Blake joined Canon Capital in May 2021. A graduate of Messiah University, Blake brings experience in banking, accounts payable, and accounting. He has recently become a Certified ProAdvisor for QuickBooks Online (QBO) and is currently studying for the CPA exam. Blake lives in Telford and when he’s not working or studying, he enjoys keeping up with the latest releases from Star Wars and the Marvel universe, cheering on his favorite football teams, playing board games, and spending time on the beach.
Stephanie joined Canon Capital in January 2017, bringing over 25 years of diversified experience in insurance, healthcare, manufacturing, and public accounting. She earned her B.S. in Accounting from Villanova University and an MBA in Accounting from St. Joseph’s University. Stephanie, her husband, and three children live in Harleysville where she enjoys reading, gardening, and playing the violin. She was recently elected Treasurer of the Indian Valley Public Library’s Foundation of Friends Committee and her family sponsors a child in Nairobi, Africa.
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.
Christopher joined Canon Capital in June 2021. He is a CPA with a wealth of public accounting experience. Christopher graduated from Immaculata University with a Bachelor of Science in Accounting. He is a member of AICPA and PICPA. In his free time, you can find Christopher surfing, reading, or working on home improvement projects in the Pennsburg home he shares with his wife, Kaitlin, and son, Calvin.
Owner & Director of Tax Services
Steve has been with Canon Capital since 1999 and has been practicing in public accounting for over 30 years. He received his BS in Accounting/Business Management with a minor in Psychology from Eastern Mennonite University. He is a member of the American Institute of Certified Public Accountants (AICPA), the Pennsylvania Institute of CPAs (PICPA), the National College Advocacy Group and the AICPA Tax, Personal Financial Planning and the Forensic and Valuation Services sections. Steve specializes in personal and business tax, estate and trust tax planning and preparation, foreign tax issues, personal financial and college planning services, and business tax planning. He also has significant experience in church, non-profit, and private foundation tax areas. In addition to being a CPA, he also holds the Personal Financial Specialist (PFS) designation, the Chartered Global Management Accountant (CGMA) and the Certified Specialist in Estate Planning (CSEP) designation. Steve and his wife reside in Souderton. Steve has three children and enjoys traveling, playing sports, gardening, and bicycling.
Owner & Director of Accounting & Audit Services
Georgia joined Canon Capital in 1993. Her experience as an auditor at three CPA firms over 30 years afforded her exposure to many different not-for-profit, government, and for-profit entities, such as private schools, senior centers, mission and church organizations, civic organizations, social services agencies, retirement communities, pension plans, local government units, local government pension plans, real estate developers, real estate agencies, and manufacturing companies. Georgia received her BS in Accounting from Messiah College, holds a Chartered Global Management Accountant (CGMA) designation, and is a member of the PICPA and the AICPA. She serves in a volunteer capacity with Bridge of Hope National, Souderton Brethren in Christ Church and the Big Red Band Boosters. Georgia resides in Souderton with her husband and two sons. She enjoys reading, playing the flute, and traveling.
Moriah started working with our accounting team on a seasonal basis in February 2021, joining us full-time in May 2021. Moriah holds an Associate of Applied Science degree in Accounting, which she earned from Montgomery County Community College. Most recently, she has become a Certified ProAdvisor for QuickBooks Online (QBO). Moriah lives in Telford where she spends her free time baking, crafting, and playing volleyball.
Sherri started with Canon Capital in October, 1999 and concentrates the majority of her efforts in auditing and not-for-profit entities. Sherri received her BS in Accounting from Millersville University and has over 25 years of experience in public accounting. Her experience includes non-profit auditing as well as work in the private sector. She serves on the board of Sisters U and enjoys reading, traveling, watching movies and spending time with her family and dogs. She has a special fondness for individuals with disabilities like her son Tyler, and this has led to her continued interest in non-profit entities and their missions. Sherri resides in Harleysville with her husband and two sons.
Andrew has been with Canon Capital since January 2021. A CPA who has been working in public accounting since October 2016, Andrew is a member of AICPA, PICPA, and DACFP. Andrew earned his bachelor’s degree in Accounting from Messiah College and is currently pursuing his Personal Financial Specialist (PFS) credential. Andrew and his wife, Megan, live in Dublin and attend First Baptist Church of Perkasie. Since 2008, Andrew has been training in the martial arts of Shotokan Karate, Jujitsu, and Aikijujitsu and holds a first-degree black belt in Shotokan Karate. He and his family love spending time on the water, especially when riding their Sea-Doo personal watercraft.
Amanda first joined Canon Capital in January, 2013 and we are pleased to welcome her back to our team as of July, 2020. Amanda’s previous career milestones include working as a Financial Controller for African Bible Colleges in Malawi, Africa. She received her BA in Business from Covenant College. Amanda resides in Palm with her husband and three children. In her free time, Amanda enjoys volleyball, biking, traveling, and spending time with her family.