Our Team

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Our Local Team

The Partners

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

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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
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.