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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Terence Roche
Partner

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

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Bob Roth
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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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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Brad Smith
Partner

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

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Quintin Sykes
Partner

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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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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Kevin Eskew
Chief Transformation Officer

Kevin Eskew brings to Cornerstone Advisors a long history of success in financial leadership, business improvement, and corporate integration at

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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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Howard Mooney
Managing Director

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

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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 Information Technology and 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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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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Brandi Gregory
Senior Director

Brandi Gregory has over 20 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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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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Clio Silman
Senior Director

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

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Steven Simpson
Senior Director, Data Science

Steven Simpson is an expert in helping banks and credit unions use advanced analytics to mitigate risk, manage profit, and

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Kim Swenson
Senior Director

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

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Steve Wildman
Senior Director

As senior director in Cornerstone Advisors’ Technology Solutions practice, Steve Wildman is actively involved with the firm’s system selection engagements.

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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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Gary Glenn
Director

Gary Glenn brings 30 years’ experience with core banking systems and complementary solutions to his role as director in Cornerstone

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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 applying continuous improvement principles in banking. As a director in Cornerstone

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Alex Johnson
Director, Research/Fintech

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

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Chris Miller
Director

Chris Miller is a digital innovation executive skilled in the art of translating data-driven insights into actionable strategies that drive

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Jessica Pinkston
Director

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

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Michael Rempel
Director

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

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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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Betsy Whisler
Director

Betsy Whisler brings to Cornerstone Advisors a rich background in digital strategy, product development and strategic planning at financial institutions.

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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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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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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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Justin Colella
Consultant

After successfully completing Cornerstone Advisors’ internship program, Justin Colella was invited to put his proven aptitude for efficiency, process improvement,

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Galen Everett
Consultant

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

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Joseph Figueroa
Consultant

Joey Figueroa is an economics expert who brings years of experience working with datasets and analytics to the Delivery Channels

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Geoff Gray
Consultant

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

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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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Elizabeth Gujral
Consultant

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

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Lindsay Hooks
Consultant

Lindsay Hooks brings to Cornerstone Advisors’ Technology Solutions and Implementations practice areas wide-ranging experience in EMV issuance, both contact and

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Tara Johnson
Consultant

Tara Johnson brings a strong background in contract development, analysis, and negotiation to the Contract Negotiations team at Cornerstone Advisors.

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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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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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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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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

Working in Cornerstone Advisors’ Contract Negotiations group, Laurie Venzon brings 20 years of diverse banking experience to help clients improve the

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Analysts

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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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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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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Mahmoud (Mike) Abboud
Project Coordinator

As a project coordinator at Cornerstone Advisors, Mike Abboud collaborates with the Technology Solutions and Implementations teams to develop standardized

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Christy Callebaut
Project Coordinator

As project coordinator for Cornerstone Advisors’ Strategy and Execution group, Christy Callebaut supports a wide array of client engagements, with a primary

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Solutions Operations

Beth Dalton
Solutions Operations Director

As the leader of Cornerstone Advisors’ consultant support activities, Beth Dalton calls upon her exceptional skills in project management, data

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Lesley Deason
Solutions Operations Manager

Lesley Deason brings over a decade of operations and business management experience to her role as solutions operations manager for

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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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Amanda Garrett, CAP
Solutions Operations Coordinator

Amanda Garrett calls on her administrative and project coordination expertise to ensure consistently productive relationships between Cornerstone Advisors clients and

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Marketing & Client Development

Brianne Bailey
Lifecycle and Content Marketing Director

An accomplished senior marketing professional, Brianne Bailey leads Cornerstone Advisors’ customer engagement/retention, marketing automation and content planning initiatives. Brianne brings

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Shannon Crandall
Service Line Marketing Director

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

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Cate Pitts
Design & Editorial Director

Cate Pitts ensures Cornerstone Advisors’ publications and client-facing initiatives consistently reflect the company’s brand. She edits the firm’s marketing collateral,

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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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Andrew (Andy) Walberg
Senior Account Manager

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

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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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Anna Dodds
Director of Talent Development

An experienced learning and development professional, skilled at collaboration across all organizational levels, Anna Dodds designs professional development and education

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Judd Heckman
Senior Data Scientist

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

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Tatiana Koelmeyer
Executive Assistant

Tatiana Koelmeyer 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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Joe Pemberton
Solutions Engineer

A highly skilled information technology professional, Joe Pemberton assists in the design and implementation of Cornerstone Advisors’ various I.T. systems.

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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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Jennifer Thomas
Senior Business Intelligence Architect

As senior business intelligence architect in Cornerstone’s IT/Operations group, Jennifer Thomas leads the adoption of internal BI competencies and translates

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Michelle Wong
HR Recruiter/Operations Coordinator

Michelle Wong brings to Cornerstone Advisors years of experience supporting human resources hiring and recruiting initiatives. She is a skilled

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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.