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Our Team

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

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


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

Terence Roche

Terence Roche


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


Bob Roth


Bob Roth brings to Cornerstone Advisors more than 30 years of experience managing and directing all aspects of information technology View profile

Ryan Rackley | Cornerstone Advisors

Ryan Rackley


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


Brad Smith


Brad Smith has spent nearly three decades helping community and regional financial institutions achieve their business goals by integrating strategy View profile


Quintin Sykes


Quintin Sykes leads Cornerstone’s Technology Solutions group and has over 30 years of technology and operations experience in financial services View profile


Eric Weikart


As co-leader of Cornerstone Advisors’ Strategy and Execution Practice, Eric Weikart shows banks and credit unions how to use peer 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


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

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


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


Managing Directors


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 negotiations.View profile


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

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


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


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

Chevy Marchosky Headshot_300

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

John Meyer Headshot

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


Ryan Myers

Senior Director

Ryan Myers has nearly 20 years of experience in the financial services industry with an emphasis on strategic planning andView profile


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


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


Steve Wildman

Senior Director

As senior director in Cornerstone Advisors’ Technology Solutions practice, Steve Wildman is actively involved with the firm’s system selection engagements.View profile




James Davis


James Davis is a director in the Payments and Contract Negotiations solutions areas at Cornerstone Advisors. He is a results-focusedView profile

Robin Del Vecchio | Cornerstone Advisors

Robin Del Vecchio


A subject matter expert in all aspects of banking operations, Robin Del Vecchio employs her business optimization skills in Cornerstone View profile

Gary Glenn

Gary Glenn


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


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


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


Tom Hill


An experienced operations leader, Tom Hill is dedicated to applying continuous improvement principles in banking. As a director in CornerstoneView profile

Alex Johnson | Cornerstone Advisors

Alex Johnson

Director, Research/Fintech

Alex Johnson puts more than 15 years of industry experience in market research, product strategy and credit analytics to workView profile

Bill McCorey

Bill McCorey


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


Chris Miller


Chris Miller is a digital innovation executive skilled in the art of translating data-driven insights into actionable strategies that driveView profile

Kourtney Piepenburg | Cornerstone Advisors

Kourtney Piepenburg


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


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


Mike Rempel


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

Amanda Swanson-square

Amanda Swanson


As a director in the Delivery Channels practice at Cornerstone Advisors, Amanda Swanson is focused on delivery channel strategy andView profile


Michael Watkins


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

Betsy Whisler

Betsy Whisler


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




Adam Boyle


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


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


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


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


Elizabeth Gujral


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


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

Lindsay Hooks | Cornerstone Advisors

Lindsay Hooks


Lindsay Hooks brings to Cornerstone Advisors’ Technology Solutions and Implementations practice areas wide-ranging experience in EMV issuance, both contact andView profile


Kevin Knighton


Kevin Knighton brings to Cornerstone Advisors a strong track record of improving business processes through automation and redesign. As aView profile


Oliver Syme


Following his successful completion of Cornerstone Advisors’ internship program, Oliver Syme was invited to join the company as a consultantView profile

Kevin Von Holten | Cornerstone Advisors

Kevin Von Holten


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

Cheryl Wetters | Cornerstone Advisors

Cheryl Wetters


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


Corey Ziring


Corey Ziring is a consultant in Cornerstone Advisors’ Technology Services group. In this role, he works closely with clients to helpView profile


Mike Armbruster

Associate Consultant

Mike Armbruster specializes in contract negotiations, technology, implementations and conversions at Cornerstone Advisors. View 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


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




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


Roya Faraji

Project Administrator

Roya Faraji brings to Cornerstone Advisors a proven track record of quality service in all facets of project management andView profile


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

Mike Abboud | Cornerstone Advisors

Mike Abboud

Project Coordinator

As a project coordinator at Cornerstone Advisors, Mike Abboud collaborates with the Technology Solutions and Implementations teams to develop standardizedView profile


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


Solutions Operations


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

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


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

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

Chantell Williams

Chantell Williams

Solutions Operations Lead

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


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


Marketing & Client Development


Brianne Bailey

Lifecycle and Content Marketing Director

An accomplished senior marketing professional, Brianne Bailey leads Cornerstone Advisors’ customer engagement/retention, marketing automation and content planning initiatives. Brianne bringsView profile

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

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


Emily Waite

Director of Client Development

Emily Waite connects communities and leads Cornerstone Advisors’ private bank and credit union executive roundtables. Prior to Cornerstone, Emily was aeView 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


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




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

Information Systems and Database Specialist

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

Lisa Carrington | Cornerstone Advisors

Lisa Carrington

Executive Assistant

A top-notch communicator, organizer, and problem-solver, Lisa Carrington delivers exceptional secretarial and administrative skills to her role supporting/View 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


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


Joe Pemberton

Solutions Engineer

A highly skilled information technology professional, Joe Pemberton assists in the design and implementation of Cornerstone Advisors’ various I.T. systems.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 firmView profile


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


How Banks Can Stay More Connected Like Amazon

Six ways financial institutions can prepare to better connect with customers who are nearly all digital-first now.


FIS/Worldpay Agree to Combine: So What?

Game-changing mergers are creating bigger, more diversified vendors that banks and credit unions use for payments services.


Cornerstone Advisors Fall Payments School

Continually emerging payment technologies keep financial institutions struggling to be at the forefront of their market. Join Cornerstone’s Payments Experts for 2-full days of learning this cutting-edge environment and how to keep your FI ahead of the game.