.png?width=1000&height=250&name=Cornerstone_Advisors_Logo-removebg-preview%20(1).png){kind=logo}
-2.png?width=247&height=320&name=MicrosoftTeams-image%20(36)-2.png)
-2.png?width=247&height=320&name=MicrosoftTeams-image%20(35)-2.png)
Beth Dalton
Vice President of Operations
As the Vice President of Operations, Beth Dalton is a seasoned professional with over 25 years of experience in operations and accounting across diverse industries, including banking View profile
Elizabeth Duerk
Vice President of Human Resources
A strategic and innovative human resources executive, Elizabeth Duerk specializes in helping businesses turn vision into profitability. Her philosophy that human capital is every organization’sView profile
Kelly Dwyer
Chief Financial and Operating Officer
Kelly leads finance at Cornerstone Advisors as Chief Financial Officer. He provides financial leadership to our organization through his strong analytical skills and a proactiveView profile
Kevin Eskew
Chief Transformation Officer
Kevin Eskew brings to Cornerstone Advisors a long history of success in financial leadership, business improvement, and corporate integration at high-growth professional services firmsView profile
Andrea Lipo
Chief Information Officer
Andrea Lipo leads operations and information technology at Cornerstone Advisors and directs internal process improvement, program management, strategy, and customer service initiativesView profile
Jeff Rice
Vice President of Business Development
Jeff Rice has devoted more than two decades to helping community financial institutions develop and execute competitive business strategies He brings to Cornerstone Advisors a solid record of View profile
Lori Siragusa
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
Chairman and Founder
One of the founding partners of Cornerstone Advisors, Scott Sommer brings leadership and distinctiveness to Cornerstone’s consulting practice He has over 20 years of experience inView profile
Steve Williams
Chief Executive Officer and Partner
As a co-founder of Cornerstone Advisors, Steve Williams serves as Chief Executive Officer and Partner with Cornerstone where he leads firm growth and thought leadership efforts while remaining actively involved View profile
Anne Arvia
Principal
Anne Arvia is a strategic financial services leader experienced as a CEO, CFO and a public company board member and audit committee chair, whose unique combination of skills and experience has enabledView profile
Jim Burson
Partner
Jim Burson brings to his role as partner at Cornerstone Advisors a deep knowledge of the financial services industry as well as a wide range of executive management and business planning experience View profile
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
Jim McAveeney
Principal of Business Development
Jim McAveeney is an accomplished Principal of Business Development at Cornerstone Advisors, focused on assisting regional banking leadership in navigating the complexitiesView profile
Ryan Rackley
Partner
As a partner at Cornerstone Advisors, Ryan Rackley leads a team of highly specialized technology contract negotiation consultants in the firm’s Contract Negotiation, Mergers & Acquisitions View profile
Terence Roche
Partner
A co-founder of Cornerstone Advisors, Terence Roche brings 40 years of experience in bank operations and consulting. He has directly managed over 50 system selection processes and writtenView profile
Kelli Schultz
Principal
Kelli Schultz is a seasoned strategic business executive with a proven track record of driving expansion and operational excellence within the payments and broader FinTech and RegTech sectorsView profile
Brad Smith
Partner
Brad Smith has spent nearly three decades helping the community and regional financial institutions achieve their business goals by integrating strategy with sales, marketing, operations, and technology executionView profile
Quintin Sykes
Partner
Quintin Sykes leads Cornerstone's merger and acquisition (M&A) and enterprise program delivery efforts and has over 35 years of technology and operations experience in financial servicesView profile
Blair Wangman
Principal of Business Development
As the Principal of Business Development Cornerstone, Blair Wangman brings forth a wealth of experience and expertise in propelling growth within the regional and super-regional bankingView profile
Eric Weikart
Partner
As leader of Cornerstone Advisors’ Strategy and Execution Solutions Group, Eric Weikart shows banks and credit unions how to use data and best practices to maximize their performance View profile
Jim Wilkson
Principal
Jim Wilkson brings to Cornerstone Advisors four decades’ worth of banking industry expertise specializing in helping community financial institutions make smart, lasting decisionsView profile
Sandeep Balan
Managing Director
