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Our Team

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

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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 View profile

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Al Dominick

Partner

Al Dominick has an established reputation for getting difficult things done and helping industry leaders deliver smarter, faster, measurable outcomes on key strategic initiatives View profile

Ryan Rackley | Cornerstone Advisors

Ryan Rackley

Partner

Ryan Rackley leads a team of highly specialized technology contract negotiation consultants in the firm’s Contract Negotiation, M&A, and View profile

Terence Roche

Terence Roche

Partner

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

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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 View profile

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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 View profile

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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 View profile

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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 View profile

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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, View profile

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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 View profile

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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, strategyView profile

Ron Shevlin

Ron Shevlin

Chief Research Officer

Ron Shevlin has been a management consultant for more than 25 years, working with leading financial services, consumer products, retailView profile

 

Managing Directors

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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 financialView profile

Niel Devasir | Cornerstone Advisors

Niel Devasir

Managing Director

Niel Devasir brings more than 20 years of financial services executive leadership experience to his role as managing director in Cornerstone Advisors’ View profile

Brandi Gregory | Cornerstone Advisors

Brandi Gregory

Managing Director

Brandi Gregory has over 20 years of experience in the financial services industry with an emphasis on relationship management, payments, and contract negotiationsView profile

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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 servedView profile

Sam Kilmer

Sam Kilmer

Managing Director

Sam Kilmer leads Cornerstone Advisors’ fintech advisory practice working with industry providers, fintechs and investors. He also leads selective strategyView profile

Amy Martel

Amy Martel

Managing Director

Amy Martel brings more than 25 years of financial services executive leadership experience to her role as managing director at Cornerstone AdvisorsView profile

John Venzon | Cornerstone Advisors

John Venzon

Managing Director

John Venzon brings 25 years of banking, vendor and consulting experience to Cornerstone Advisors. As managing director of the TechnologyView profile

 

Senior Directors

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Onker Basu

Senior Director

Onker Basu is a senior leader with over 25 years of banking and consulting experience. He has been consistently recognizedView profile

Ryan Brogan

Ryan Brogan

Senior Director

Ryan Brogan specializes in performance improvement and benchmarking at Cornerstone Advisors with a key focus in contact centers and lending View profile

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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 PaymentsView profile

Brian Hagan

Brian Hagan, CPA

Senior Director

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

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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 View profile

Daryl Jones

Daryl Jones

Senior Director

Daryl Jones puts his strong performance and process improvement background to work at Cornerstone, where he manages the Mortgage Lending View profile

Nick Lane

Nick Lane

Senior Director

Nick Lane is a senior director in Cornerstone Advisors’ Contract Negotiations practice, where his primary focus is helping financial institutionsView profile

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Eusebio "Chevy" Marchosky

Senior Director

Chevy Marchosky has been leading large-scale transformation, change management, M&A, and strategic planning initiatives for banks for the past 30 years View profile

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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 thisView profile

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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 inView profile

Clio Silman | Cornerstone Advisors

Clio Silman

Senior Director

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

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Steven Simpson

Senior Director

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

Kim Swenson

Kim Swenson

Senior Director

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

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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 engagementsView profile

 

Directors

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Traci Carpenter

Director

With nearly 30 years of banking experience, Traci Carpenter calls on her expertise in deposit and loan operations View profile

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Jodi Clark

Director

Jodi Clark brings 25 years of hands-on operational and risk management experience in the financial software and services industries to all her engagementsView profile

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James Davis

Director

James Davis brings over 15 years of industry experience in payments, contract negotiations and card processor conversion supportView profile

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Wendy Dowling

Director

Wendy Dowling specializes in conversions and implementations for core processing, digital banking, and payment processing systems View profile

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Elizabeth Flynn-Rand

Director

Elizabeth Flynn-Rand brings more than 30 years of bank and credit union management and consulting experience to Cornerstone Advisors View profile

Gary Glenn

Gary Glenn

Director

Gary brings 30 years’ experience with core banking systems and complementary solutions to his role as director in Cornerstone's Technology Solutions groupView profile

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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 experienceView profile

Tristan Green | Cornerstone Advisors

Tristan Green

Director

Tristan Green brings many years of business development, strategy and data analytics to Cornerstone Advisors. As a director for Cornerstone’sView profile

