Our Services

For over 80 years, the Elliott Davis Financial Services Group has been providing insights and solutions to financial institutions across the United States. By serving over 350 banks, credit unions, mortgage banks, trust companies, fintechs and specialty finance companies across the United States, we can draw upon our experience to provide customers with insight into industry trends, as well as forward-looking advice to help position and prepare an institution for the future.

When dealing with a complex and rapidly evolving industry, you deserve the right team with the right mix of industry experience and a value-driven approach to customer service. As a recognized leader in the industry, our team has the skillset, depth, and know-how to help you navigate the road ahead.


BSA & Regulatory Compliance

Credit Risk

Internal Audit & Advisory

Our Team

Josh White

Shareholder

Mike Koupal

Principal

Chris Loyd

Shareholder

Jacob Pensler

Principal

Chad W. Reingardt

Shareholder

Mark Scriven

Principal

Beverly A. Seier

Managing Director

Robert M. Stevens

Shareholder

More Team Members

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Additional Resources

Video

Financial Services Third Quarter Accounting…

Oct 03rd, 2022

On-Demand | 1 hour In this video replay of the Third Quarter Elliott Davis Financial Services Update Webinar on September 29, 2022, we discuss the…
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Article

Financial Services Third Quarter Update

Sep 29th, 2022

In this edition of the quarterly communication, we have provided information about financial reporting and accounting issues impacting financial institutions – some of which are…
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Video

Financial Services Tax Update Webinar

Aug 18th, 2022

In this webinar, our professionals discuss the latest developments in R&D and other various federal and state tax credits, intricate state tax nexus rules, and…
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Video

Financial Services Compliance Priorities for…

Jul 22nd, 2022

Have you prepared for your next compliance exam? With appropriate preparation, you can alleviate the potential scrutiny that may be on the radar of your…
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Contact Our Team

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