Our Team

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Laurie Venzon is a Senior Director in our Contract Negotiations Solution Group with over 20 years of banking experience. Laurie

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

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

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

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

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

David Rhodes is a Director in IT Advisory/Technology Solutions group at Cornerstone Advisors. David works with clients in projects related

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Susan Ille has over 9 years’ experience as a Project and Test Coordinator.  For the last 4 years she has

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Barry Katzen is the Director of Marketing at Cornerstone Advisors, in his role he is responsible for synthesizing content from

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

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

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

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

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

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

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

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

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

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

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