Jim Hartman

Jim Hartman

Director

Jim Hartman delivers strong hands-on operational, lending, and risk management experience to Cornerstone Advisors’ Technology Solutions practiceView profile

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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 CornerstoneView profile

Elizabeth Hollis

Elizabeth Hollis

Director

An expert in performance and process improvement, Elizabeth helps clients apply best-in-class processes to their performance evaluation and system selection projects View profile

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Lindsay Hooks

Director

Lindsay Hooks is a director in the Payments and Contract Negotiations practice at Cornerstone Advisors. A Cornerstone Payments School facilitator, she View profile

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Lori Kerrs

Director

In her role as senior consultant, Lori specializes in core conversions and implementations for banks and credit unionsView profile

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Heidi Madden

Director

Heidi Madden brings more than 40 years in the financial software and services industries to her role as a senior consultant in Cornerstone AdvisorsView profile

Bill McCorey

Bill McCorey

Director

Bill McCorey brings a wealth of contract negotiation and vendor management expertise to Cornerstone's Contract Negotiation practice View profile

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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 driveView profile

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Joseph O'Donnell

Director

Joseph O’Donnell puts more than 20 years of experience in the financial services industryView profile

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Evany Perkins

Director

Evany Perkins has spent more than 26 years in the credit union industry, where her primary focus has been on the member/client experience and management of cross-functional teamsView profile

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Cindi Perno

Director

Cindi Perno brings to Cornerstone Advisors’ CU Advisory practice more than 30 years of experience leading technology initiatives for financial institutionsView profile

Kourtney Piepenburg | Cornerstone Advisors

Kourtney Piepenburg

Director

Kourtney Piepenburg is a director in Cornerstone Advisors' Contract Negotiations practice. Her primary focus and passion are to help financial institutions figure out the View profile

Jessica Pinkston

Jessica Pinkston

Director

Jessica Pinkston is a director in the Delivery Channels practice at Cornerstone Advisors, where the firm’s clients benefit from her View profile

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Mike Rempel

Director

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

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Jennifer Schueneman

Director

Jennifer Schueneman brings over 25 years of banking, information technology and management experience to Cornerstone AdvisorsView profile

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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 andView profile

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Michael Watkins

Director

As a director, Mike brings deep information technology expertise and shows bank and credit union executives how to realize savings by consolidating and/or merging new technology View profile

Heather Ward

Heather Ward

Director

She is highly skilled in managing, implementing, and executing conversion plans for large financial institutions that result in on-time, clean conversions with minimal customer/member impact View profile

Betsy Whisler

Betsy Whisler

Director

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

 

Consultants

 
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Mike Armbruster

Associate Consultant

Mike Armbruster specializes in contract negotiations, technology, implementations and conversions at Cornerstone AdvisorsView profile

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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 SolutionsView profile

Justin Colella | Cornerstone Advisors

Justin Colella

Consultant

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

Lisa Evans

Lisa Evans

Senior Consultant

Lisa Evans brings more than 15 years of financial services industry experience to her role as a senior consultant in Cornerstone Advisors’ CU Advisory practiceView profile

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Galen Everett

Senior Consultant

As a Senior Consultant in Cornerstone Advisors’ Strategy & Execution group, Galen advises clients on a wide array of topics including performance optimization View profile

Joseph Figueroa

Joseph Figueroa

Consultant

Joseph is an economics expert who brings years of experience working with datasets and analytics to the Delivery Channels practice at Cornerstone Advisors View profile

Theresa Geraci

Theresa Geraci

Senior Consultant

Theresa Geraci draws on her extensive background in project management and communications, as well as her acute finance and banking acumenView profile

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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 helpView profile

Sierra Heil | Cornerstone Advisors

Sierra Heil

Consultant

Sierra Heil brings significant expertise in boutique financial consulting to the Strategy team at Cornerstone Advisors. Her acumenView profile

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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 aView profile

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Cindy LaFave

Senior Consultant

Cindy has delivered value to banks and credit unions across a wide variety of initiativesView profile

Patricia Mack

Patricia Mack

Senior Consultant

Patricia Mack began her career in banking as a computer programmer, working primarily on various FIS core productsView profile

Rebecca Mansfield

Rebecca Mansfield

Senior Consultant

Rebecca Mansfield brings to Cornerstone Advisors 15 years of financial services acumenView profile

