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 500 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.


Credit Risk

Our Team

Josh White

Shareholder

Mike Koupal

Shareholder

Jacob Pensler

Shareholder

Chad W. Reingardt

Shareholder

Mark Scriven

Shareholder

Robert M. Stevens

Shareholder

Marshall Trull

Principal

Kristi Griffin

Managing Director

Beverly A. Seier

Managing Director

Drew Young

Managing Director

More Team Members

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Additional Resources

Article

Important CECL Disclosure Updates December…

Dec 19th, 2023

Example CECL Disclosures This document includes example disclosures as required by ASU 2016-13 Financial Instruments – Credit Losses (Topic 326): Measurement of Credit Losses on…
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Video

Financial Services Group Finance, Accounting…

Dec 08th, 2023

Thank you to those who were able to attend the Financial Services Group Risk Management Finance, Accounting and Strategy Forum webinar on December 7th. We…
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Video

Financial Services Group Risk Management,…

Nov 20th, 2023

Thank you to those who were able to attend the Financial Services Group Risk Management, Compliance & Internal Audit Forum webinar on November 16th. We…
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Video

Financial Services Group Tax Update Webinar

Oct 26th, 2023

Thank you to those who were able to attend the Financial Services Group Tax Update webinar on October 25th. We hope you found the information valuable…
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Contact Our Team