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.
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.
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 Family Office Services
Phil started with Canon Capital in 2012. Prior to Canon Capital he held positions as a Cost Accounting Manager, Director of Administration/Assistant Secretary-Treasurer, Manager of Corporate Tax, and Corporate Secretary/Manager of Shareholders Services for a well-known local company. He also has worked as a tax preparer for several CPA firms. Phil has an Accounting degree from Peirce College and attended Philadelphia University. In addition, he belongs to the National Society of Accountants, PA Society of Tax and Accounting Professionals, National Association of Tax Professionals, and Family Offices Group. He is also involved with Indian Valley Faith Fellowship Church, Bucks-Mont Coalition for Evangelism, Indian Valley Chamber of Commerce, and Hatfield Chamber of Commerce. Phil lives in Harleysville with his wife and has three children and six grandchildren. In Phil’s spare time, he enjoys playing softball, hunting, fishing, walking, hiking, working out at the gym, and attending his grandchildren’s sporting events.
Client Service Manager
Before joining Canon Capital in 2008, Jen earned her Bachelor’s Degree in Business from Gwynedd Mercy College and began her career working for a local bank as a branch manager. She is also a cosmetologist and Mary Kay consultant. She participates in the Breast Cancer 3 Day as well as The Relay for Life events. Jen and her husband reside in Red Hill with their two daughters. She loves to spend time with her family and friends as well as vacation at the shore. Free time consists of reading, running, and attending cross fit classes.
Sr. Investment Advisor
Chuck has been with Canon Capital since 2006. He is a Senior Investment Advisor specializing in serving high-net-worth individuals and families. Chuck graduated from Widener University where he majored in Economics with an emphasis in Personal Financial Service. He has a Certificate in Financial Management for the Family Office from Pepperdine University’s Graziadio School of Business and Management and he is an Accredited Investment Fiduciary. Chuck is very involved in the community. He coaches youth football, baseball, and basketball. He is a committee member for the Penn Foundation autumn event, President of the Indian Valley Chamber Community Leadership Institute Alumni Association, a member of the North Penn United Way Emerging Leadership Society, and a team member on the Calvary Church Count Team. Chuck lives in Harleysville with his wife and their four sons. In his spare time, he enjoys playing sports, playing on the Calvary Church softball team, biking, doing yard work, spending time at the beach or around the fire pit with family, and savoring life with four sons.
Owner & Managing Director of Wealth Management & Family Office Services
Peter is a Managing Director of Canon Capital and a Founding Member of Canon Capital in 1987. He has over 30 years of diverse experience solving financial related problems and managing outcomes for a broad spectrum of clients. Peter holds the following designations: CPA Certified Public Accountant, PFS Personal Financial Specialist, AIFA® Accredited Investment Fiduciary Analyst, CFP Certified Financial Planner, ChFC Chartered Financial Consultant, CMA Certified Management Accountant. Peter earned his Bachelor of Science Degree in Business Administration from Elizabethtown College, a Master of Science in Taxation from Drexel University, and a doctorate Ph.D. degree in Business Administration with the concentration in Financial Management from Northcentral University. He has completed the Center for Fiduciary Studies Certification program offered through the Joseph Katz School of Business, University of Pittsburgh. Peter has earned the certificate in Financial Management of the Family Office offered through the Graziadio School of Business of Pepperdine University. He has been serving as an adjunct instructor of Finance and Accounting in the graduate MBA Master of Business Administration program at DeSales University for over 25 years. Peter enjoys spending time with his family and dogs.
Sr. Investment Advisor
Roger started with Canon Capital in 1995. He was in the U.S. Navy as an engineering officer of an LST. Following his time in the U.S. Navy, he held the positions of industrial sales engineer and financial counselor. He earned his Bachelor of Mechanical Engineering from Rensselaer and his MBA from Harvard. Roger is an accredited investment fiduciary. He attends Grace Community Church. Roger lives in Souderton with his wife, and has three daughters, 13 grandchildren and 18 great grandchildren. Roger likes to read and hike in his spare time.
Owner & Director of Wealth Management Services
Patty has been with Canon Capital since 1997. She is a Senior Investment Advisor and Director of Wealth Management Services. Before her time at Canon Capital, she worked as an office manager for a small engineering firm and also owned and operated a dance school. Her industry designations consist of the Certified 401(k) Professional (C(k)P) Program from The Retirement Advisor University (TRAU) in collaboration with UCLA Anderson School of Management Executive Education, a Certificate in Fiduciary Studies (AIF) from the University of Pittsburgh, the Accredited Asset Management Specialist (AAMS) Program from the College for Financial Planning. She has passed the Series 7 and Series 66 exams administered by the NASD. She is a member of United States Masters Swimming (USMS). Patty lives in Royersford with her husband and has one child and two grandchildren. Her interests include travel, swimming, music, and spending time with her family.