-
www.bbvacompass.com“Working www.thebankofsa.com lutions for personal and commer-
for a better future.” cial banking needs.
Yvonne "Bonnie"
Amegy Bank of Texas M. Aguilar
(HHH Gold Sponsor) 210-229-1800
We believe that any great rela- bonnie.aguilar@
mygenfcu.org
www.mygenfcu.org
“For this generation and
the next.”
Continued on page 38
visit us at www.bcms.org 37
