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

CPA, CFIRS
Shareholder
Financial Services Practice Group Leader

Mike Koupal

CPA, CIA
Principal
Financial Services Group Advisory Practice Leader

Chris Loyd

CGMA, CISA, CPA
Shareholder

Jacob Pensler

CPA, MBA
Principal

Chad W. Reingardt

CPA
Shareholder

Mark Scriven

CPA
Principal

Beverly A. Seier

CPA, CPCU
Principal

Robert M. Stevens

CPA
Shareholder

More Team Members

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Additional Resources

Article

Financial Services 2021 Fourth Quarter Report

Jan 04th, 2022

Happy New Year! We hope you and your family were able to enjoy the holiday season. We look forward to serving you and partnering you…
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Video

Financial Services Group Finance Accounting…

Dec 10th, 2021

Our Financial Services Group hosted a virtual forum, where we provided clarification on the latest financial institution hot topics related to CECL adoption, ESG considerations,…
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Video

Financial Services Group Risk Management,…

Nov 22nd, 2021

On-Demand | 4 hours The Risk Management, Compliance, and Internal Audit Track Forum will help you recognize and gain further clarification on the latest hot…
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Contact Our Team

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