Page 2 - Fall 2015 BCMS Purchasing & Services Directory
P. 2
ACCOUNTING FIRMS
Sol Schwartz & Associates P.C.
(Silver Sponsor)
We specialize in areas that are most critical to a company’s fiscal well-being in today’s competitive markets.
Jim Rice, CPA
210-384-8000, ext. 112
jprice@ssacpa.com
www.ssacpa.com
“Dedicated to working with physicians and physician groups.”
ASSET MANAGEMENT
Avid Wealth Partners
( 10K P l a t i n u m S p o n s o r )
The only financial firm that works like physicians, for physicians, to bring clarity and confidence in an age of clutter and chaos. You
deserve to be understood and well-served by a team that's committed to helping you avidly pursue the future you want, and that's our
difference.
Eric Kala CFP®, CIMA®, AEP®, CLU®, CRPS®
Founder & Wealth Management Advisor
Specializing in Investment Management and Fee-Based Financial Planning
210.446.5752
eric.kala@nm.com
avidwealthpartners.com
“Plan it. Do it. Avid Wealth”
The Mani Johnston Group at UBS
( Gold Sponsor)
Advice Beyond Investing, Dedicated Client Service Team, 4 decades serving the Bexar County medical community. Specialization in
customized asset management and lending services supported by the strength of the UBS Global Bank.
Senior Vice President – Wealth Management
Senior Portfolio Manager
Carol Mani Johnston
210-805-1075
Carol.manijohnston@ubs.com
www.ubs.com/team/manijohnston
"UBS is honored to be named Best Bank for Wealth Management in North America for 2017 by Euromoney."
Make the Services Directory your go to for all your practice’s needs P a g e |1
