Tag: Staff News

Canon Capital Management Group Names Brent Thompson, CPA, CMA, CGMA to the Firm as Unitholder

We are proud to announce the admission of Brent Thompson to the firm as a unitholder. Brent joined our Accounting business unit, Canon Capital Certified Public Accountants, in 1998.

Brent is a Certified Public Accountant (CPA) and earned his Bachelor of Business Administration degree from Temple University. In addition to holding his CPA designation, Brent also holds Certified Management Accountant (CMA) and Chartered Global Management Accountant (CGMA) designations.

Brent’s role as a Manager on the CPA team includes providing management advisory services, tax and general business planning, tax preparation, and financial statement preparation and review services for our numerous small-to-medium-sized business clients.

“Brent has demonstrated excellent leadership and personal commitment to our mission for many years,” said Michael Witter, managing director of Canon Capital Certified Public Accountants and co-founder of Canon Capital Management Group. “His dedication to high standards in goal-centric client services is proven, and we are proud to welcome him as a unitholder.”

Brent also shares Canon Capital’s commitment to the community. He has served on the Economic Restructuring Committee of Souderton-Telford Main Streets and the Stewardship Committee at Keystone Fellowship. He currently sits on the board of the Indian Valley Chamber of Commerce, serving as Treasurer.

Born and raised in Souderton, working for Canon Capital has been a homecoming of sorts for Brent. “It’s been a great fit for me personally and professionally. The firm’s expertise and structure have enabled me to become a much more valuable advisor than had I pursued a career at a firm specializing only in tax accounting.”

He adds, “Having the privilege to work with such an exceptional director group has truly been a blessing. Their integrity is second to none and is evident in the culture they have created here at Canon Capital. I’m thankful for this new opportunity to serve as a unitholder and look forward to working with the directors to develop the next generation of Canon Capital’s employees and clients.”

Canon Capital Wealth Management Names Senior Investment Advisor Chuck Porter, Jr. to the Firm as Unitholder

We are proud to announce the admission of senior investment advisor Chuck Porter, Jr. to the firm as a unitholder. Porter serves as a Senior Investment Advisor specializing in serving high-net-worth individuals and families.

Porter, who joined Canon Capital Wealth Management in 2006, earned his degree in Economics with an emphasis in Personal Financial Service from Widener University.  An Accredited Investment Fiduciary, Porter has also earned a Certificate in Financial Management for the Family Office from Pepperdine University’s Graziadio School of Business and Management.

“Chuck has a proven track record of client service,” said Dr. Peter Roland, managing director of Canon Capital Wealth Management and one of the founders of Canon Capital Management Group. “He exemplifies our values of acting as a trusted advisor, taking the time to learn about the needs of our clients and then developing a comprehensive service plan that acutely reflects those needs. We are pleased to welcome him as a fellow unitholder.”

Part of Porter’s success is his commitment to the community, where he makes the time to coach Souderton Area Youth Football (SAYFA), Souderton-Harleysville Youth Basketball Association (SHYBA), and baseball; as well as serve as a member of the Calvary Church Count Team.

“When I joined Canon Capital eleven years ago, I knew that this was a special company. The leadership team genuinely cares about their employees, and there is a firmwide commitment to serve our clients well and put their interests first,” said Porter. “I am extremely humbled by and grateful for this unitholder designation and the opportunity to contribute to the Canon Capital legacy of willingly investing in the things that matter. When I think about how many lives Canon Capital has touched since its founding thirty years ago, I can’t help but smile in knowing that I might be able to help carry that torch for the next thirty years.”

Canon Capital Wealth Management is a business unit of Canon Capital Management Group, celebrating 30 years of providing a single source of financial and business services.