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Our Team

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

Executive Leadership

 
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Beth Dalton

Vice President of Operations

As the Vice President of Operations, Beth Dalton is a seasoned professional with over 25 years of experience in operations and accounting across diverse industries, including banking View profile

Elizabeth Duerk

Elizabeth Duerk

Vice President of Human Resources

A strategic and innovative human resources executive, Elizabeth Duerk specializes in helping businesses turn vision into profitability. Her philosophy that human capital is every organization’sView profile

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Kelly Dwyer

Chief Financial and Operating Officer

Kelly leads finance at Cornerstone Advisors as Chief Financial Officer. He provides financial leadership to our organization through his strong analytical skills and a proactiveView 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 high-growth professional services firmsView profile

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Andrea Lipo

Chief Information Officer

Andrea Lipo leads operations and information technology at Cornerstone Advisors and directs internal process improvement, program management, strategy, and customer service initiativesView profile

Jeff Rice

Jeff Rice

Vice President of Business Development

Jeff Rice has devoted more than two decades to helping community financial institutions develop and execute competitive business strategies He brings to Cornerstone Advisors a solid record of View profile

Lori Siragusa

Lori Siragusa

Vice President of Marketing

Lori Siragusa is a hands-on, strategic-minded professional who brings to Cornerstone Advisors more than 25 years of extensive experience in marketing, public relations, and management. View profile

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Scott Sommer

Chairman and Founder

One of the founding partners of Cornerstone Advisors, Scott Sommer brings leadership and distinctiveness to Cornerstone’s consulting practice He has over 20 years of experience inView profile

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Steve Williams

Chief Executive Officer and Partner

As a co-founder of Cornerstone Advisors, Steve Williams serves as Chief Executive Officer and Partner with Cornerstone where he leads firm growth and thought leadership efforts while remaining actively involved View profile

 

Partners/Principals

 
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Anne Arvia

Principal

Anne Arvia is a strategic financial services leader experienced as a CEO, CFO and a public company board member and audit committee chair, whose unique combination of skills and experience has enabledView profile

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Jim Burson

Partner

Jim Burson brings to his role as partner at Cornerstone Advisors a deep knowledge of the financial services industry as well as a wide range of executive management and business planning experience View profile

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Al Dominick

Partner

Al Dominick is a dynamic and influential financial services and fintech industry executive, recognized for his creativity, growth mindset and thought leadership. With a track record of View profile

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Jim McAveeney

Principal of Business Development

Jim McAveeney is an accomplished Principal of Business Development at Cornerstone Advisors, focused on assisting regional banking leadership in navigating the complexitiesView profile

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Ryan Rackley

Partner

As a partner at Cornerstone Advisors, Ryan Rackley leads a team of highly specialized technology contract negotiation consultants in the firm’s Contract Negotiation, Mergers & Acquisitions 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 managed over 50 system selection processes and writtenView profile

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Kelli Schultz

Principal

Kelli Schultz is a seasoned strategic business executive with a proven track record of driving expansion and operational excellence within the payments and broader FinTech and RegTech sectorsView profile

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Brad Smith

Partner

Brad Smith has spent nearly three decades helping the community and regional financial institutions achieve their business goals by integrating strategy with sales, marketing, operations, and technology executionView profile

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Quintin Sykes

Partner

Quintin Sykes leads Cornerstone's merger and acquisition (M&A) and enterprise program delivery efforts and has over 35 years of technology and operations experience in financial servicesView profile

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Blair Wangman

Principal of Business Development

As the Principal of Business Development Cornerstone, Blair Wangman brings forth a wealth of experience and expertise in propelling growth within the regional and super-regional bankingView profile

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Eric Weikart

Partner

As leader of Cornerstone Advisors’ Strategy and Execution Solutions Group, Eric Weikart shows banks and credit unions how to use data and best practices to maximize their performance View profile

Jim Wilkson UPDATED

Jim Wilkson

Principal

Jim Wilkson brings to Cornerstone Advisors four decades’ worth of banking industry expertise specializing in helping community financial institutions make smart, lasting decisionsView profile

