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
CPA
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 Anderson School of Management *UNM)
MACCT Masters of Accounting (ASM)
IA Information Assurance Equivalent
CIA Certified Internal Auditor
CPA (Certified Public Accountant)
Other Key Staff
Luis Boneo
15+ Years BSA
Positions Held
Compliance and BSA Officer
Operations
Human Resources
Staff Accountant
Education & Professional Designations
Bachelors Human Resources Parkland University
Associate Accounting
CAMS
CRCM
Sabrina Rojas
10+ Years Compliance
Positions Held or Holding
Marketing and Training EV Banking
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
Other Staff
Lisa Edwards Loan Review
Teryl Beck Quality Control
Jeff Corlette Trust
Carlos Labato IT Audit
Ezekiel Kwong Audit & Compliance
Matt Presser IT audit and Pen Test
Our team is invested in your community with staff located in New Mexico, Arizona, and Texas. We love 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 turn around and export advice. Our experienced staff have worked 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.