Our Team

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

Executive Leadership

Scott Sommer
CEO & Partner

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

View profile
Terence Roche
Partner

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

View profile
Steve Williams
President & Partner

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

View profile
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,

View profile
Bob Roth
Partner

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

View profile
Eric Weikart
Partner

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

View profile
Brad Smith
Managing Director

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

View profile
Quintin Sykes
Managing Director

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

View profile
Sam Kilmer
Senior Director

Sam Kilmer specializes in bank strategic & delivery planning as well as advisory for fintech, vendors and investors at Cornerstone

View profile
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

View profile
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

View profile
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

View profile
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

View profile

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

View profile
Jim Burson
Senior Director

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

View profile
Steve Carroll
Director

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

View profile
Tim Daley
Director

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

View profile
Tony DeSanctis
Senior Director

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

View profile
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

View profile
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

View profile
Brandi Gregory
Senior Director

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

View profile
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

View profile
Scott Hodgins
Senior Director

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

View profile
Vincent Hui
Senior Director

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

View profile
Daryl Jones
Director

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

View profile
Mike Langenkamp
Senior Director

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

View profile
Michelle Lederer
Director

Michelle brings over 20 years of bank leadership experience specializing in project management, process improvement, budgetary controls, change management, delivery,

View profile
Butch Leonardson
Director

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

View profile
Ryan Myers
Director

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

View profile
Joel Pruis
Senior Director

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

View profile
Ryan Rackley
Senior Director

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

View profile
Melissa Rogers
Director

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

View profile
Ted Thames
Senior Director

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

View profile
Jim Trautwein
Senior Director

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

View profile
Alison Van Pelt, PMP
Senior Director

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

View profile

Consultants

Ryan Brogan
Senior Consultant

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

View profile
James Davis
Senior Consultant

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

View profile
Steve Koenemann
Senior Consultant

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

View profile
Nick Lane
Consultant

Nick Lane is the product manager for Cornerstone’s vendor management practice. In this role, he assists clients in assessing their

View profile
Kaleb Seymour
Consultant

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

View profile
Mike Armbruster
Associate Consultant

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

View profile
Mark Carron
Associate Consultant

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

View profile
Bill McFarland
Associate Consultant

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

View profile
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

View profile
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

View profile

Analysts

Kristen Bailey
Analyst

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

View profile
Matt Boyd
Analyst

As an Analyst at Cornerstone Advisors, Matt works on a variety of client engagements as a member of the Technology

View profile
Devin Crow
Project Administrator

Devin Crow is a Project Administrator for Technology Solutions at Cornerstone. In her role, Devin supports her team on multiple

View profile
Maria Dimas-Garcia
Project Coordinator

Maria Dimas-Garcia specializes in large-scale multi-faceted project management system selections and implementations within the technology practice area at Cornerstone Advisors.

View profile
Geoff Gray
Analyst

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

View profile
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

View profile
Linette Harris
Analyst

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

View profile
Kevin Knighton
Project Coordinator

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

View profile
Thomas Milillo
Analyst

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

View profile
Michael Rempel
Analyst

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

View profile
Bernita Stephans
Analyst

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

View profile
Vishnu Warrier
Analyst

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

View profile

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

View profile
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,

View profile
Tracey Viloria
Solutions Operations Manager

Tracey Viloria specializes in the organization of people and processes at Cornerstone Advisors. She helps colleagues by managing internal commitments

View profile
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

View profile
Christy Callebaut
Solutions Operations Coordinator

Christy Callebaut is a Solutions Operations Coordinator for Strategy & Execution at Cornerstone. Christy provides administrative support to the team

View profile
Kim Frances
Solutions Coordinator

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

View profile
Amanda Garrett
Solutions Coordinator

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

View profile
Chantell Williams
Solutions Coordinator

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

View profile

Marketing

Ryan Foster
Digital Marketing Specialist

Ryan Foster specializes in digital marketing at Cornerstone Advisors. He manages Cornerstone’s online presence and digital communications through the use

View profile
Michelle Gothan
Marketing Coordinator

Michelle Gothan is a Marketing Coordinator at Cornerstone. She provides administrative support to our Marketing team along with our Research

View profile
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

View profile
Emily Waite
Client Relations Director

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

View profile

Operations

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

View profile
Tatiana Koelmeyer
Executive Assistant

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

View profile
Stephanie Olsen
Administrative Assistant

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

View profile
Robin Putnam
Operations Specialist

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

View profile
Ayo Sodimu
Business Intelligence Developer

Ayo Sodimu is a Business Intelligence Developer at Cornerstone Advisors. He provides technology BI development and solutions across the organization.

View profile

Q2 to Acquire Cloud Lending. So What?

The mashup of transactional digital banking and digital sales is well underway in the market, as is evidenced by last week’s announcement by Q2 of its intent to acquire Cloud Lending Solutions.

Bank Chief Financial Officer Roundtable

An executive exchange providing a private forum for bank CFOs. Join us to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.

How Does Your Bank’s Marketing Performance Stack Up?

Calculate your Marketing Intensity Ratio to better assess marketing performance.

Scroll Up