 

Managing Directors

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Sandeep Balan

Managing Director

Sandeep Balan brings more than two decades of leadership expertise in banking, fintech and digital technology delivery to Cornerstone Advisors. As managing director of Cornerstone’s TechnologyView profile

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Ryan Brogan

Managing Director

Since joining the firm in 2010, Ryan has partnered with many of the top community banks and credit unions in the country on a wide range of efforts spanning strategy formulation View profile

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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’ Contract Negotiation and Payments practicesView profile

Mary Eyre

Mary Eyre

Managing Director

As the Managing Director of Mergers and Acquisitions (M&A) at Cornerstone, Mary Eyre leads a strategic team, drives business expansion, fosters client relationships, and innovates our service offeringsView profile

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Brandi Gregory

Managing Director

As a managing director in Cornerstone Advisors’ Contract Negotiation and Payments practices, Brandi leads a team of experts with a collective goal of helping banks and credit unions improve their financialView 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 select strategy engagements with banksView profile

Debbie Robins UPDATED

Debbie Robins

Managing Director

Debbie Robins is a seasoned change management and financial services executive highly skilled at leading complex global business environments. She brings to the Technology Solutions practice at Cornerstone View profile

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Ron Shevlin

Managing Director / Chief Research Officer

Ron Shevlin has been a management consultant for more than 25 years, working with leading financial services, consumer products, retail, and manufacturing firms all over the worldView profile

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Clio Silman

Managing Director

Clio Silman puts her expertise in M&A and systems and process integration to work in her role as an Implementation Practice leader at Cornerstone Advisors. A positive change agentView profile

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Steve Wildman

Managing Director

Steve has over 30 years of experience assisting credit unions, community banks, thrifts, cooperative institutions, regional institutions, and money center banks with strategic initiatives includingView profile

 

Senior Directors

Bob Barmak

Bob Barmak

Senior Director

Bob Barmak is a business strategy, technology, and operations expert who brings to Cornerstone Advisors’ Technology Services practice a long history of delivering increased client revenueView profile

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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 recognized for his ability to combine strategic planning, relentless executionView profile

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James Davis

Senior Director

As a senior director in Cornerstone Advisors' Contract Negotiations and Payments practices, it is James' goal to help banks and credit unions improve their financial performance through skillful optimizationView profile

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Tony DeSanctis

Senior Director

Tony DeSanctis brings more than 20 years of financial services experience to Cornerstone Advisors. As a leader in the firm’s Payments practice, Tony helps financial institutions optimize their paymentsView profile

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Wendy Dowling

Senior Director

Wendy Dowling specializes in conversions and implementations for core processing, digital banking, and payment processing systems. As a senior director at Cornerstone AdvisorsView profile

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Elizabeth Flynn-Rand

Senior Director

Elizabeth Flynn-Rand brings more than 30 years of bank and credit union management and consulting experience to Cornerstone Advisors. Over the course of her career, she has held executive managementView profile

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Margaret Glick

Senior Director

Margaret Glick is a director in Cornerstone Advisors’ Technology Solutions group, where she applies her 30-plus years of banking experience primarily to merger and technology transformation projectsView 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 selection engagements 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 practice. Daryl helps clients apply best-in-class processesView profile

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Lori Kerrs

Senior Director

Lori Kerrs brings a wealth of financial services technology, operations, and process improvement experience to Cornerstone Advisors. In her role as a director, Lori specializes in core conversions View profile

Nick Lane

Nick Lane

Senior Director

Nick Lane is a senior director in Cornerstone Advisors’ Contract Negotiations practice. Leveraging his nearly nine years of negotiation experience at Cornerstone, he can help financialView profile

Brad Mason UPDATED

Brad Mason

Senior Director

Brad Mason expertly negotiates the complex strategic relationships between financial institutions and financial technology providers. Over the course of his career, Brad has led strategic 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 this role, he helps community banks and credit unions better use the dataView profile

