Becky joined Canon Capital in 2002. Prior to Canon Capital, she worked for an auto dealership and computer software company. She attended Montgomery County Community College for business. Becky is active in church and teaches Sunday school. She resides in Tylersport with her husband and has three children and eight grandchildren. Becky also enjoys making crafts and baking.
Director of Payroll Services
Vicki joined Canon Capital in August, 1999 and is responsible for overseeing the daily operations of Payroll Services. Vicki has an Associates Degree in Accounting from Montgomery County College and has earned the Certified Payroll Professional designation. She is a member of the Lehigh Valley Chapter of American Payroll Association where she has served 8 years as Secretary. Vicki resides in Sassamansville with her husband and son and enjoys crafts, reading, and kayaking in her free time.
Investment Committee Counsel
Brad joined Canon Capital in 2016 and serves as Investment Committee Counsel. He is a recognized expert in investment portfolio risk and volatility reduction, with numerous published works in both scholarly and professional journals. In addition to his role with Canon Capital, he serves as the Chair of the Finance Major program for both the undergraduate and graduate divisions at DeSales University. He has prior experience as an Associate Director for Bear, Stearns & Co. specializing in structured equity products and derivatives geared to mitigating investment risk. He holds the Chartered Financial Analyst (CFA) designation. He has earned a Bachelor of Arts Degree in Computer Science from Harvard University as well as a Master of Business Administration (MBA) with a concentration in Corporate Finance and Investment Management from Penn State University.
Joan has been with Canon Capital since 1995. She has taught Health and Physical Education, worked in the mortgage department of a local bank, and has assisted with real estate settlements. She received her Bachelor’s degree from Ursinus College. Joan lives in Sellersville with her husband and has two children and five granddaughters. Some things that Joan loves to do is walk, bake, travel, work on puzzles (crossword, sudoku, jumbles, cryptograms), spend time with her granddaughters, and tailgate at Penn State football games.
Lori started with Canon Capital in January, 2000. Lori is the Office Manager and oversees the support staff and tax assembly process. She is instrumental in developing and implementing processes that create efficiencies for Canon Capital staff and clients. Lori is also a notary public. She attended Katharine Gibbs School of Business and has over 30 years of administrative and executive assistant experience. Lori and her husband live in Telford and have two children. In her spare time she enjoys crafts, reading, kayaking and spending time with her family.
Julie has been with Canon Capital since February, 2011. She earned her Bachelor’s Degree in Accounting from Temple University and has experience working as a Senior Accountant and a Senior Tax Accountant for CPA firms in the local area. Julie is currently the owner and CFO for a catering company in Worcester. Julie is a member of the AICPA & the PICPA and the PA Society of Tax & Accounting Professionals. She is a certified Pro Advisor for QuickBooks. Julie volunteers in her children’s classrooms and is a Religious Education teacher at Corpus Christi Church in Lansdale. She assists at the Kiwanis Club of Lansdale events with her father and volunteers through the United Way during Days of Caring in the community. Julie resides in Franconia with her husband and four children and enjoys baking, cross stitching and spending time playing with and reading to her kids.
Craig joined Canon Capital in 1998. He has a business degree from Delaware Valley College and a MBA in Marketing from LaSalle University. Prior to Canon Capital, Craig worked as a general manager of a car wash, as a controller of a heavy equipment company, and as a senior technician for a major home improvement company. Craig is a Microsoft Certified Professional. Craig also serves as executive director of Healthy Neighbors International, a non-profit medical missions organization serving in Nicaragua. Craig resides in Doylestown with his wife and has four children.
He enjoys spending time with his family.
Payroll Processor/Tax Preparer
Linda joined Canon Capital in 2005 as a Payroll Processor. Prior to 2005, she worked at Canon Capital part-time as part of our tax season support team. She has her Jr. Accounting Certification from Lansdale School of Business. She has handled bookkeeping for her father and brother’s business and has had many years of experience doing payroll, bookkeeping, and tax returns for various accounting firms. Linda is a member of the Lehigh Valley Chapter of American Payroll Association. She is also on the Auditing Committee for Christ Reformed Church. Linda is a year round volunteer for Operation Christmas Child. She teaches VBS and is on the Peacemakers team at her church. Linda resides in Harleysville with her husband and has three sons. In her spare time, Linda likes doing German paper cutting, scrapbooking, and shopping for Operation Christmas Child shoe boxes.
Brian joined Canon Capital in September, 2014. Prior to joining Canon Capital he worked for 18 years as a Project Leader, leading 401k plan conversion projects for a worldwide mutual fund company. He had previously earned his BS in Business Administration from Millersville University and most recently, in 2016, obtained his Accredited Wealth Management Advisor (AWMA) designation from the College for Financial Planning. Brian is also a licensed Project Management Professional (PMP) having attained that designation through the Project Management Institute in 2013. Brian plays many roles at Canon Capital including assisting the RIAs with client issues and support, is a member of the marketing committee, and provides technical support for Canon Capital’s custodial platforms and financial and estate planning databases. During his free time, Brian is a member of the Penn Foundation’s Autumn Event Committee and enjoys all sports. Brian resides in Harleysville with his wife Janice and has two children, Frank and Caroline.
Owner & Director of Computer Solutions
Kent has over 35 years of experience in the computer systems and services field as a computer programmer, analyst, operator, and consultant. He was the owner of KenTech Information Systems, Inc. from 1991-2000 before joining Canon Capital as the Director of Computer Solutions in November, 2000. His education in finance and computer systems comes from Montgomery County Community College and Ursinus College. He is a LINC Partner with Expert Technology Associates, a Hewlett Packard Reseller, a Sage Software Consultant, and an authorized Nexlink Business Partner. Kent is president of the DCP Theatre in Telford. He is also House Church Shepherd with Renew Community Church in Lansdale, and a United Way volunteer. Kent resides in Telford with his wife and has three daughters. His hobbies include, music (guitar, piano, worship leading), acting in community theatre, ballroom dancing and doing “handyman” projects.