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Our Team

Our Local Team

The Partners

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Luis Boneo

Partner
CAMS/CRCM

Partner
CAMS/CRCM

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

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A. Marcus Valen

Engagement Partner

CIA, CPA

Current Positions 

Managing Partner EVCU LLC

Managing Partner EV Financial LLC

Managing Partner EV FI-TECH LLC

Owner Valen Consulting and Investing LLC

Prior Positions Held

Partner Edwards Valen and Associates LLC
Education & Professional Designations

Bachelors Degree in Accounting Anderson School of Management *UNM)

MACCT Masters of Accounting (ASM)

IA Information Assurance Equivalent 

CIA Certified Internal Auditor

CPA (Certified Public Accountant)

Software and IT 

Positions Held or Holding

IT Manager

IT Consultant

Cloud Architect 

System Architect and Engineer 


Education & Professional Designations

Bachelors Degree in Computer Science

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Abel Sanchez

IT Director

Our team is invested in your community with staff located in New Mexico 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 internal audit services are performed by licensed CPAs under consulting or AUP standards unlike other consulting firms. Our compliance services are completed by experts in the field. We are small but both partners have handled over 22 clients a year ranging from $6M to $6B in asset size. We are a newer firm but believe in equality and our staff/partners will always be the beneficiary of the bulk of income earned unlike other firms. As we grow your fees go to the people who perform the work and shared with local associations. 

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