Our Team

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

Executive Leadership

Scott Sommer
CEO & Partner

Scott Sommer, chief executive officer, is one of the founding partners of Cornerstone Advisors. He brings to Cornerstone more than

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Steve Williams
President & Partner

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

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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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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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Bob Roth
Partner

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

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Eric Weikart
Partner

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

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Jim Burson
Managing Director

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

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Vincent Hui
Managing Director

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

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Ryan Rackley
Managing Director

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

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Brad Smith
Managing Director

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

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Quintin Sykes
Managing Director

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

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John Venzon
Managing Director

John Venzon is a Managing Director in the Technology Solutions group. In this new role he leads the IT Advisory

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Andrea Lipo
Vice President of Operations

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

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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 and has been consistently recognized

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Tony DeSanctis
Senior Director

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

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Niel Devasir
Senior Director

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

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Joe Ganzelli Sr.
Senior Director

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

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Brandi Gregory
Senior Director

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

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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

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

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Daryl Jones
Senior Director

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

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Sam Kilmer
Senior Director

Sam Kilmer leads advisory for fintech, vendors, and investors at Cornerstone Advisors. Kilmer also conducts selected research and strategic and

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John Meyer
Senior Director

John Meyer is a Senior Director, BI/Data Analytics Practice Leader with a very unique and diverse background. Prior to joining

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George Morelli
Senior Director

George Morelli is a Senior Director in Technology Solutions at Cornerstone Advisors. George’s focus is in our M&A and system

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Joel Pruis
Senior Director

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

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Ron Shevlin
Director of Research

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

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Kim Swenson
Senior Director

Kim Swenson joins Cornerstone Advisors as a Senior Director in Payments and Contract Negotiations.  Kim has 13 years of management

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Directors

Ryan Brogan
Director

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

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James Davis
Director

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

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Margaret Glick
Director

Margaret Glick is a Director in our Technology Solutions group. In her role, she is focused on merger and technology

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Tom Hill
Director

Tom Hill is a Director in Strategy & Execution Solutions. In his role, Tom will works closely with clients in

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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 officer

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Nick Lane
Director

Nick Lane is a Director at Cornerstone Advisors, he is the product manager for Cornerstone’s vendor management practice, he also

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Chris Miller
Director

Chris Miller has over 9 years of digital marketing experience and has spent the last five years at 1st Source

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Ryan Myers
Director

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

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Kaleb Seymour
Director of Insights & Analytics

Kaleb Seymour leads Cornerstone’s internal analytic development by building rigorous models and the standardization of frameworks and deliverables. Kaleb specializes

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Consultants

Amanda Swanson
Senior Consultant

Amanda Swanson is a Senior Consultant in the Delivery Channels practice at Cornerstone Advisors. In her role, Amanda focuses on

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Michael Watkins
Senior Consultant

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

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Adam Boyle
Consultant

Adam Boyle is a Consultant with the Technology Solutions group at Cornerstone Advisors. In his role, he is focused on

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Garrett Coombes
Consultant

Garrett Coombes is a Consulant in Strategy & Execution Solutions at Cornerstone Advisors. Garrett has spent the last 5 years

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Galen Everett
Consultant

Galen Everett joined Cornerstone Advisors as a Consultant in our Strategy & Execution group.  Having previously interned with Cornerstone in

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Tristan Green
Consultant

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

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Kevin Knighton
Consultant

Kevin Knighton is a Consultant at Cornerstone Advisors. He provides project management oversight to ensure all teams are working together

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Michael Rempel
Consultant

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

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Vishnu Warrier
Consultant

Vishnu is a Consultant at Cornerstone Advisors in the Strategy & Execution Solution area. His focus is on process improvement

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Austin Wofford
Consultant

Austin Wofford is a Consultant in Channels at Cornerstone Advisors. Austin worked for 3 years as a Brokerage Professional and

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Corey Ziring
Consultant

Corey Ziring joins Cornerstone as a Consultant in the Technology group.  Corey’s background includes internships at financial services and commercial

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Jessica Pinkston
Consultant

Jessica Pinkston comes to Cornerstone with years of extensive knowledge of bank processes and FIS based solutions to execute strategy

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Mike Armbruster
Associate Consultant

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

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Jim Trautwein
Associate Consultant

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

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Laurie Venzon
Associate Consultant

Laurie Venzon is an Associate Consultant in our Contract Negotiations Solution Group with over 20 years of banking experience. Laurie

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Analysts

Roya Faraji
Project Administrator

Roya Faraji is a seasoned project coordinator with over 14 years of client service and support.  For the last 8

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Geoff Gray
Analyst

Geoff Gray is an Analyst at Cornerstone Advisors in the Contracts and Payments solution area. Geoff spent 12 years at

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Bernita Stephans
Analyst

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

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Rachel Cardona
Project Administrator

Rachel Cardona is a Project Administrator in our Technology Solutions group. In her role, she supports team members by providing

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Kim Frances
Project Administrator

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

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Solutions Operations

Ben Cofer
Solutions Operations Manager

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

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Beth Dalton
Solutions Operations Manager

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

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Christy Callebaut
Solutions Operations Coordinator

Christy Callebaut is a Solutions Operations Coordinator for Strategy & Execution.  Christy provides organizational support to the team including maintaining

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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

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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Ryan Stack
Director of Communications

Ryan Stack is a talented and creative content writer with over 7 years’ experience in brand and communications marketing.  In

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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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Emily Waite
Director of Client Development

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

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Jennifer Wagner
Client Relationship Director

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

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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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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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Taylor Moorman
Business Intelligence Developer

Taylor Moorman is an expert user in all Microsoft Office applications.  He has a high level of proficiency in C#,

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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.