About Periscope
We started Periscope Advisory Group because financial institutions deserve experienced guidance without unnecessary layers, surprise fees, or audits that focus more on workpapers than meaningful risk.
Our model is intentionally simple: you work directly with the partners doing the work. That means clearer pricing, practical answers, and less disruptive engagements that help leaders see risk clearly and act with confidence.
Meet the partners
CPA · CISA · CITP
Jason brings more than 20 years of experience across technology risk, management consulting, and internal and external audit. His background includes practice leadership at Elliott Davis and earlier roles with Truist, Wells Fargo, and Deloitte.
CPA · CISA · CRCM · Six Sigma Green Belt
Brody has nearly a decade of experience helping banks and credit unions strengthen internal audit, controls, and regulatory compliance. As a former Internal Audit Practice Leader at Elliott Davis, he led outsourced and co-sourced engagements serving more than 250 financial institutions across 43 states.
No handoffs. No layers.