Our Team

One of the founding partners of Cornerstone Advisors, Scott Sommer brings leadership and distinctiveness to Cornerstone’s consulting practice. He has

As a co-founder of Cornerstone Advisors, Steve Williams heads up the firm’s Strategy and Execution Solutions practice and is actively

Bob Roth brings to Cornerstone Advisors more than 30 years of experience managing and directing all aspects of information technology

A co-founder of Cornerstone Advisors, Terence brings 40 years of experience in bank operations and consulting. He has directly managed

Ryan Rackley has negotiated more than 400 technology contracts for his clients. He brings an in-depth knowledge of all aspects

Brad Smith has spent nearly three decades helping community and regional financial institutions achieve their business goals by integrating strategy

Quintin Sykes leads Cornerstone’s Technology Solutions group and has over 30 years of technology and operations experience in financial services

As co-leader of Cornerstone Advisors’ Strategy and Execution Practice, Eric Weikart shows banks and credit unions how to use peer

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

Jim Burson brings to his role as managing director in Cornerstone Advisors’ Channels practice a deep knowledge of the financial

Vincent Hui brings to Cornerstone Advisors nearly 25 years of experience in the financial services industry, where he has served

Howard Mooney brings more than 20 years of banking industry leadership to his role as managing director in Cornerstone Advisors’

John Venzon brings 25 years of banking, vendor and consulting experience to Cornerstone Advisors. As managing director of the Technology

Andrea Lipo leads operations and information technology at Cornerstone Advisors and directs the firm’s internal process improvement, program management, strategy

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

Onker Basu is a senior leader with over 25 years of banking and consulting experience. He has been consistently recognized

Ryan Brogan specializes in performance improvement and benchmarking at Cornerstone Advisors with a key focus in contact centers and lending.

Tony DeSanctis brings more than 20 years of financial services experience to Cornerstone Advisors. As co-lead of the firm’s Payments

Niel Devasir brings 20 years of financial services executive leadership experience to his role as senior director in Cornerstone Advisors’

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

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

As senior director for Cornerstone Advisors, Scott Hodgins is actively involved with the firm’s benchmarking, strategic planning, technology and system

Daryl Jones puts his strong performance and process improvement background to work at Cornerstone, where he manages the Mortgage Lending

Sam Kilmer leads Cornerstone Advisors’ fintech advisory practice working with industry providers, fintechs and investors. He also leads selective strategy

Nick Lane is a senior director in Cornerstone Advisors’ Contract Negotiations practice, where his primary focus is helping financial institutions

As a senior director with Cornerstone Advisors, John Meyer leads the firm’s Business Intelligence and Data Analytics practice. In this

Ryan Myers has nearly 20 years of experience in the financial services industry with an emphasis on strategic planning and

In the commercial and small business segments, Joel Pruis brings more than 25 years of experience delivering fundamental change in

Ron Shevlin has been a management consultant for more than 25 years, working with leading financial services, consumer products, retail

Clio Silman puts her expertise in M&A and systems and process integration to work in her role as an implementation

Kim Swenson brings more than two decades of financial services management consulting, retail banking and payments experience to her role

As senior director for Cornerstone Advisors, Steve Wildman leads the Core Transformation Practice and is actively involved with the firm’s

James Davis is a director in the Payments and Contract Negotiations solutions areas at Cornerstone Advisors. He is a results-focused

Margaret Glick is a director in Cornerstone Advisors’ Technology Solutions group, where she applies her 30-plus years of banking experience

An experienced operations leader, Tom Hill is dedicated to continuous learning, mentoring and improvement. As a director in Cornerstone Advisors’

Alex puts more than 15 years of industry experience in market research, product strategy and credit analytics to work in

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

Chris Miller brings nearly a decade of experience in digital marketing and innovation to Cornerstone Advisors. Chris is skilled at

As a director in Cornerstone Advisors’ Strategy and Execution practice, Michael Rempel specializes in lending solutions and works on a

As a director in the Delivery Channels practice at Cornerstone Advisors, Amanda Swanson is focused on delivery channel strategy and