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Chris Miller

Senior Director

As a senior director in the Delivery Channels practice at Cornerstone Advisors, Chris puts nearly 10 years of expertise to work helping banks and credit unions develop competitive delivery channel strategiesView profile

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Kourtney Piepenburg

Senior Director

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

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Jessica Pinkston

Senior Director

Jessica Pinkston is a senior director in the Delivery Channels practice and Practice Leader of Treasury, Payments, and Operations at Cornerstone Advisors, where the firm’s clients benefit from her digital banking acumenView 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 in the origination and ongoing management of credit relationshipsView profile

Mike Rempel UPDATED

Mike Rempel

Senior Director

Mike Rempel brings years of client management, analysis, and strategy development experience to the Cornerstone Advisors team. As senior director in Cornerstone’s CPV practice, Mike helps financialView profile

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Jennifer Schueneman

Senior Director

Jennifer Schueneman brings over 25 years of banking, information technology, and management experience to Cornerstone Advisors, where clients benefit from her data conversionView profile

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Brent Stillman

Senior Director

Brent Stillman is a seasoned professional with over 17 years of experience in the banking and FinTech industry. Throughout his career, he has demonstrated an exceptional ability to navigate the intricate View profile

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Amanda Swanson

Senior Director

As a senior director in the Delivery Channels practice and Practice Leader of Marketing and Growth at Cornerstone Advisors, Amanda Swanson is focused on delivery channel strategy and planningView profile

 

Directors

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Adam Boyle

Director

Adam Boyle brings 15 years of bank management experience to Cornerstone Advisors. As a consultant in the firm’s Technology Solutions group, Adam specializes in merger integrationsView profile

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Stacey Bryant

Director

Stacey Bryant brings nearly 20 years of fintech and financial services expertise spanning operations, retail banking, marketing and business development to Cornerstone Advisors. A planner and strategist View profile

Jodi Clark

Jodi Clark

Director

As a director in Cornerstone’s Credit Union Advisory practice, Jodi leads large-scale, high-risk core and ancillary system implementations. With her extensive background in banking operations View profile

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Terrie Cloud

Director

For over three decades, Terrie Cloud has been helping banks, credit unions, and fintech firms maximize their technology and operations investment dollars. As a director in Cornerstone AdvisorsView profile

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Jearil Crawford

Director

Jearil Crawford is an accomplished financial services executive who brings more than 20 years of leadership experience to his role as director in Cornerstone Advisors’ Strategy and ExecutionView profile

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Josh Davis

Director

Josh Davis has been providing banks and credit unions with digital expertise across strategy, operations, and technology channels for more than two decades. As a director in Cornerstone Advisors’ StrategyView profile

Heidi Dearman

Heidi Dearman

Director

Heidi Dearman has been a technology leader in the banking industry for more than a decade. Backed by a passion for helping financial institutions deliver best-in-class customer service, Heidi delivers diverseView profile

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Lisa Evans

Director

Lisa Evans brings more than 15 years of financial services industry experience to her role as a director in Cornerstone Advisors’ CU Advisory practice. Her thorough understanding of cardView profile

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Chris Fleischer

Director

Chris Fleischer brings strategic market research, client analytics, competitive intelligence, and customer service expertise to Cornerstone Advisors. In his more than 20 years in financial services View profile

Tristan Green | Cornerstone Advisors

Tristan Green

Director

Tristan Green brings many years of strategy, business development, and data analytics to Cornerstone Advisors. As a director for Cornerstone’s Research and Fintech Advisory practice, Tristan works with a wideView profile

Joe Grammer

Joseph Grammer

Director

As a director with Cornerstone Advisors, Joseph Grammer puts more than 20 years of experience in the financial services industry work focused on implementations, conversionsView profile

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Glenn Grossman

Director

Glenn Grossman produces analytical studies aimed at delivering insights for innovation, growth, and sustainable competitive advantage for financial institutions and fintech firmsView profile

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Mallory Hanson

Director

Mallory Hanson brings deep expertise in financial services and fintech consulting, client relations and vendor performance management to Cornerstone Advisors. Over the past decadeView profile