Sandeep Balan brings more than two decades of leadership expertise in banking, fintech and digital technology delivery to Cornerstone Advisors. As managing director of Cornerstone’s TechnologyView profile
Ryan Brogan
Managing Director
Since joining the firm in 2010, Ryan has partnered with many of the top community banks and credit unions in the country on a wide range of efforts spanning strategy formulation View profile
Niel Devasir
Managing Director
Niel Devasir brings more than 20 years of financial services executive leadership experience to his role as managing director in Cornerstone Advisors’ Contract Negotiation and Payments practicesView profile
Mary Eyre
Managing Director
As the Managing Director of Mergers and Acquisitions (M&A) at Cornerstone, Mary Eyre leads a strategic team, drives business expansion, fosters client relationships, and innovates our service offeringsView profile
Brandi Gregory
Managing Director
As a managing director in Cornerstone Advisors’ Contract Negotiation and Payments practices, Brandi leads a team of experts with a collective goal of helping banks and credit unions improve their financialView profile
Sam Kilmer
Managing Director
Sam Kilmer leads Cornerstone Advisors’ fintech advisory practice working with industry providers, fintechs, and investors. He also leads select strategy engagements with banksView profile
John Meyer
Managing Director
As a senior director with Cornerstone Advisors, John Meyer leads the firm’s Business Intelligence and Data Analytics practice. In this role, he helps community banks and credit unions better use the dataView profile
Debbie Robins
Managing Director
Debbie Robins is a seasoned change management and financial services executive highly skilled at leading complex global business environments. She brings to the Technology Solutions practice at Cornerstone View profile
Ron Shevlin
Managing Director / Chief Research Officer
Ron Shevlin has been a management consultant for more than 25 years, working with leading financial services, consumer products, retail, and manufacturing firms all over the worldView profile
Clio Silman
Managing Director
Clio Silman puts her expertise in M&A and systems and process integration to work in her role as an Implementation Practice leader at Cornerstone Advisors. A positive change agentView profile
Steve Wildman
Managing Director
Steve has over 30 years of experience assisting credit unions, community banks, thrifts, cooperative institutions, regional institutions, and money center banks with strategic initiatives includingView profile
Bob Barmak
Senior Director
Bob Barmak is a business strategy, technology, and operations expert who brings to Cornerstone Advisors’ Technology Services practice a long history of delivering increased client revenueView profile
Onker Basu
Senior Director
Onker Basu is a senior leader with over 25 years of banking and consulting experience. He has been consistently recognized for his ability to combine strategic planning, relentless executionView profile
James Davis
Senior Director
As a senior director in Cornerstone Advisors' Contract Negotiations and Payments practices, it is James' goal to help banks and credit unions improve their financial performance through skillful optimizationView profile
Tony DeSanctis
Senior Director
Tony DeSanctis brings more than 20 years of financial services experience to Cornerstone Advisors. As a leader in the firm’s Payments practice, Tony helps financial institutions optimize their paymentsView profile
Wendy Dowling
Senior Director
Wendy Dowling specializes in conversions and implementations for core processing, digital banking, and payment processing systems. As a senior director at Cornerstone AdvisorsView profile
Elizabeth Flynn-Rand
Senior Director
Elizabeth Flynn-Rand brings more than 30 years of bank and credit union management and consulting experience to Cornerstone Advisors. Over the course of her career, she has held executive managementView profile
Margaret Glick
Senior Director
Margaret Glick is a director in Cornerstone Advisors’ Technology Solutions group, where she applies her 30-plus years of banking experience primarily to merger and technology transformation projectsView profile
Scott Hodgins
Senior Director
As senior director for Cornerstone Advisors, Scott Hodgins is actively involved with the firm’s benchmarking, strategic planning, technology, and system selection engagements View profile
Daryl Jones
Senior Director
Daryl Jones puts his strong performance and process improvement background to work at Cornerstone, where he manages the Mortgage Lending practice. Daryl helps clients apply best-in-class processesView profile
Lori Kerrs
Senior Director
Lori Kerrs brings a wealth of financial services technology, operations, and process improvement experience to Cornerstone Advisors. In her role as a director, Lori specializes in core conversions View profile
