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.
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 AICPA, the PICPA, the National College Advocacy Group and the AICPA Tax, Personal Financial Planning and the Forensic and Valuation Services sections. Steve specializes in tax, estates and trusts, 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.
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.
Owner & Comptroller
George is the Comptroller of Canon Capital and a Founding Member of Canon Capital in 1987. He received his Associates in Science in 1972 from Montgomery County Community College and his Bachelor of Science in Business Administration in 1974 from LaSalle College. George has been a member of the Pennsylvania Institute of Certified Public Accountants and the American Institute of Certified Public Accountants since 1980. George is a member of the Board of Directors and the Secretary for the Philadelphia Freedom Valley YMCA, an Advisory Board member of the Upper Perkiomen Valley YMCA, a Charter Member of the Upper Perkiomen Valley YMCA, and a Finance Committee member of the Upper Perkiomen Valley Chamber of Commerce. He resides in Perkiomenville with his wife and has two children. He enjoys running and swimming for fitness and spending time with his family.
Owner & Manager
Brent joined Canon Capital in 1998 and is responsible for providing management advisory services, tax and general business planning, tax preparation, and financial statement preparation and review services for numerous businesses and their owners. In addition, he assists the firm directors with scheduling, staff development, and business development. He earned his Bachelor of Business Administration degree from Temple University. In addition to holding his CPA designation he also holds the Certified Management Accountant (CMA) designation and a Chartered Global Management Accountant (CGMA) designation. Brent is a member of the AICPA and the Institute of CMA’s, and is a former instructor of business development courses at Montgomery County Community College. He has also served on the Economic Restructuring Committee for the Souderton/Telford downtown revitalization efforts and the Stewardship Committee for Keystone Fellowship. He currently serves as the treasurer of the Indian Valley Chamber of Commerce. Brent resides in Souderton with his wife and three children. He enjoys boating, water-skiing, and working on home improvement projects.
Brenden started with Canon Capital in September of 2015. He is a graduate of Delaware Valley University with a Bachelor’s of Science in Business Administration, Accounting. He is a United States Marine Corps veteran of 8 years, is a member of the PICPA, and volunteers for the United Way. He lives with his wife and three children in Quakertown. In his spare time he enjoys cars, volleyball, and DIY projects.
Owner & Managing Director of Canon Capital Certified Public Accountants
Mike is a Managing Director of Canon Capital and a Founding Member of Canon Capital in 1987. With over 37 years experience, he specializes in tax consulting, business strategic planning, and personal financial planning. Mike works tirelessly to help clients proactively plan for their financial future, while maximizing their best opportunities to achieve their financial goals. Mike graduated from Messiah College with his Bachelor’s degree in business and earned his Masters of Science degree in Taxation from Widener University. He achieved the Personal Financial Specialist certification and is a member of the AICPA, including the Personal Financial Planning Section, and the PICPA. Mike resides in Souderton with his wife and has four children and nine grandchildren. He enjoys hiking, travel, sports, and time with family.