Our Team

Our experienced banking consultants provide revenue and performance enhancing results for your financial institution.

Executive Leadership

Scott Sommer
Chief Executive Officer and Partner

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

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Steve Williams
President and Partner

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

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Bob Roth
Chief Operations Officer and Partner

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

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Terence Roche
Partner

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

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Eric Weikart
Partner

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

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Ryan Rackley
Partner

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

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Carl Faulkner
Founding Partner Emeritus

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

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Jim Burson
Managing Director

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

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Vincent Hui
Managing Director

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

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Brad Smith
Managing Director

Brad Smith has spent more than two decades helping community and regional financial institutions achieve their business goals by integrating

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Quintin Sykes
Managing Director

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

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John Venzon
Managing Director

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

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Andrea Lipo
Vice President of Operations

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

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Susan Mounts SPHR, SHRM-SCP
Director of Human Resources

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

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Senior Directors

Onker Basu
Senior Director

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

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Ryan Brogan
Senior Director

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

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Tony DeSanctis
Senior Director

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

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Niel Devasir
Senior Director

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

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Joe Ganzelli Sr.
Senior Director

As a senior director in the Strategy and Execution practice at Cornerstone Advisors, Joe Ganzelli puts more than 30 years

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Brandi Gregory
Senior Director

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

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Brian Hagan, CPA
Senior Director

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

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Scott Hodgins
Senior Director

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

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Daryl Jones
Senior Director

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

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Sam Kilmer
Senior Director

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

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Nick Lane
Senior Director

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

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John Meyer
Senior Director

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

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George Morelli
Senior Director

George Morelli is a senior director in Technology Solutions at Cornerstone Advisors. His focus is in the firm’s M&A and

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Ryan Myers
Senior Director

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

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Joel Pruis
Senior Director

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

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Ron Shevlin
Director of Research

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

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Kim Swenson
Senior Director

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

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Directors

James Davis
Director

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

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Margaret Glick
Director

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

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Tom Hill
Director

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

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Steve Koenemann
Director

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

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Chris Miller
Director

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

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Amanda Swanson
Director

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

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Consultants

Michael Watkins
Senior Consultant

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

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Adam Boyle
Consultant

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

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Galen Everett
Consultant

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

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Tristan Green
Consultant

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

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Kevin Knighton
Consultant

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

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Michael Rempel
Consultant

As a consultant at Cornerstone Advisors, Michael Rempel specializes in lending solutions and works on a variety of client engagements

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Austin Wofford
Consultant

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

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Corey Ziring
Consultant

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

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Jessica Pinkston
Consultant

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

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Geoff Gray
Consultant

Geoff Gray puts his proven track record of business analytics and project management to work in his role as an

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Tomasz Bazant
Consultant

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

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Oliver Syme
Consultant

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

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Mike Armbruster
Associate Consultant

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

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Jim Trautwein
Associate Consultant

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

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Laurie Venzon
Associate Consultant

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

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Analysts

Roya Faraji
Project Administrator

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

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Bernita Stephans
Analyst

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

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Rachel Cardona
Project Administrator

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

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Kim Frances
Project Administrator

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

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Solutions Operations

Ben Cofer
Solutions Operations Manager

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

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Beth Dalton
Solutions Operations Manager

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

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Christy Callebaut
Solutions Operations Coordinator

Christy Callebaut is a Solutions Operations Coordinator for the Strategy and Execution team at Cornerstone Advisors. Christy provides organizational support

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Shannon Crandall
Solutions Operation Manager

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

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Amanda Garrett
Solutions Operations Coordinator

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

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Jami Forbes
Solutions Operations Coordinator

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

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Chantell Williams
Solutions Operations Lead

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

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Marketing & Client Development

Michelle Gothan
Marketing Associate

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

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Cate Pitts
Design & Editorial Director

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

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Matt Shearon
Director of Digital Marketing

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

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Jennifer Wagner
Client Relationship Director

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

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Emily Waite
Director of Client Development

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

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Operations

Chris Barmore
Security & Desktop Management/Network Administrator

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

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Thomas Borjon
Information Systems and Database Specialist

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

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Tatiana Koelmeyer
Executive Assistant

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

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Stephanie Olsen
Administrative Assistant

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

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Robin Putnam
Operations Specialist

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

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Ben Sexton
Web Developer

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

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How Banks Can Stay More Connected Like Amazon

Six ways financial institutions can prepare to better connect with customers who are nearly all digital-first now.

FIS/Worldpay Agree to Combine: So What?

Game-changing mergers are creating bigger, more diversified vendors that banks and credit unions use for payments services.

Cornerstone Advisors Fall Payments School

Continually emerging payment technologies keep financial institutions struggling to be at the forefront of their market. Join Cornerstone’s Payments Experts for 2-full days of learning this cutting-edge environment and how to keep your FI ahead of the game.