Nick Lane
Senior Director
Nick Lane is a senior director in Cornerstone Advisors’ Contract Negotiations practice. Leveraging his nearly nine years of negotiation experience at Cornerstone, he can help financialView profile
Brad Mason
Senior Director
Brad Mason expertly negotiates the complex strategic relationships between financial institutions and financial technology providers. Over the course of his career, Brad has led strategic View profile
.jpg?width=600&height=600&name=Chris-Miller_Headshot_600x600%20(1).jpg)
Chris Miller
Senior Director
As a senior director in the Delivery Channels practice at Cornerstone Advisors, Chris puts nearly 10 years of expertise to work helping banks and credit unions develop competitive delivery channel strategiesView profile
Kourtney Piepenburg
Senior Director
Kourtney Piepenburg is a senior director in Cornerstone Advisors' Contract Negotiations practice. Her primary focus and passion are to help financial institutions View profile
Jessica Pinkston
Senior Director
Jessica Pinkston is a senior director in the Delivery Channels practice and Practice Leader of Treasury, Payments, and Operations at Cornerstone Advisors, where the firm’s clients benefit from her digital banking acumenView profile
Joel Pruis
Senior Director
In the commercial and small business segments, Joel Pruis brings more than 25 years of experience delivering fundamental change in the origination and ongoing management of credit relationshipsView profile
Mike Rempel
Senior Director
Mike Rempel brings years of client management, analysis, and strategy development experience to the Cornerstone Advisors team. As senior director in Cornerstone’s CPV practice, Mike helps financialView profile
Jennifer Schueneman
Senior Director
Jennifer Schueneman brings over 25 years of banking, information technology, and management experience to Cornerstone Advisors, where clients benefit from her data conversionView profile
Brent Stillman
Senior Director
Brent Stillman is a seasoned professional with over 17 years of experience in the banking and FinTech industry. Throughout his career, he has demonstrated an exceptional ability to navigate the intricate View profile
Amanda Swanson
Senior Director
As a senior director in the Delivery Channels practice and Practice Leader of Marketing and Growth at Cornerstone Advisors, Amanda Swanson is focused on delivery channel strategy and planningView profile
Adam Boyle
Director
Adam Boyle brings 15 years of bank management experience to Cornerstone Advisors. As a consultant in the firm’s Technology Solutions group, Adam specializes in merger integrationsView profile
Stacey Bryant
Director
Stacey Bryant brings nearly 20 years of fintech and financial services expertise spanning operations, retail banking, marketing and business development to Cornerstone Advisors. A planner and strategist View profile
Jodi Clark
Director
As a director in Cornerstone’s Credit Union Advisory practice, Jodi leads large-scale, high-risk core and ancillary system implementations. With her extensive background in banking operations View profile
Jearil Crawford
Director
Jearil Crawford is an accomplished financial services executive who brings more than 20 years of leadership experience to his role as director in Cornerstone Advisors’ Strategy and ExecutionView profile
Josh Davis
Director
Josh Davis has been providing banks and credit unions with digital expertise across strategy, operations, and technology channels for more than two decades. As a director in Cornerstone Advisors’ StrategyView profile
Heidi Dearman
Director
Heidi Dearman has been a technology leader in the banking industry for more than a decade. Backed by a passion for helping financial institutions deliver best-in-class customer service, Heidi delivers diverseView profile
Lisa Evans
Director
Lisa Evans brings more than 15 years of financial services industry experience to her role as a director in Cornerstone Advisors’ CU Advisory practice. Her thorough understanding of cardView profile
Chris Fleischer
Director
Chris Fleischer brings strategic market research, client analytics, competitive intelligence, and customer service expertise to Cornerstone Advisors. In his more than 20 years in financial services View profile
Tristan Green
Director
Tristan Green brings many years of strategy, business development, and data analytics to Cornerstone Advisors. As a director for Cornerstone’s Research and Fintech Advisory practice, Tristan works with a wideView profile
Joseph Grammer
Director
As a director with Cornerstone Advisors, Joseph Grammer puts more than 20 years of experience in the financial services industry work focused on implementations, conversionsView profile
Mallory Hanson
Director