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Jim Hartman

Director

Backed by more than 30 years in the financial services industry, Jim Hartman delivers strong hands-on operational, lending, and risk management experience to Cornerstone AdvisorsView 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 Cornerstone Advisors’ Technology Solutions group, Tom is focused onView profile

Elizabeth Hollis

Elizabeth Hollis

Director

Elizabeth Hollis brings to Cornerstone Advisors more than 30 years of client service experience in the financial industry. An expert in performance and process improvement, Elizabeth helps clients applyView profile

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Lindsay Hooks

Director

Lindsay Hooks is a director in the Payments and Contract Negotiations practice at Cornerstone Advisors. She is a Cornerstone's Payments School facilitator and employs her expertiseView profile

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Abbie Jones

Director

Backed by more than a decade of leadership experience as a marketer and digital strategist, Abbie Jones is uniquely qualified to help Cornerstone Advisors clients develop and implement data-basedView profile

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Stefani Kerr

Director

Stefani Kerr has worked in project management and systems integration in the financial services and non-profit industries for more than 15 years. An expert in loan operations, deposit operationsView profile

Patricia Mack

Patricia Mack

Director

Patricia Mack began her career in banking as a computer programmer, working primarily on various FIS core products. Over the course of her 20-plus years in the financial services industryView profile

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Heidi Madden

Director

Heidi’s extensive background in all facets of software development gives her a deep understanding of the intricacies and challenges involved in conversions. Heidi is skilled in project managementView profile

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Jayme Madden

Director

Jayme Madden brings to the Technology Solutions practice at Cornerstone Advisors broad expertise in system implementations and payment processing. Her strategic thinking, risk assessment View profile

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Byron Miller

Director

With a distinguished career spanning multiple leadership roles in the technology and financial sectors, Byron Miller stands as a seasoned executive skilled at driving transformative initiativesView profile

Thomas Milillo UPDATED

Thomas Milillo

Director

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

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Jerry Millin

Director

Jerry Millin is a senior technology leader specializing in digital business transformation strategy in the financial services and insurance industries. He brings to Cornerstone AdvisorsView 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 institutions. Her expertise in managing evaluationsView profile

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Debbie Rogers

Director

Debbie Rogers has more than 30 years of leadership experience in the financial services industry. She has skillfully managed bank and credit union clients’ core and digital banking system evaluations and searchesView profile

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Courtney Tegeler

Director

Courtney Tegeler is a Director within our Technology Implementation Practice at Cornerstone Advisors, bringing over two decades of expertise in accounting and financial servicesView profile

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Jennifer Wagner

Director

As client relationship director, Jennifer Wagner consistently strives to provide Cornerstone Advisors clients with top-notch customer service and satisfaction. She is always searching for opportunities View 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

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Mike Wilson

Director

Mike Wilson brings to Cornerstone Advisors a rich history in financial services credit and risk. Over the course of a career spanning nearly 30 years, Mike has assisted banks, credit unions, and mortgageView profile

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Mary Wisniewski

Director

Mary Wisniewski has covered fintech and digital banking for more than 12 years. Her bylines have appeared in Gonzobanker, American Banker, Bankrate, the Associated Press and moreView profile

 

Senior Consultants 

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Linda Barker

Senior Consultant

Linda Barker takes pride in developing successful solutions that support business growth. She brings to Cornerstone Advisors’ Technology Solutions practice extensive experience leadingView profile

Ryan Ceglarek

Ryan Ceglarek

Senior Consultant

Ryan Ceglarek has a strong background in building successful long-term relationships with clients across diverse industries. He specializes in technology procurement and deploymentView profile

Justin Colella | Cornerstone Advisors

Justin Colella

Senior Consultant

Justin Colella's experience and aptitude for efficiency, process improvement, and cost minimization stems from his time in the United States Air Force and has continued on into his post military Banking careerView profile

