NEW NAME OLD ROOTS
Our Team
Our Local Team
The Partners
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M. Scott Edwards
35+ Years
Positions Held
Partner
Vice President Loans and Operations
Director Internal Audit
Interim President
Advisory Director
Education & Professional Designations
CEO Edwards & Associates, LLC
Partner Edwards Trash and Associates LLC
Bachelors Degree in Accounting from University of Arizona
A. Marcus Valen
12+ Years
Positions Held
Partner
Principal & Senior Project Manager EV Banking Solutions LLC
Treasurer State Campaign
Principal Real Estate Investment Company
Education & Professional Designations
Partner Edwards, Valen & Associates, LLC
Bachelors Degree in Accounting from Anderson School of Management *UNM)
MACCT Masters of Accounting (ASM)
IA Information Assurance Equivalent
CIA Certified Internal Auditor
Our Team
Luis Boneo
Sr. Member
15+ Years BSA
Positions Held
Compliance and BSA Officer
Operations
Human Resources
Staff Accountant
Education & Professional Designations
Bachelors Degree in Human Resources from Parkland University
Associate Accounting
CAMS
CRCM
Sabrina Rojas
10+ Years Compliance
Positions Held or Holding
HMDA & Loan Compliance Specialist
Education & Professional Designations
ICBA Certified C.B.C.O.
Robert S. Edwards
20+ Years Compliance
Positions Held
Loan Review Specialist
Education & Professional Designations
Bachelors Degree in Accounting U of A
ACH Certified
Abel Sanchez
20+ Years IT
Positions Held or Holding
IT Manager
IT Consultant
Cloud Architect
System Architect and Engineer
Education & Professional Designations
Bachelors Degree in Computer Science
Additional Team Members
Lisa Edwards
-Loan Review-
Teryl Beck
-Quality Control-
Jeff Corlett
-Trust-
Our team is invested in your community with staff located in New Mexico, Arizona, and Texas. We enjoy the travel and work onsite in all corners of the state supporting local businesses, hotels, and commerce. No matter how rural the financial institution, we provide our services with quick turnaround and expert advice. Our experienced staff have worked and trained in financial institutions and, unlike other companies, we only provide our services to financial institutions. We audit regulated institutions 52 weeks a year. Our expertise will always be in serving you and your staff. We hope to become a resource to help you navigate the regulatory environment and implement your strategic plans.