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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
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
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
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
Partner
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
Partner
Bob Roth brings to Cornerstone Advisors more than 30 years of experience managing and directing all aspects of information technology View profile
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
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
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
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
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
Chief Research Officer
Ron Shevlin has been a management consultant for more than 25 years, working with leading financial services, consumer products, retailView profile
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
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
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
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
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
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
Managing Director
John Venzon brings 25 years of banking, vendor and consulting experience to Cornerstone Advisors. As managing director of the TechnologyView profile
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
Senior Director
Ryan Brogan specializes in performance improvement and benchmarking at Cornerstone Advisors with a key focus in contact centers and lending View profile
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, 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
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
Senior Director
Nick Lane is a senior director in Cornerstone Advisors’ Contract Negotiations practice, where his primary focus is helping financial institutionsView profile
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
Senior Director
As a senior director with Cornerstone Advisors, John Meyer leads the firm’s Business Intelligence and Data Analytics practice. In thisView 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
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
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 engagementsView profile
Traci Carpenter
Director
With nearly 30 years of banking experience, Traci Carpenter calls on her expertise in deposit and loan operations View profile
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
James Davis
Director
James Davis brings over 15 years of industry experience in payments, contract negotiations and card processor conversion supportView profile
Wendy Dowling
Director
Wendy Dowling specializes in conversions and implementations for core processing, digital banking, and payment processing systems View profile
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
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
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
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
Director
Jim Hartman delivers strong hands-on operational, lending, and risk management experience to Cornerstone Advisors’ Technology Solutions practiceView profile
Tom Hill
Director
An experienced operations leader, Tom Hill is dedicated to applying continuous improvement principles in banking. As a director in CornerstoneView profile
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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
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
Lori Kerrs
Director
In her role as senior consultant, Lori specializes in core conversions and implementations for banks and credit unionsView profile
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
Director
Bill McCorey brings a wealth of contract negotiation and vendor management expertise to Cornerstone's Contract Negotiation practice View profile
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
Joseph O'Donnell
Director
Joseph O’Donnell puts more than 20 years of experience in the financial services industryView profile
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
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
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
Director
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
Director
As a director in Cornerstone Advisors’ Strategy and Execution practice, Mike Rempel specializes in lending solutions and works on aView profile
Jennifer Schueneman
Director
Jennifer Schueneman brings over 25 years of banking, information technology and management experience to Cornerstone AdvisorsView profile
Amanda Swanson
Director
As a director in the Delivery Channels practice at Cornerstone Advisors, Amanda Swanson is focused on delivery channel strategy andView profile
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
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
Director
Betsy Whisler brings to Cornerstone Advisors a rich background in digital strategy, product development and strategic planning at financial institutionsView profile
Mike Armbruster
Associate Consultant
Mike Armbruster specializes in contract negotiations, technology, implementations and conversions at Cornerstone AdvisorsView profile
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
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
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
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
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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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
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
Consultant
Sierra Heil brings significant expertise in boutique financial consulting to the Strategy team at Cornerstone Advisors. Her acumenView profile
Kevin Knighton
Consultant
Kevin Knighton brings to Cornerstone Advisors a strong track record of improving business processes through automation and redesign. As aView profile
Cindy LaFave
Senior Consultant
Cindy has delivered value to banks and credit unions across a wide variety of initiativesView profile
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
Senior Consultant
Rebecca Mansfield brings to Cornerstone Advisors 15 years of financial services acumenView profile
Howard Mooney
Associate Consultant
Howard Mooney brings more than 20 years of banking industry leadership to his role in Cornerstone Advisors’View profile
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
Brad E. Scholl
Senior Consultant
As a senior consultant at Cornerstone Advisors, Brad helps clients manage their overall conversion projects, including allView profile
Oliver Syme
Consultant
Following his successful completion of Cornerstone Advisors’ internship program, Oliver Syme was invited to join the company as a consultantView 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
Associate Consultant
Working in Cornerstone Advisors’ Contract Negotiations group, Laurie Venzon brings 20 years of diverse banking experience to help clients improve theView profile
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Kevin Von Holten
Consultant
With nearly a decade of experience spanning multiple industries, Kevin Von Holten is a strategic, analytical professionalView profile
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
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
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
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
Project Administrator
Jason Guanso is a data- and analysis-driven project administrator in the Technology Solutions practice at Cornerstone View profile
Jacqueline Jones
Project Administrator
Jacqueline Jones puts nearly a decade of professional experience into her role as project administrator supporting View 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
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
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
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
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
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
Solutions Operations Manager
Edwin Mesones brings a wealth of financial services, performance, and process improvement expertise to Cornerstone Advisors, View profile
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
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
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
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
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
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
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
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
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
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
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
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
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
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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