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Dayna Davies

Senior Consultant

Dayna Davies brings to Cornerstone Advisors in-depth project management and consulting experience in the banking and finance industries. As a senior consultant in the firm’s Implementation PracticeView profile

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Chris Dell

Senior Consultant

Chris Dell specializes in helping financial institutions use strategically crafted measurements to drive improved efficiency, performance, and revenue. As a consultant, Chris applies his deep analyticsView 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 and benchmarking process View profile

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Krystle Frye

Senior Consultant

Krystle Frye brings to Cornerstone Advisors a rich history of project planning and execution experience in the financial services industry. Her diverse background includes expertise in client needsView 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 acumen, to deliver value to clients through Cornerstone Advisors’ CUView profile

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Rhianna Gosnell

Senior Consultant

As a Senior Consultant, Rhianna Gosnell plays a key role in leading and overseeing end-to-end implementation projects spanning core banking systems, digital solutions, payment platforms View profile

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Elizabeth Gujral

Senior Consultant

As a senior consultant at Cornerstone Advisors, Elizabeth Gujral focuses on the development of quantitative and qualitative analyses that ultimately help clients boost their efficiency, serviceView profile

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Bob Lucchetti

Senior Consultant

A bank professional with nearly three decades of experience in item and data processing, bank operations, vendor selection, contract negotiation, and IT solutionsView profile

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Kellie Mooney

Senior Consultant

An expert in enterprise banking solutions, Kellie Mooney has more than two decades of experience serving as a trusted advisor to prominent financial institutions and fintech organizationsView profile

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Josie Porterfield

Senior Consultant

Josie Porterfield brings to Cornerstone Advisors more than 40 years of leadership experience in community bank operations and loan administration and servicing. She is highly skilled at managingView profile

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Ben Thompson

Senior Consultant

As a Senior Consultant, Ben Thompson plays a key role in leading and overseeing end-to-end implementation projects spanning core banking systems, digital solutions, payment platformsView profile

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Alex Valentine

Senior Consultant

As a senior consultant in Cornerstone Advisors’ Strategy practice, Alex Valentine uses his analytical and process improvement skills to steer financial institutions toward operational efficiencyView profile

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Kevin Von Holten

Senior Consultant

With nearly a decade of experience spanning multiple industries, Kevin Von Holten is a strategic, analytical professional with vast knowledge in contract negotiation, product life-cycle managementView profile

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Cheryl Wetters

Senior 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

 

Consultants

 
Evan Arnold UPDATED

Evan Arnold

Consultant

Evan Arnold combines expertise in data analysis with an in-depth understanding of the financial services industry to deliver prescriptive and practical recommendations to Cornerstone AdvisorsView profile

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Correll Davis

Consultant

Correll Davis brings to Cornerstone Advisors thorough knowledge of the mortgage loan industry. He has expertise in analyzing rates, production volume, and delivery tracking for both consumerView profile

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Darren Gleason

Consultant

Darren M. Gleason is a results-driven professional with a diverse background in business and cross-cultural experiences. He brings a wealth of leadership, consulting, operations and marketingView profile

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Tymothy Johnson

Consultant

With an aptitude for efficiency and cost minimization, Ty works within the Contract Negotiations and Payments group to help clients improve their pricing and vendor relationships View profile

Audrey Millhouse UPDATED

Audrey Millhouse

Consultant

Audrey Millhouse brings data analytics, economics, and management experience to Cornerstone Advisors, where she delivers research, financial modeling, and project management supportView profile

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Emily Osburn

Consultant

Emily Osburn brings project management, marketing/public relations and client services experience to Cornerstone Advisors, where she provides analytical research, financial modelingView profile

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Hallie Phillips

Consultant

Hallie Phillips brings marketing, research, project management and benchmarking experience to Cornerstone Advisors. As a consultant in the firm’s Strategy and Execution practice View profile

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Cameron Priske

Consultant

Cameron Priske brings senior-level expertise in process improvement, project management, and technology management to the Technology Practice at Cornerstone Advisors. She has managed systemView profile

