Lori began working at Canon Capital in September 2022, bringing over 30 years of experience in corporate and partnership tax preparation and financial statement review. Lori earned her BS in Business Administration from Kutztown University and is a member of PSTAP (Pennsylvania Society of Tax and Accounting Professionals). A Perkasie resident, she relaxes by paddleboarding, doing yoga, baking, gardening, and hiking. Lori also enjoys spending time with her son, Collin, and her two mini Goldendoodles, Reilly and Chewie.
Daniel joined Canon Capital as a Staff Accountant in November 2022. A graduate of Temple University with a Bachelor of Business and Marketing, he began his accounting career in tax preparation and is pursuing his CPA. Outside of work, Daniel leads worship at Renew Community Church and spends his free time playing guitar, practicing martial arts, and snowboarding. The kitchen of his Quakertown home is the place to be thanks to the scent of the sourdough bread he bakes from scratch.
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 and currently serves as the treasurer of the Indian Valley Chamber of Commerce. 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.
Shareholder & Director
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.
Shareholder & Director
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.
Amanda first joined Canon Capital in January 2013 and we are pleased to welcome her back to our team as of August 2022. 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 four children. In her free time, Amanda enjoys volleyball, biking, traveling, and spending time with her family.
Cherie began working at Canon Capital in 2023, bringing over 30 years of experience in corporate, non-profit, and private-sector accounting services. She has specialized in outsourced accounting services and automated accounting integrations for more than 10 years. Cherie earned her BS in Business Administration from Albright College and is currently working to obtain her license as a Certified Accounting Paraprofessional. She is also a Certified QuickBooks Pro Advisor. When not working, she enjoys spending time with family and friends and volunteering time to various philanthropic endeavors.