Our Team

Scott Sommer is a founder of Cornerstone Advisors and specializes in strategic planning, mergers, and acquisitions. Sommer’s prior experience includes

Terence Roche is a founder of Cornerstone Advisors. He specializes in strategic planning, payments, system selections, and human resources. His

Steve Williams is a founder of Cornerstone Advisors and leads the firm’s Strategic Planning practice. Steve’s prior experience includes being

Cornerstone Advisors has Carl Faulkner to thank for the nationally recognized reputation of its technology planning. Prior to founding Cornerstone,

Bob Roth leads Contract Negotiations and Payments for Cornerstone Advisors. Bob has negotiated hundreds of contracts with industry vendors resulting

Eric Weikart leads Performance Solutions for Cornerstone Advisors. Eric quarterbacks a team specializing in improving performance, processes, and operating efficiency

Brad Smith leads Technology Solutions for Cornerstone Advisors including vendor performance management, technology assessments, systems selections, implementations and conversions. He

Quintin has nearly 30 years of technology and operations experience in financial services companies. He has served in multiple executive

Sam Kilmer specializes in bank strategic & delivery planning as well as advisory for fintech, vendors and investors at Cornerstone

Ron Shevlin is the Director of Research at Cornerstone Advisors where he heads up the firm’s strategic research efforts, including

Mary Anne Keegan leads Marketing at Cornerstone Advisors. Mary Anne’s prior experience includes leading marketing and corporate communications for global

Andrea Lipo leads operations and information technology at Cornerstone Advisors. She leads process improvement, program management, strategy, and customer service

Kelly leads finance at Cornerstone Advisors as Chief Financial Officer. He provides financial leadership to our organization through his strong

Susan Mounts specializes in creating company cultures, recruiting exceptional talent, leading and managing people, building high performing teams, and increasing

Jim Burson specializes in strategic and Delivery Channel planning at Cornerstone Advisors. Jim helps clients achieve improved revenue performance and

Steve Carroll specializes in technology with a focus on risk assessments and program development at Cornerstone Advisors. He helps clients

Tim Daley specializes in channels, mobile, and web banking at Cornerstone Advisors. Tim helps clients navigate shifting channel preferences and

Tony is a 20+ year seasoned senior financial services executive with a track record of managing product, operational and analytical

Niel Devasir is an accomplished executive leader bringing 20 years of financial services experience to Cornerstone Advisors. Niel has a track

Joe Ganzelli Sr. specializes in Commercial and Small Business lending and in identifying related process efficiencies, enterprise-wide revenue accretive strategies

Brandi Gregory has over 15 years of experience working in the financial services industry with an emphasis on relationship management,

Brian Hagan brings to Cornerstone Advisors more than 25 years of experience as a senior financial executive responsible for improving

Scott Hodgins specializes in system selections and contract negotiations at Cornerstone Advisors. His prior experience includes national bank examiner for

Vincent Hui specializes in strategic planning and leads the Merger & Acquisition and Risk Management practices for Cornerstone Advisors. Vincent’s

Mike Langenkamp specializes in technology and system selections at Cornerstone Advisors. He helps clients complete unemotional, informed decisions. His prior

Michelle brings over 20 years of bank leadership experience specializing in project management, process improvement, budgetary controls, change management, delivery,

Butch Leonardson leads IT Leadership and CIO Coaching at Cornerstone Advisors. Butch has helped numerous organizations improve leadership effectiveness. His

Daryl Jones specializes in consumer lending, mortgage lending, performance and process improvement at Cornerstone Advisors. Daryl helps clients by leading

Ryan Myers specializes in process improvement, strategy, and customer relationship management systems at Cornerstone Advisors. He helps clients achieve better

Joel Pruis specializes in commercial lending, small business lending, and performance improvement at Cornerstone Advisors. He has helped numerous financial

Ryan Rackley specializes in contract negotiations, payments, mergers, branches, and technology at Cornerstone Advisors. He helps clients reduce vendor costs

Melissa Rogers specializes in performance and process improvement at Cornerstone Advisors. Melissa helps clients facilitate the discovery, evaluation and planning

Ted Thames specializes in strategic planning at Cornerstone Advisors with a focus on field of membership expansion, charter changes, mergers,

Jim Trautwein specializes in information technology at Cornerstone Advisors. He has helped several financial institutions gain value and performance from

