Our Team

Our Executive Leadership

Scott Sommer
President & CEO

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

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Terence Roche
Principal

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

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Steve Williams
Principal

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

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Carl Faulkner
Founding Principal 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
480.794.0274

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

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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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Sam Kilmer
Senior Director
480.425.5210

Sam Kilmer specializes in strategic planning, marketing, and delivery at Cornerstone Advisors.  Sam’s prior experience includes strategy, analytics, digital delivery,

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Ron Shevlin
Director of Research

Ron Shevlin leads research at Cornerstone Advisors including the Cornerstone Performance Report and the Insight Vault. Cited often in the

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Andrea Lipo
Director 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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Mary Anne Keegan
Chief Marketing Officer

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

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Susan Mounts
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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Directors

Wes Bjorklund
Senior Director

Wes Bjorklund specializes in technology, operations, risk, and process improvement at Cornerstone Advisors. He helps financial institutions better serve customers

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Jim Burson
Senior 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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Steve Carroll
Director

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

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Tim Daley
Director

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

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Niel Devasir
Senior Director

Niel Devasir brings 20 years of financial industry experience to Cornerstone Advisors. He is an accomplished executive leader with experience

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Joe Ganzelli Sr.
Senior Director

Joe Ganzelli Sr. specializes in process improvement at Cornerstone Advisors. Joe helps clients by identifying and implementing tactical strategic process

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Brandi Gregory
Director

Brandi Gregory specializes in contract negotiations and payments at Cornerstone Advisors. She helps clients achieve satisfaction with vendors and market

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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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Vincent Hui
Senior 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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Mike Langenkamp
Senior Director

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

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Butch Leonardson
Director, IT Leadership & CIO Coaching

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

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Daryl Jones
Director
317.441.8341

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

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Ryan Myers
Director
602-561-2099

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

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Joel Pruis
Senior Director
317.650.4185

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

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Ryan Rackley
Senior Director

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

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Melissa Rogers
Director
910.232.6434

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

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Michelle Shoop
Director

Michelle Shoop specializes in contract negotiations, payments, and wealth management at Cornerstone Advisors. She focuses on payments growth, credit card

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Ted Thames
Senior Director

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

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Jim Trautwein
Senior Director

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

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Alison Van Pelt, PMP
Director

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

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Our Consultants

Ryan Brogan
Consultant
602.329.0945

Ryan Brogan specializes in lending, process improvement and benchmarking for Cornerstone Advisors. He helps financial institutions outperform their peers by

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Nick Lane
Consultant

Nick Lane specializes in contract negotiations, payments, wealth management, and human resources at Cornerstone Advisors. Nick leverages strong interpersonal skills,

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Daria Nazarewycz
Consultant

Daria Nazarewycz specializes in technology, implementations, conversions, and vendor performance management at Cornerstone Advisors. Daria has helped several financial institutions

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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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Mark Carron
Associate Consultant

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

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Bill McFarland
Associate Consultant

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

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Glenda Reed
Associate Consultant

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

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Kathleen Niswander
Associate Consultant

Kathleen Niswander specializes in enterprise content management, performance and loan operations at Cornerstone Advisors. Kathleen's expertise helps clients take advantage

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Our Analysts

Kristen Bailey
Analyst

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

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Maria Dimas-Garcia
Analyst

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

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Tristan Green
Strategic Planning Analyst

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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Linette Harris
Analyst

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

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Thomas Milillo
Analyst

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

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Aaron Moran
Analyst

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

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Anthony Nguyen
Analyst

Anthony Nguyen specializes in contract negotiations and payments at Cornerstone Advisors. He helps clients reduce costs and increase revenue through

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Michael Rempel
Analyst

As an Analyst at Cornerstone Advisors, Inc., Michael Rempel works on a variety of client engagements as a member of

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Kaleb Seymour
Financial Analyst

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

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Solutions Operations Team

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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Jackie Lee
Solutions Operations Manager

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

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Marie Mack
Solutions Operations Manager

Marie Mack specializes in proposal development and needs assessment for Cornerstone Advisors, especially in complex approaches to mergers, risk, and

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Jennifer Wagner
Solutions Operations Manager

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

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Bernita Stephans
Solutions Coordinator

Bernita Stephans specializes in administration and project coordination with a focus on contract negotiations and payments at Cornerstone Advisors. She

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Our Marketing Team

Ryan Foster
Marketing Coordinator

Ryan Foster specializes in marketing at Cornerstone Advisors. He helps the team lead, juggle, and report on multiple marketing and

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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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Emily Waite
Client Relations and Education Director

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

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Our Operations Team

Thomas Borjon
Database Analyst

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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Melanie Garcia
Administration Specialist

Melanie Garcia specializes in greeting clients at Cornerstone Advisors. She focuses on reception and administrative support and upkeep of the

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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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Rich Rojo
Network/Desktop Analyst

Rich Rojo specializes in internal systems and technology at Cornerstone Advisors. Rich’s prior experience includes management of a large fleet

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Michael Lockwood
SQL Database Developer

Michael Lockwood specializes in designing, developing, transmogrifying and bringing data to life at Cornerstone Advisors. Michael is a graduate of

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Upcoming Events

Webinar: Is your Bank Making a Core Decision by June 2019?

Make the Right Decision, Save Money, Improve Performance Are you frustrated with the return on…

D&H Sells to Vista: Vendors and the Chasm of Mistrust

With an ever-shrinking number of vendors in the FinTech pool, bankers must hold their providers accountable - even it it means leaving them.

Cornerstone Performance Report for Credit Unions 2016

The report, in its 10th year of publication, shows CEOs how they can pinpoint strategic initiatives by identifying potentially millions of dollars of performance improvements and cost-saving opportunities.