Meet the Experts at Bankler Partners

The Bankler Team

At Bankler Partners, every client engagement is handled by a licensed CPA with deep experience in complex financial matters. We don’t rely on interns, junior associates, or outsourced talent—just seasoned professionals who know how to get results. Our clients trust us because they know exactly who is doing the work: a team that’s as invested in their success as they are.

Meet Our Team

Steven Bankler

Senior Partner | CPA, PFS, Cr.FA, CFF, CGMA

Steven Bankler

Senior Partner | CPA, PFS, Cr.FA, CFF, CGMA

Gina Valorz

Managing Partner | CPA, PFS, CGMA

Gina Valorz

Managing Partner | CPA, PFS, CGMA

Jane Guenther

CPA

Jane Guenther

CPA

Naureen Tejani

CPA

Naureen Tejani

CPA

Jane Bankler

Master Shredder

Jane Bankler

Master Shredder

Tara Lowe

CPA

Tara Lowe

CPA

Laura Fair

CPA

Laura Fair

CPA

Monica Fern

CPA

Monica Fern

CPA

Ingrid Valdes

CPA

Ingrid Valdes

CPA

Monica Brady

Firm Administrator

Monica Brady

Firm Administrator

Cathy Hooks

CPA

Cathy Hooks

CPA

Faye Casell

Administrative Support

Faye Casell

Administrative Support

Terri Cortez

Receptionist

Terri Cortez

Receptionist

Kat Guenther

Administrative Support

Kat Guenther

Administrative Support

Vanessa Aguilar

Administrative Assistant

Vanessa Aguilar

Administrative Assistant

Chipper Lamm

CPA

Chipper Lamm

CPA

I’ve worked with a lot of CPAs, and the common theme is that CPAs are not typically proactive. The Bankler team is different in that respect. They’re always considering newer and better ways of doing things. They have a holistic approach that I really respect.”

Stone Oak Wealth Management

“What I love the most about the Bankler team is that we can count on them to get things done. It gives us the time to do what we are good at,”

Sunshine Medical Uniforms

“Their proactive approach and creative advice have been game-changing. The Bankler team helped us with restructuring and tackling complex tax challenges in ways no one else has.”

Mergeworks

“The Bankler team has been 100% great with us. They’re professional in every manner. I’ve been able to sit in a room with other clients at their events over the years, and it’s just remarkable what a warm community and giving team they’ve built.”

Concepts Construction

“With the Bankler team, you’re not left wondering what to do and hoping they return your call.”

Magnolia Pancake Haus

Let’s Talk

Let’s take a look at your finances together. We offer a complimentary 1-hour call to review your past tax returns. If we see a way to help you, we will.