Howard Mooney | Cornerstone Advisors

Howard Mooney

Associate Consultant

Howard Mooney brings more than 20 years of banking industry leadership to his role in Cornerstone Advisors’View profile

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Russell Morse

Associate Consultant

Russell Morse brings 30+ years of experience working in the Wealth Advisor and Retirement Services industry and helps institutions address complex operational and systems challengesView profile

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Brad E. Scholl

Senior Consultant

As a senior consultant at Cornerstone Advisors, Brad helps clients manage their overall conversion projects, including allView profile

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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 consultantView profile

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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 fromView profile

Laurie Venzon | Cornerstone Advisors

Laurie Venzon

Associate Consultant

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

Kevin Von Holten | Cornerstone Advisors

Kevin Von Holten

Consultant

With nearly a decade of experience spanning multiple industries, Kevin Von Holten is a strategic, analytical professionalView profile

Cheryl Wetters | Cornerstone Advisors

Cheryl Wetters

Consultant

Cheryl Wetters brings a rich history in banking to her role as a consultant in Cornerstone Advisors’ Technology Solutions practice area. Cheryl has expertly managed numerousView profile

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Corey Ziring

Senior Consultant

Corey Ziring is a Senior Consultant in Cornerstone Advisors' Technology Solutions practice, , where his primary focus is helping financial institutionsView profile

 

Analysts

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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 primaryView profile

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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 projectView profile

Jason Guanso | Cornerstone Advisors

Jason Guanso

Project Administrator

Jason Guanso is a data- and analysis-driven project administrator in the Technology Solutions practice at Cornerstone View profile

Jacqueline Jones | Cornerstone Advisors

Jacqueline Jones

Project Administrator

Jacqueline Jones puts nearly a decade of professional experience into her role as project administrator supporting View profile

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Bernita Stephans, PMP

Program Manager

Bernita Stephans brings a rich history of data analysis and project coordination to Cornerstone Advisors’ Contract Negotiation practice, where sheView profile

 

Solutions Operations

Grietel Cazares | Cornerstone Advisors

Grietel Cazares

Solutions Operations Manager

Grietel “Gigi” Cazares brings more than a decade of operations and administrative support and management experience to the Technology Solutions View profile

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Beth Dalton

Solutions Operations Director

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

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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 forView profile

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Brenda Dibble

Solutions Operations Manager

Brenda Dibble brings over 16 years of experience in the financial technology consulting industry to her role as Solutions Operations Manager for the CU Advisory practice at CornerstoneView profile

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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 andView profile

Edwin Mesones | Cornerstone Advisors

Edwin Mesones

Solutions Operations Manager

Edwin Mesones brings a wealth of financial services, performance, and process improvement expertise to Cornerstone Advisors, View profile

 

Marketing & Client Development

Shannon  Crandall | Cornerstone Advisors

Shannon Crandall, PMP

Service Line Marketing Director

A results-driven marketing professional with a proven track record for designing and executing versatile lead-gen and customer retention marketing strategies View profile

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Stephanie Olsen

Service Line Marketing Coordinator

Stephanie Olsen brings several years of administrative experience to the marketing team. In her previous role at Cornerstone, she managed various internal projects View profile

Cate Pitts | Cornerstone Advisors

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,View profile

Jennifer Wagner | Cornerstone Advisors

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. SheView profile

Andy Walberg | Cornerstone Advisors

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 andView profile

 

Operations

 
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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 managementView profile

Thomas Borjon | Cornerstone Advisors

Thomas Borjon

Digital and Technology Support Manager

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

Anna Dodds | Cornerstone Advisors

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 educationtView profile

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Gina Gettings

Managing Editor / Technical Writer

Gina Gettings brings a wealth of industry knowledge to her technical writer/managing editor role with the Cornerstone Advisors’ team View profile

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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 thanView profile

Tatiana Koelmeyer

Tatiana Koelmeyer

Executive Assistant

Tatiana Koelmeyer serves as a trusted advisor to Cornerstone Advisors’ executive leadership team, helping drive decisions that support the strategic direction and growth of the organizationView profile

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Robin Putnam

I.T. Operations and Facilities Manager

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

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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 translatesView profile

Michelle Wong | Cornerstone Advisors

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 skilledView profile


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