Mallory Hanson brings deep expertise in financial services and fintech consulting, client relations and vendor performance management to Cornerstone Advisors. Over the past decadeView profile
Jim Hartman
Director
Backed by more than 30 years in the financial services industry, Jim Hartman delivers strong hands-on operational, lending, and risk management experience to Cornerstone AdvisorsView profile
Tom Hill
Director
An experienced operations leader, Tom Hill is dedicated to applying continuous improvement principles in banking. As a director in Cornerstone Advisors’ Technology Solutions group, Tom is focused onView profile
.png?width=600&height=600&name=thumbnail%20(2).png)
Elizabeth Hollis
Director
Elizabeth Hollis brings to Cornerstone Advisors more than 30 years of client service experience in the financial industry. An expert in performance and process improvement, Elizabeth helps clients applyView profile
Lindsay Hooks
Director
Lindsay Hooks is a director in the Payments and Contract Negotiations practice at Cornerstone Advisors. She is a Cornerstone's Payments School facilitator and employs her expertiseView profile
Abbie Jones
Director
Backed by more than a decade of leadership experience as a marketer and digital strategist, Abbie Jones is uniquely qualified to help Cornerstone Advisors clients develop and implement data-basedView profile
Stefani Kerr
Director
Stefani Kerr has worked in project management and systems integration in the financial services and non-profit industries for more than 15 years. An expert in loan operations, deposit operationsView profile
Patricia Mack
Director
Patricia Mack began her career in banking as a computer programmer, working primarily on various FIS core products. Over the course of her 20-plus years in the financial services industryView profile
Jayme Madden
Director
Jayme Madden brings deep expertise in system implementations and payment processing to Cornerstone Advisor’s Strategy and Execution practice. View profile
Byron Miller
Director
With a distinguished career spanning multiple leadership roles in the technology and financial sectors, Byron Miller stands as a seasoned executive skilled at driving transformative initiativesView profile
Thomas Milillo
Director
Thomas Milillo specializes in performance, process improvement, and lending at Cornerstone Advisors. Thomas helps clients achieve greater efficiency and profitability through peer comparison, analysisView profile
Jerry Millin
Director
Jerry Millin is a senior technology leader specializing in digital business transformation strategy in the financial services and insurance industries. He brings to Cornerstone AdvisorsView profile
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 institutions. Her expertise in managing evaluationsView profile
Debbie Rogers
Director
Debbie Rogers has more than 30 years of leadership experience in the financial services industry. She has skillfully managed bank and credit union clients’ core and digital banking system evaluations and searchesView profile
Courtney Tegeler
Director
Courtney Tegeler is a Director within our Technology Implementation Practice at Cornerstone Advisors, bringing over two decades of expertise in accounting and financial servicesView profile
Jennifer Wagner
Director
As client relationship director, Jennifer Wagner consistently strives to provide Cornerstone Advisors clients with top-notch customer service and satisfaction. She is always searching for opportunities View profile
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
Mike Wilson
Director
Mike Wilson brings to Cornerstone Advisors a rich history in financial services credit and risk. Over the course of a career spanning nearly 30 years, Mike has assisted banks, credit unions, and mortgageView profile
Mary Wisniewski
Director
Mary Wisniewski has covered fintech and digital banking for more than 12 years. Her bylines have appeared in Gonzobanker, American Banker, Bankrate, the Associated Press and moreView profile
-1.png?width=600&height=600&name=MicrosoftTeams-image%20(7)-1.png)
Linda Barker
Senior Consultant
Linda Barker takes pride in developing successful solutions that support business growth. She brings to Cornerstone Advisors’ Technology Solutions practice extensive experience leadingView profile
Ryan Ceglarek
Senior Consultant
Ryan Ceglarek has a strong background in building successful long-term relationships with clients across diverse industries. He specializes in technology procurement and deploymentView profile
Justin Colella
Senior Consultant
Justin Colella's experience and aptitude for efficiency, process improvement, and cost minimization stems from his time in the United States Air Force and has continued on into his post military Banking careerView profile
Dayna Davies
Senior Consultant
