Whether your business is law, construction, manufacturing, retail, or government contracting, and you require exit planning, asset protection, or a tax planning solution, our business has been "solving clients' problems" since 1977.

Our Team

Steven Bankler

CPA, PFS, Cr.FA, CFF, CGMA

Steven Bankler has more than 45 years of experience in the accounting industry. He established his CPA firm in 1977 and has been solving the pains and making gains for his clients ever since. Steven’s expertise…

Gina Valorz

CPA, PFS, CGMA – Managing Partner

Gina Valorz joined Steven Bankler’s CPA firm in 1996 and Bankler Advisory (the investment advisory service of Steven Bankler’s CPA firm) in 2001. She earned her Bachelor of Business Administration…

Jane Guenther

CPA

Jane joined Steve Bankler’s CPA firm in 2009. She earned her Bachelor of Business Administration degree as an accounting major in 1987 and her Master of Science in Accounting…

Ingrid Valdes CPA
Naureen Tejani CPA

Naureen Tejani

CPA

Naureen joined Steven Bankler, CPA, Ltd. in 2022. She earned her Bachelor of Business Administration in accounting, with a minor in finance and a master’s in professional accounting, from The University of Texas in 2010…

Jane Bankler

Master Shredder

Jane received her degree (Bachelor of Science in Nursing) from Incarnate Word College 1971. After a successful career in Nursing, she joined the company in 1990 as our shredder.

Naureen Tejani CPA

Tara Lowe

CPA

Tara joined Steven Bankler, CPA, Ltd., in 2022. She attended the University of Texas at San Antonio, where she earned her Bachelor of Business Administration in Accounting in 2002 and Master of Business Administration (MBA) in 2005….

Laura Lieck

Laura Lieck

CPA

Laura joined Steven Bankler’s CPA firm in 2020. She earned her Bachelor of Business Administration degree in Accounting from the University of Texas in 2008 and her Master of Science degree in Accounting…

Monica Fern

CPA

Monica Fern joined Steven Bankler’s CPA firm in 2018. She earned her Bachelor of Business Administration as an accounting major from the University of the Incarnate Word in 2000. Monica obtained her…

Ingrid Valdes CPA
Ingrid Valdes CPA

Ingrid Valdes

CPA

Ingrid joined Steven Bankler’s CPA firm in 2020. She earned her Bachelor of Business Administration degree as an Accounting major from Texas A&M University in 2010. She earned her Master of Business…

Monica Brady Office Coordinator
Sanaa Cody, CPA

Monica Brady

Office Coordinator

Monica Brady joined Steven Bankler, CPA, Ltd. in 2022. Her can-do attitude and extensive administrative and marketing experience allow her to provide an elevated level of service to our clients and team of CPAs …

Ingrid Valdes CPA
Naureen Tejani CPA

Cathy Hooks

CPA

Cathy Hooks, CPA joined the Bankler team in 2024.

Naureen Tejani CPA

Faye Casell

Administrative Support

Faye joined the administrative team at Steven Bankler, CPA, Ltd. in 2023, but she’s always been part of the Bankler family

Ingrid Valdes CPA
Naureen Tejani CPA

Terri Cortez

Receptionist

Terri joined Steven Bankler, CPA, Ltd. as a receptionist in 2023. She served as a recruiter for 6 years before switching to office administration for a management company prior to joining the Bankler Team.

Ingrid Valdes CPA
Naureen Tejani CPA

Kat Guenther

Kat Guenther joined the firm in 2024 and has quickly become an integral part of our team, providing support wherever needed. With a diverse background in sales and administrative support across various industries, Kat brings…

Ingrid Valdes CPA
Naureen Tejani CPA

Vanessa Aguilar

With over 12 years of experience in administrative roles, Vanessa currently serves as an Administrative Assistant at Steven Bankler, CPA Firm. She draws on a diverse skill set, honed through years…

Ingrid Valdes CPA
Naureen Tejani CPA

Chipper Lamm

CPA

Chipper Lamm, CPA, joined the Bankler Team in 2024. A 2017 graduate of St. Mary’s University, Chipper holds a BBA in Accounting and Data Analytics. Chipper became a CPA in 2021 and previously worked as

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“We have been clients of Steven Bankler CPA for over 30 years. Not only has he been receptive and accessible but he has saved us millions because of his legal creativity.”
$20 million family-owned limited (mutual fund) partnership

San Antonio, Texas