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Kristina Schmid

Consultant

Kristina Schmid has a rich history of leadership in the financial services industry, with specialization in software implementations, system conversions, and SaaS fintech solutions. She brings to CornerstoneView profile

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Nicholas Sutton

Consultant

Nicholas Sutton brings an analytical mindset, technical acumen, and a commitment to driving efficiency and innovation to Cornerstone Advisors. As a consultant in the firm’s Technology Solutions and IT AdvisoryView profile

Kera Weishaar UPDATED

Kera Weishaar

Consultant

Kera Weishaar brings a wealth of project management experience to her role as consultant in Cornerstone Advisors’ Technology Transformation practice, where she prepares detailed actionView profile

 

Project Administration

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Christy Callebaut

Project Coordinator Team Manager

As a project coordinator team manager 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 Coordinator

As a project coordinator in the Lending and Operations practice at Cornerstone Advisors, Kim Frances specializes in administration and project coordination with a focus on schedule managementView profile

Gina Gettings

Gina Gettings

PMO Analyst/Senior Technical Writer

Calling on over 20 combined years in banking and editing/English composition, Gina Gettings brings a wealth of industry knowledge to her PMO analyst/senior technical writer roleView profile

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Kimber McGray

Project Coordinator

Kimber McGray has more than decade of experience in sales, customer service, and marketing across a variety of industries, including banking and insurance Kimber McGray has more than a decadeView profile

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Eden Minnis

Project Coordinator

Eden Minnis brings to Cornerstone Advisors a decade of banking industry experience spanning operations, sales, customer service, and business management. As a project administrator 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 she manages and analyzes the accuracy of client dataView profile

 

Partners Emeritus

 
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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. Before founding Cornerstone, Carl was a managing director of M One, chief informationView profile

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Bob Roth

Partner Emeritus

Bob Roth brings to Cornerstone Advisors more than 30 years of experience managing and directing all aspects of information technology departments, including vendor relations, contract managementView profile

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Mike Armbruster

Associate Consultant

Mike Armbruster specializes in contract negotiations, technology, implementations, and conversions at Cornerstone Advisors. Mike’s goal at Cornerstone is to help clients execute successfulView profile

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Darlene Brown

Associate Consultant

Darlene Brown is an accomplished CPA and Certified Risk Manager with more than 30 years of experience working with credit unions and financial institutions. Darlene is the principal/owner of CreditView profile

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Brian Hagan

Associate Consultant

Brian Hagan brings to Cornerstone Advisors more than 25 years of experience as a senior financial executive responsible for improving business operations, enhancing financial leadershipView profile

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Vincent Hui

Associate Consultant

Vincent Hui brings to Cornerstone Advisors nearly 25 years of experience in the financial services industry, where he has served as both a senior executive and an advisor to large and mid-size financialView profile

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Donnie Kilgore

Associate Consultant

Donnie Kilgore brings a wealth of management consulting and lending expertise in the banking industry to Cornerstone Advisors. For more than 20 years, Donnie has guided financial institutionsView profile

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Patrick Martin

Associate Consultant

Helping bankers make money by implementing innovative solutions and delivering results as a Cornerstone Advisor specializing in Technology Solutions for quality & testing servicesView profile

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Russell Morse

Associate Consultant

As Operations Director and Partner of the Burke Group Benefits Consulting Group, and as Operations Director of Frost Bank's Wealth Advisor Group, Russ has developed an in-depth understanding of WealthView profile

Kim Swenson

Kim Swenson

Associate Consultant

Kim Swenson brings more than two decades of financial services management consulting, retail banking, and payments experience to her role as an associate 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 from their technology investments and resources.View profile

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John Venzon

Associate Consultant

John Venzon brings 25 years of banking, vendor, and consulting experience to Cornerstone Advisors. As an associate consultant of the Technology Solutions group, John puts his strong background to workView profile

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Laurie Venzon

Associate Consultant

Laurie Venzon brings 20 years of diverse banking experience to help clients improve the pricing, service levels and vendor relationships for core systems, digital banking and other ancillary productsView profile