Dayna Davies brings to Cornerstone Advisors in-depth project management and consulting experience in the banking and finance industries. As a senior consultant in the firm’s Implementation PracticeView profile
Chris Dell
Senior Consultant
Chris Dell specializes in helping financial institutions use strategically crafted measurements to drive improved efficiency, performance, and revenue. As a consultant, Chris applies his deep analyticsView profile
Galen Everett
Senior Consultant
As a Senior Consultant in Cornerstone Advisors’ Strategy & Execution group, Galen advises clients on a wide array of topics including performance optimization and benchmarking process View profile
Krystle Frye
Senior Consultant
Krystle Frye brings to Cornerstone Advisors a rich history of project planning and execution experience in the financial services industry. Her diverse background includes expertise in client needsView profile
.png?width=600&height=600&name=thumbnail%20(1).png)
Theresa Geraci
Senior Consultant
Theresa Geraci draws on her extensive background in project management and communications, as well as her acute finance and banking acumen, to deliver value to clients through Cornerstone Advisors’ CUView profile
Rhianna Gosnell
Senior Consultant
As a Senior Consultant, Rhianna Gosnell plays a key role in leading and overseeing end-to-end implementation projects spanning core banking systems, digital solutions, payment platforms View profile
Elizabeth Gujral
Senior Consultant
As a senior consultant at Cornerstone Advisors, Elizabeth Gujral focuses on the development of quantitative and qualitative analyses that ultimately help clients boost their efficiency, serviceView profile
Bob Lucchetti
Senior Consultant
A bank professional with nearly three decades of experience in item and data processing, bank operations, vendor selection, contract negotiation, and IT solutionsView profile
Kellie Mooney
Senior Consultant
An expert in enterprise banking solutions, Kellie Mooney has more than two decades of experience serving as a trusted advisor to prominent financial institutions and fintech organizationsView profile
Josie Porterfield
Senior Consultant
Josie Porterfield brings to Cornerstone Advisors more than 40 years of leadership experience in community bank operations and loan administration and servicing. She is highly skilled at managingView profile
Ben Thompson
Senior Consultant
As a Senior Consultant, Ben Thompson plays a key role in leading and overseeing end-to-end implementation projects spanning core banking systems, digital solutions, payment platformsView profile
Alex Valentine
Senior Consultant
As a senior consultant in Cornerstone Advisors’ Strategy practice, Alex Valentine uses his analytical and process improvement skills to steer financial institutions toward operational efficiencyView profile
Kevin Von Holten
Senior Consultant
With nearly a decade of experience spanning multiple industries, Kevin Von Holten is a strategic, analytical professional with vast knowledge in contract negotiation, product life-cycle managementView profile
Cheryl Wetters
Senior Consultant
Cheryl Wetters brings a rich history in banking to her role as a consultant in Cornerstone Advisors’ Technology Solutions practice area. Cheryl has expertly managed numerousView profile
Evan Arnold
Consultant
Evan Arnold combines expertise in data analysis with an in-depth understanding of the financial services industry to deliver prescriptive and practical recommendations to Cornerstone AdvisorsView profile
Correll Davis
Consultant
Correll Davis brings to Cornerstone Advisors thorough knowledge of the mortgage loan industry. He has expertise in analyzing rates, production volume, and delivery tracking for both consumerView profile
Darren Gleason
Consultant
Darren M. Gleason is a results-driven professional with a diverse background in business and cross-cultural experiences. He brings a wealth of leadership, consulting, operations and marketingView profile
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 supportView 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 modelingView profile
Hallie Phillips
Consultant
Hallie Phillips brings marketing, research, project management and benchmarking experience to Cornerstone Advisors. As a consultant in the firm’s Strategy and Execution practice View profile
Cameron Priske
Consultant
Cameron Priske brings senior-level expertise in process improvement, project management, and technology management to the Technology Practice at Cornerstone Advisors. She has managed systemView profile
Kristina Schmid
Consultant
Kristina Schmid has a rich history of leadership in the financial services industry, with specialization in software implementations, system conversions, and SaaS fintech solutions. She brings to CornerstoneView profile
.jpg?width=800&height=799&name=Nick%20Sutton%20UPDATED%208.16.23%20(2).jpg)
Nicholas Sutton
