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.