Alison Van Pelt specializes in implementations, conversions, and project change management at Cornerstone Advisors. She helps clients transform their current

Ryan Brogan specializes in contact center and lending performance improvement and benchmarking for Cornerstone Advisors. He helps financial institutions outperform

James is a senior consultant in our Contract & Payments solution area. James is a results-focused professional with over 14

Diana Everett is a senior consultant at Cornerstone Advisors in the technology solution area. Diana specializes in change management, process

Steve Koenemann specializes in technology, implementations/project management and system selection at Cornerstone Advisors. Steve’s prior experience includes chief technology officer

Nick Lane is the product manager for Cornerstone’s vendor management practice. In this role, he assists clients in assessing their

Kaleb Seymour specializes in strategic planning, channels, mergers, and wealth management at Cornerstone Advisors. He helps solve complex problems and

Mike Armbruster specializes in contract negotiations, technology, implementations and conversions at Cornerstone Advisors. Mike helps clients execute successful conversions and

Mark Carron specializes in conversions and information technology at Cornerstone Advisors. Mark has helped a number of financial institutions assess

Bill McFarland specializes in conversions, mergers, operations, and processing performance at Cornerstone Advisors. Bill has helped several financial institutions achieve

Glenda Reed specializes in branch, deposit, and loan operations and related process improvement for Cornerstone Advisors. Glenda’s prior experience includes

Michael specializes in Telecom/ATM contract negotiations by helping clients realize Telecom savings potential through consolidation and/or merging of new technology

Kristen Bailey specializes in technology risk assessments at Cornerstone Advisors. She helps clients understand vendor documents and identifies risk for

As an Analyst at Cornerstone Advisors, Matt works on a variety of client engagements as a member of the Technology

Maria Dimas-Garcia specializes in technology and system selections at Cornerstone Advisors. Maria is a liaison between clients, consultants and vendors.

Tristan Green specializes in strategic planning at Cornerstone Advisors. Tristan’s prior experience includes retail sales management and business development. Tristan

Linette Harris specializes in analysis for the Cornerstone Performance Report studies and related research at Cornerstone Advisors. She helps financial

Thomas Milillo specializes in performance, process improvement, and lending at Cornerstone Advisors. Thomas helps clients achieve greater efficiency and profitability

Aaron Moran specializes in technology and financial analysis. Aaron creates financial models, interprets data, and identifies creative ways to support

As an Analyst at Cornerstone Advisors, Michael specializes in Lending Solutions and works on a variety of client engagements as

Bernita Stephans specializes in data analysis and project coordination with a focus on contract negotiations at Cornerstone Advisors. She is

As a Solution Operations Manager at Cornerstone Advisors, Ben relies on his strong analytical, communication and organizational skills to support

Beth Dalton specializes in technology at Cornerstone Advisors. Her operational role for the team is managing internal commitments including marketing,

Jackie Lee specializes in performance solutions management coordination at Cornerstone Advisors. Her operational role for the team is managing internal

Jen Wagner specializes in contract negotiations with an emphasis on payments, marketing and training at Cornerstone Advisors. Jen focuses on

Kim Frances specializes in administration and project coordination with a focus on schedule management at Cornerstone Advisors. She is responsible

Amanda Garrett specializes in administration and project coordination with a focus on technology at Cornerstone Advisors. She is responsible for

Chantell Williams specializes in project management and client communications at Cornerstone. Chantell has strong organizational and problem-solving skills, and has

Ryan Foster specializes in digital marketing at Cornerstone Advisors. He manages Cornerstone’s online presence and digital communications through the use

As Design and Editorial Director, Cate Pitts ensures that Cornerstone’s publishing and promotional activities consistently reflect the company’s brand and

Emily Waite connects communities and leads Executive Roundtables at Cornerstone Advisors. The small, private roundtables of bank and credit union

Josh is a seasoned systems administrator familiar with MS Exchange, MS Windows Server 2003‐2012, and MS Windows OS NT/2000/XP/vista/7/8. He

Thomas Borjon specializes in database management, operations, and technology at Cornerstone Advisors. His clients are his co-workers and he helps

Tatiana has spent the last 11 years at the international law firm, Denton US LLP, as an Executive Assistant /

Cheryl specializes in web and database development at Cornerstone Advisors. She has 20+ years experience in the IT industry, including

Robin Putnam specializes in operations, reporting, events, and special projects at Cornerstone Advisors. She coordinates several efforts across the firm