Consultant
Nicholas Sutton brings an analytical mindset, technical acumen, and a commitment to driving efficiency and innovation to Cornerstone Advisors. As a consultant in the firm’s Technology Solutions and IT AdvisoryView profile
Kera Weishaar
Consultant
Kera Weishaar brings a wealth of project management experience to her role as consultant in Cornerstone Advisors’ Technology Transformation practice, where she prepares detailed actionView profile
Christy Callebaut
Project Coordinator Team Manager
As a project coordinator team manager for Cornerstone Advisors’ Strategy and Execution group, Christy Callebaut supports a wide array of client engagements, with a primaryView profile
Kim Frances
Project Coordinator
As a project coordinator in the Lending and Operations practice at Cornerstone Advisors, Kim Frances specializes in administration and project coordination with a focus on schedule managementView profile
Gina Gettings
PMO Analyst/Senior Technical Writer
Calling on over 20 combined years in banking and editing/English composition, Gina Gettings brings a wealth of industry knowledge to her PMO analyst/senior technical writer roleView profile
Christy Maschino
Project Coordinator
With over 15 years of experience in the banking industry, Christy Maschino brings a wealth of knowledge and expertise to her role as Project Coordinator at Cornerstone Advisors. View profile
Kimber McGray
Project Coordinator
Kimber McGray has more than decade of experience in sales, customer service, and marketing across a variety of industries, including banking and insurance Kimber McGray has more than a decadeView profile
Eden Minnis
Project Coordinator
Eden Minnis brings to Cornerstone Advisors a decade of banking industry experience spanning operations, sales, customer service, and business management. As a project administrator View profile
Bernita Stephans, PMP
Program Manager
Bernita Stephans brings a rich history of data analysis and project coordination to Cornerstone Advisors’ Contract Negotiation practice, where she manages and analyzes the accuracy of client dataView profile
Carl Faulkner
Founding Partner Emeritus
Cornerstone Advisors has Carl Faulkner to thank for the nationally recognized reputation of its technology planning. Before founding Cornerstone, Carl was a managing director of M One, chief informationView profile
Bob Roth
Partner Emeritus
Bob Roth brings to Cornerstone Advisors more than 30 years of experience managing and directing all aspects of information technology departments, including vendor relations, contract managementView profile
Mike Armbruster
Associate Consultant
Mike Armbruster specializes in contract negotiations, technology, implementations, and conversions at Cornerstone Advisors. Mike’s goal at Cornerstone is to help clients execute successfulView profile
Darlene Brown
Associate Consultant
Darlene Brown is an accomplished CPA and Certified Risk Manager with more than 30 years of experience working with credit unions and financial institutions. Darlene is the principal/owner of CreditView profile
Alicia Franke
Associate Consultant
Alicia Franke brings over 20 years of experience in Consumer and CommercialBanking and a proven track record for managing and delivering complex solutionsto Fortune 100 companies.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 improving business operations, enhancing financial leadershipView profile
Vincent Hui
Associate Consultant
Vincent Hui brings to Cornerstone Advisors nearly 25 years of experience in the financial services industry, where he has served as both a senior executive and an advisor to large and mid-size financialView profile
Donnie Kilgore
Associate Consultant
Donnie Kilgore brings a wealth of management consulting and lending expertise in the banking industry to Cornerstone Advisors. For more than 20 years, Donnie has guided financial institutionsView profile
.png?width=600&height=601&name=MicrosoftTeams-image%20(39).png)
Patrick Martin
Associate Consultant
Helping bankers make money by implementing innovative solutions and delivering results as a Cornerstone Advisor specializing in Technology Solutions for quality & testing servicesView profile
Russell Morse
Associate Consultant
As Operations Director and Partner of the Burke Group Benefits Consulting Group, and as Operations Director of Frost Bank's Wealth Advisor Group, Russ has developed an in-depth understanding of WealthView profile
Kim Swenson
Associate Consultant
Kim Swenson brings more than two decades of financial services management consulting, retail banking, and payments experience to her role as an associate consultantView profile
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 Technology Solutions group, John puts his strong background to workView 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 productsView profile