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

Elizabeth Duerk
Vice President of Human Resources
A strategic and innovative human resources executive, Elizabeth Duerk specializes in helping businesses turn vision into profitability. View profile

Kelly Dwyer
Chief Financial and Operating Officer
He provides financial leadership to our organization through his strong analytical skills and a proactive, forward-thinking approachView 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
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

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 View profile

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

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

Steve Williams
President and Partner
As a co-founder of Cornerstone Advisors, Steve Williams serves as President and Partner with Cornerstone where he leads firm growth View profile
Partners/Principals

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 View profile

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 View profile

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

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

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 merger and acquisition (M&A) and enterprise program delivery efforts and has over 35 years of technology and operations experience in financial services companies. View profile

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, operating efficiency, and technology utilization. View profile

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 decisions about their technology environment and service providers View profile
Managing Directors

Sandeep Balan
Managing Director
Sandeep Balan brings more than two decades of leadership expertise in banking, fintech and digital technology delivery to Cornerstone Advisors. View 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

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

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

Steve Wildman
Managing Director
As a Managing Director in Cornerstone Advisors’ Technology Solutions practice, Steve Wildman is responsible for all core evaluation and transformation initiatives.View profile
Senior Directors

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 View 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

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

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

Lori Kerrs
Senior Director
In her role as senior director, Lori specializes in core conversions and implementations for banks and credit unions 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

Brad Mason
Senior Director
Brad Mason expertly negotiates the complex strategic relationships between financial institutions and financial technology providers. 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
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Chris Miller
Senior Director
Chris Miller is a digital innovation executive skilled in the art of translating data-driven insights into actionable strategies that driveView profile

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 figure out the View 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

Mike Rempel
Senior Director
As a senior director in Cornerstone Advisors’ CPV practice, Mike Rempel specializes in CPV practiv and works on aView profile

Debbie Robins
Senior Director
Debbie Robins is a seasoned change management and financial services executive highly skilled at leading complex global business environments. View 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

Amanda Swanson
Senior Director
As a senior director in the Delivery Channels practice at Cornerstone Advisors, Amanda Swanson is focused on delivery channel strategy and planning, marketing strategy and View profile
Directors

Stacey Bryant
Director of Business Development
Stacey Bryant brings nearly 20 years of fintech and financial services expertise spanning operations, retail banking, marketing and business development to Cornerstone AdvisorsView 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

Terrie Cloud
Director
Terrie Cloud has been helping banks, credit unions, and fintech firms maximize their technology and operations investment dollarsView profile

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

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.View profile

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, View profile

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

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

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

Mallory Hanson
Director
Mallory Hanson brings deep expertise in financial services and fintech consulting, client relations and vendor performance management to Cornerstone Advisors View 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

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

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

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

Jayme Madden
Director
Jayme Madden brings to the Technology Solutions practice at Cornerstone Advisors broad expertise in system implementations and payment processing. View profile

Thomas Milillo
Director
Thomas helps clients achieve greater efficiency and profitability through peer comparison, analysis and assessmentView profile

Jerry Millin
Director
Jerry Millin is a senior technology leader specializing in digital business transformation strategy in the financial services and insurance industries. View 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

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

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

Chris Sims
Director
Chris Sims is a financial services leader dedicated to enhancing the performance and bottom line of mid-size banks and credit unions View profile

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

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

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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Linda Barker
Senior Consultant
Linda Barker takes pride in developing successful solutions that support business growth. View profile

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

Chris Dell
Senior Consultant
Chris Dell specializes in helping financial institutions use strategically crafted measurement to drive improved efficiency, performance, and revenueView profile

Debbie Rogers
Senior Consultant
Debbie Rogers has more than 30 years of leadership experience in the financial services industry. 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

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
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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
Senior Consultant
As a senior consultant at Cornerstone Advisors, Elizabeth Gujral focuses on the development of quantitative and qualitative analyses that ultimately helpView profile

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

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 solutions, Bob Lucchetti brings a broad range of skills to Cornerstone AdvisorsView profile

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 servicingView profile

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

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 Advisors’ clients striving to transform their businessesView profile

Andrea Costello
Consultant
Andrea Costello brings sales, supply chain, and marketing customer service and project management experience to Cornerstone Advisors, where she provides analytical research, financial modeling, and project support to the firm’s Strategy & Execution practiceView profile

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

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

Darren Gleason
Consultant
Darren M. Gleason is a results-driven professional with a diverse background in business and cross-cultural experiences View profile

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
Consultant
Audrey Millhouse brings data analytics, economics and management experience to Cornerstone Advisors, where she delivers research, financial modeling and project management support to the firm’s Technology Solutions and Core Transformation practicesView profile

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

Emily Osburn
Consultant
Emily Osburn brings project management, marketing/public relations, and client services experience to Cornerstone Advisors, where she provides analytical research, financial modeling, and project support to the firm’s Payments Solutions practiceView profile

Hallie Phillips
Consultant
Hallie Phillips brings marketing, research, project management and benchmarking experience to Cornerstone Advisors View profile

Cameron Priske
Consultant
Cameron Priske brings to the Technology Practice at Cornerstone Advisors senior level expertise in process improvement, project management, and technology management. View profile

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.View profile
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Nicholas Sutton
Consultant
Nick Sutton brings an analytical mindset, technical acumen, and a commitment to driving efficiency and innovation to Cornerstone Advisors View 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

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

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

Christy Callebaut
Business Analyst
As a business analyst 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 Lending and Operations practice at Cornerstone Advisors, Kim Frances specializes in administration and projectView profile

Kynnith Francis-Vaughan
Project Coordinator
Kynnith Francis-Vaughan provides project leadership to the Technology Solutions practice at Cornerstone Advisors. View profile

Gina Gettings
Managing Editor/Technical Writer
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

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

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

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
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
Partners Emeritus

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

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

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

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

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

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

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

Russell Morse
Associate Consultant
Russel (Russ) brings more than 30 years of Wealth Advisor leadership to Cornerstone Advisors' practiceView profile

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

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

John Venzon
Associate Consultant
John Venzon brings 25 years of banking, vendor and consulting experience to Cornerstone Advisors. As an associate consultant of the TechnologyView profile

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