Elizabeth joined the Canon Capital Technologies team in August 2018. A graduate of Regent University with a B.A. in Business, Elizabeth has worked in the areas of human resources, escrow, and compliance. Elizabeth works with us remotely from her office in Austin, Texas, where she enjoys spending time with her husband, reading, biking and traveling.
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.
Payroll Administrative Support
Ashley joined our Payroll team in December 2019, where she provides administrative support. A graduate of Montgomery County Community College and Temple University, Ashley brings her experience as a Finance & Insurance Manager at an auto dealer and as an Inheritance Specialist. In her free time, she recharges by reading, biking, or camping. Ashley lives in Telford with her husband and their two sons.
Chief Compliance Officer
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’s work with us is based out of The Candy Factory, a co-working office space in historic downtown Lancaster.
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.
PC Networking Technician
Andre Leatherman has been working in the IT field, in help desk support and troubleshooting, since 2014. Andre joined the Canon team in February 2019 as a PC Networking Technician. He resides in Souderton where he enjoys spending time with his wife, their family, as well as playing piano, guitar, and drums, talents he frequently shares while volunteering on the worship team at Towamencin Mennonite Church.
Client Relationship Associate
Margaret brings over 15 years of experience in public education and as a private coach, trainer, and educational consultant across numerous industries to her role on our Wealth Management team. She earned a Bachelor of Science degree in Elementary Education and a Master of Education in Curriculum and Instruction from Penn State University. She also holds a Graduate Certificate in Coaching and Mentorship as well as multiple Pennsylvania teaching certificates. Margaret is a graduate of Souderton Area High School and now makes her home in Royersford with her husband and two children. Outside of work she enjoys cooking, gardening, walking her dog, and spending time with family and friends.
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.