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
Managing Director

Robert M. Stevens

CPA
Shareholder

More Team Members

Click Here

Additional Resources

Video

Financial Services 2022 Second Quarter Report…

Jun 30th, 2022

On-Demand | 1 hour In this video replay of the Second Quarter Elliott Davis Financial Services Update Webinar on June 29, 2022, we discuss the…
Read More

Article

Financial Services 2022 Second Quarter Report

Jun 29th, 2022

In this quarterly update, we have provided information about financial reporting and accounting issues – some of which are currently being evaluated by regulatory agencies…
Read More

Video

2022 Risk Management Seminar with VACB

Jun 07th, 2022

On June 2, 2022, the Virginia Association of Community Banks (VACB) and Elliott Davis are partnering to bring a summer risk management seminar. In this…
Read More

Contact Our Team

  • By using the contact forms on our website, no professional relationship is established until you speak directly with an Elliott Davis professional to confirm such relationship. By submitting a message through our website forms, you agree that you have read and agree to the full terms and conditions of our website.