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.
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.
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.
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.
Owner & Senior Technician
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 and has many years of experience doing payroll, bookkeeping, and tax returns for various accounting firms. Linda is a member of the Lehigh Valley Chapter of the American Payroll Association. She is a member of Christ Reformed Church where she teaches VBS, serves on the Peacemakers team, and the Auditing Committee. Linda’s passion is Operation Christmas Child and she serves as a year-round volunteer. In her spare time, she enjoys spending time with her family, volunteering for missions’ trips, doing German paper cutting, and shopping for Operation Christmas Child shoe boxes. Linda resides in Harleysville with her husband and has three sons.
Marissa joined Canon Capital Wealth Management in December 2018. She brings a background in financial services and technology, having served previously as a client and advisor support professional at an investment, insurance, and financial services firm. In addition to earning a Bachelor of Arts in English with a minor in Business Administration from Millersville University of Pennsylvania and an Associate of Science degree in Liberal Studies from Montgomery County Community College, Marissa also holds various security and insurance licenses. A native of the Harleysville and Souderton region, she now lives in Lancaster, Pennsylvania with her husband, William. Marissa is an avid arts and culture fan and regularly attends performances at the Fulton Theater and sets the goal of seeing a Broadway show at least once each year. Marissa will be working with us based out of The Candy Factory, a co-working office space in historic downtown Lancaster.
Owner & Director of Technologies
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 Technologies 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.