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

Partners

Steven Bankler

Founding Partner
CPA, PFS, Cr.FA, CFF, CGMA

Steven Bankler

Founding Partner
CPA, PFS, Cr.FA, CFF, CGMA

Gina Valorz

Managing Partner
CPA, PFS, CGMA

Gina Valorz

Jane Guenther

Tax Manager
CPA

Jane Guenther

Tax Manager
CPA

Administrative Staff

Monica Brady

Firm Administrator
PACE

Monica Brady

Firm Administrator
PACE

Vanessa Aguilar

Office Coordinator

Vanessa Aguilar

Office Coordinator

Faye Casell

Accounting Clerk
MA, PACE

Faye Casell

Accounting Clerk
MA, PACE

Jane Bankler

Master Shredder

Jane Bankler

Master Shredder

Terri Cortez

Receptionist

Terri Cortez

Receptionist

Kat Guenther

Administrative Support

Kat Guenther

Administrative Support

Testimonials

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.