As a senior consultant in Cornerstone Advisors’ Contract Negotiations practice, Michael Watkins specializes in telecom/ATM contract negotiations. In this role,

After successfully completing Cornerstone Advisors’ internship program, Tomasz Bazant joined the firm as a consultant in the Contract Negotiations and

Adam Boyle brings 15 years of bank management experience to Cornerstone Advisors. As a consultant in the firm’s Technology Solutions

As a consultant in Cornerstone Advisors’ Strategy and Execution practice group, Galen specializes in performance analytics and benchmarking. He helps

Geoff Gray puts a 20-year proven track record in financial analysis, relationship and project management to work in his role

Tristan Green brings many years of business development, strategy and data analytics to Cornerstone Advisors. As a consultant for Cornerstone’s

As a consultant at Cornerstone Advisors, Elizabeth Gujral assists in the development of quantitative and qualitative analyses that ultimately help

Kevin Knighton brings to Cornerstone Advisors a strong track record of improving business processes through automation and redesign. As a

Jessica Pinkston is a consultant in the Technology Services group at Cornerstone Advisors, where the firm’s clients benefit from her

Following his successful completion of Cornerstone Advisors’ internship program, Oliver Syme was invited to join the company as a consultant

Austin Wofford is a consultant in the Delivery Channels practice at Cornerstone advisors. Austin specializes in combining financial analysis, digital

Corey Ziring is a consultant in Cornerstone Advisors’ Technology Services group. In this role, he works closely with clients to help

Mike Armbruster specializes in contract negotiations, technology, implementations and conversions at Cornerstone Advisors. Mike’s goal at Cornerstone is to help

As an associate consultant in Cornerstone Advisors’ Technology Services practice, Jim Trautwein helps financial institutions gain value and performance from

As an associate consultant in Cornerstone Advisors’ Contract Negotiations group, Laurie Venzon puts 20 years of diverse banking experience to

Andy Walberg brings to Cornerstone Advisors a diverse background in direct and channel sales, strategy and idea generation, analytics and

Rachel Cardona brings many years of administrative experience to her role as project administrator at Cornerstone Advisors, where she supports

Roya Faraji brings to Cornerstone Advisors a proven track record of quality service in all facets of project management and

As a project administrator in the Strategy and Execution group at Cornerstone Advisors, Kim Frances specializes in administration and project

Christy Callebaut is a project coordinator for the Strategy and Execution group at Cornerstone Advisors where she supports the team

Bernita Stephans brings a rich history of data analysis and project coordination to Cornerstone Advisors’ Contract Negotiation practice, where she

As a solution operations manager in Cornerstone Advisors’ Strategy and Execution practice area, Ben Cofer relies on strong analytical, communication

As a solution operations manager, Beth Dalton plays a vital role in the coordination of activities for Cornerstone Advisors’ Technology

Shannon is a project management specialist with experience designing and delivering versatile marketing strategies geared toward business development and customer

Jami Forbes is a Solutions Operations Coordinator in our Contract Negotiations group.  Her role is to work with the entire

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

Michelle Gothan is a Marketing Associate at Cornerstone. She is responsible for coordinating all customer-facing events, including roundtables, trade shows,

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

Matt is an experienced marketing professional with a career history that includes local and global strategies for both B2C and B2B

As client relationship director, Jennifer Wagner consistently strives to provide Cornerstone Advisors clients with top-notch customer service and satisfaction.  She

Emily Waite connects communities and leads Cornerstone Advisors’ private bank and credit union executive roundtables. Prior to Cornerstone, Emily was a

Chris Barmore is a Security & Desktop Management/Network Administrator in Operations/IT. Chris has over 19 years’ experience in desktop management

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

As a senior data scientist, Judd Heckman plays an integral role on the IT/Operations team at Cornerstone Advisors. More than

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

Stephanie Olsen is an Administrative Assistant at Cornerstone Advisors. Her responsibilities include freeing up time for colleagues to complete their

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

Ben Sexton is a Web Developer at Cornerstone Advisors. In this role, Ben is focused on the design, development, testing,

Kaye Sylvester delivers more than five years’ experience in desktop and network administration to Cornerstone Advisors’ IT/Operations team. Before joining