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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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Kelly Dwyer

Chief Financial Officer

He provides financial leadership to our organization through his strong analytical skills and a proactive, forward-thinking approachView 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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Jennifer Finn

Vice President of Human Resources (Interim)

Jennifer Finn is providing interim leadership for Cornerstone’s Human Resources function. As such, she oversees daily workflow and management of benefits, recruiting, and complianceView profile

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Andrea Lipo

Chief Information Officer

Andrea Lipo leads operations and information technology at Cornerstone Advisors and directs the firm’s internal process improvement, program management, strategyView profile

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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 hasView 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

 

Partners

 
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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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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

 

Managing Directors

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Jim Burson

Managing Director

Jim Burson brings to his role as managing director of Cornerstone Advisors’ Digital Transformation and Delivery Channel practice a deep knowledge of the financial services industry as well as View 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

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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, retailView 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.View 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

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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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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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Brad Mason

Senior Director

Brad Mason expertly negotiates the complex strategic relationships between financial institutions and financial technology providers. 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

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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

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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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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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Terrie Cloud

Director

Terrie Cloud has been helping banks, credit unions, and fintech firms maximize their technology and operations investment dollarsView 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 Execution practice. View 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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Chris Fleischer

Director

Chris Fleischer brings strategic market research, client analytics, competitive intelligence, and customer service expertise to Cornerstone Advisors 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

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Glenn Grossman

Director of Research

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

Abbie Jones

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-based revenue strategies aimed at increasing profits and enhancing customer experience.View profile

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Lori Kerrs

Director

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

Patricia Mack

Patricia Mack

Director

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

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Thomas Milillo

Director

Thomas helps clients achieve greater efficiency and profitability through peer comparison, analysis and assessmentView 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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Troy Prosser

Director

Troy Prosser brings to Cornerstone Advisors a wealth of financial services industry experience, including vendor contract management and negotiation, strategic and tactical planning, client relations, and sales.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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Steven Thornburg

Director

Steven Thornburg has more than two decades of leadership experience across commercial, consumer, and mortgage banking areas View 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 View profile

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Andy Walberg

Director

Andy Walberg brings to Cornerstone Advisors a diverse background in direct and channel sales, strategy and idea generation, analytics and marketing communications 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

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

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Mike Wilson

Director

Mike Wilson brings to Cornerstone Advisors a rich history in financial services credit and riskView profile

 

Senior Consultants 

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Adam Boyle

Senior 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

Senior 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

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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 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

Gina Gettings

Gina Gettings

Senior Consultant

Calling on over 20 combined years in banking and editing/English composition, Gina Gettings brings a wealth of industry knowledge to her technical writer/managing editor role with the Cornerstone Advisors’ teamView profile

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Stefani Kerr

Senior Consultant

Stefani Kerr has worked in project management and systems integration in the financial services and non-profit industries for more than 15 yearsView profile

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Brad 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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Kevin Von Holten

Senior Consultant

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

 

Consultants

 
Ryan Ceglarek

Ryan Ceglarek

Consultant

Ryan Ceglarek has a strong background in building successful long-term relationships with clients across diverse industriesView profile

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Correll Davis

Consultant

Correll Davis brings to Cornerstone Advisors thorough knowledge of the mortgage loan indust View profile

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Chris Dell

Consultant

Chris Dell specializes in helping financial institutions use strategically crafted measurement to drive improved efficiency, performance, and revenue 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

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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

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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

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Kellie Mooney

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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Joel Morehouse

Consultant

Joel Morehouse brings to Cornerstone Advisors proven experience supporting credit unions and community financial institutionsView profile

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Matthew Mudd

Consultant

Matthew Mudd brings management and asset financing experience to Cornerstone AdvisorsView 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

Alex Valentine

Alex Valentine

Consultant

Alex Valentine uses his analytical and process improvement skills to steer financial institutions toward operational efficiency and growth.View profile

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Steven Yang

Consultant

Steven Yang is a seasoned banker and financial analyst with expertise in retail banking as well as capital and secondary mortgage markets. View profile

 

Project Administration

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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

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Jacqueline Jones

Project Administrator

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

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Kimber McGray

Project Administrator

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

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Eden Minnis

Project Administrator

Eden Minnis brings to Cornerstone Advisors a decade of banking industry experience spanning operations, sales, customer service, and business managementView 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

Kera Weishaar

Kera Weishaar

Project Coordinator

Kera Weishaar brings a wealth of project management experience to her role as project coordinator in Cornerstone Advisors’ Technology Transformation practice, 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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Bob Roth

Partner Emeritus

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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Mike Armbruster

Associate Consultant

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

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Patrick Martin

Associate Consultant

Patrick is an independent consultant with banking experiences spanning 12 mergers & acquisitions, 4 digital transformations, 3 core replacements and 4 QA groups built from scratchView profile

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Howard Mooney

Associate Consultant

Howard Mooney brings more than 20 years of banking industry leadership to Cornerstone Advisors’ Contract Negotiations practiceView profile

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Russell Morse

Associate Consultant

Russel (Russ) brings more than 30 years of Wealth Advisor leadership to Cornerstone Advisors' practiceView 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 roleView 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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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 products and services contractsView profile