Mastering Financial Services: Tax, Audit, and Training Excellence United
The phone hasn’t stopped ringing since the announcement. Ryan Bakke, Industry Lead at Brady Martz, sat at his desk with a mix of excitement and disbelief on his face. “I knew Banker’s Compliance Consulting was well-known”, shaking his head with a smile, “but my goodness, I didn’t realize just how many clients would be calling, ready to work with us as a team.”
There is a lot of energy surrounding the recent merger between Brady Martz and Banker’s Compliance Consulting—a partnership that has sparked enthusiasm across the financial services industry. This is more than just a merger; it’s the beginning of a new chapter for both companies and the clients we serve.
A Meeting of Minds
Dave Dickinson, President of Banker’s Compliance Consulting, had no doubts about the decision. “Brady Martz is the firm to work with,” he said confidently. “They believe in focusing on an industry and serving it well, just like we do.” That shared philosophy laid the foundation for what has become a seamless integration of two powerhouse teams.
For years, Brady Martz has been a trusted partner for banks and credit unions, offering services like financial audits, tax planning, and strategic consulting. Their expertise has helped financial institutions navigate the ever-changing landscape of regulations and accounting standards. Meanwhile, Banker’s Compliance Consulting has been the go-to resource for turning complex banking regulations into plain English, empowering professionals with training and guidance that is both practical and effective.
These two organizations coming together wasn’t just about combining services, it was about creating something greater than the sum of the parts.
The Client-Centered Vision
The merger has been met with a lot of excitement from clients, and it’s easy to see why. Together, Brady Martz and Banker’s Compliance Consulting offer a one-stop solution for financial institutions. From compliance training to strategic planning, clients now have access to a comprehensive suite of services designed to simplify challenges and amplify success.
What truly sets this partnership apart, however, is the shared commitment to serving clients in a way that feels personal and approachable. “We’re not just here to check boxes,” says Ryan. “We’re here to make a real difference for our clients, to help them succeed in ways they didn’t think possible.”
A Seamless Transition
Mergers can often be complicated, but this one has been anything but. The teams have come together, driven by a mutual desire to serve their clients better. “It’s like we’ve always been one team,” says Dave. “The alignment in our values and goals has made this transition seamless.” And clients are already reaping the benefits. With Brady Martz’s strategic insights and Banker’s Compliance Consulting’s knack for simplifying the complex, financial institutions are finding it easier than ever to navigate their challenges. Whether it’s understanding new regulations, optimizing financial results, or planning for the future, the combined expertise of these two organizations is a gamechanger.
The Start of Something Big
As Ryan reflected on the past few weeks, he can’t help but feel a sense of pride and excitement for what’s to come. “The response has been incredible,” he says. “This merger isn’t just about us—it’s about what we can do for our clients. And the possibilities are endless.”
Dave also shared that optimism. “We’ve always been an advocate for the banking industry and serving it well,” he says. “Now, with this partnership, we’re able to do that on an even greater scale.”
For the clients of Brady Martz and Banker’s Compliance Consulting, this merger is more than just a business decision. It’s a promise—a promise to deliver unmatched value, guidance, and support. And for Ryan, Dave, and their teams, it’s the beginning of a story they’re proud to write together.

Jamie Gustafson
Jamie wears many hats at Banker’s Compliance Consulting. These include managing the administrative team and heading up the e-commerce division. Jamie incorporates her experiences as a former Sergeant in the military and small business owner to bring an energetic and passionate approach to all opportunities! She has a Master’s Degree in Organizational Management and will graduate with her Ph.D. in Business – in May 2023. When Jamie is not directing at BCC, she dabbles in hobbies such as soap and cheese making.
