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Our Team
Brad Cantrill Brad Cantrill, CFP ®, JD*
President


A lifelong resident of North Texas, Brad works with clients to deliver a goal driven financial planning process that is based on joint discovery. This process allows clients to make appropriate decisions to help optimize their wealth and enrich their lives. Brad approaches planning on an interdisciplinary level with the general objectives of maximizing flexibility, minimizing taxes and complexity, and collaborating with other advisors to eliminate any gaps in planning.

Brad spent several years working as a fee based advisor with Lincoln Financial. While at Lincoln he qualified for Career Club Honors and was elected by Lincoln/Sagemark in 2004 as a founding member of their private wealth division "The Select Planner Group." This group of fifty planners nationwide were recognized for their high level of service and ability to work successfully in the affluent market. Brad's affiliation allowed him to work cooperatively with other planners and advisors nationwide on various complex yet rewarding business and personal planning cases.

In 2006, Brad left Lincoln to start an independent fee based planning firm Cantrill Financial Group, LLC. The firm's mission is to provide a high level of personalized service to a diverse group of client-families while promoting the principals of education and accountability.   

Brad received his B.A. from Austin College and his J.D. from Southern Methodist University. He is also a Certified Financial Planner CFP. Brad actively participates in the Financial Planning Association and is a recommended five star advisor of the Paladin Registry**.

When not at work Brad enjoys spending time with his family, reading books of all kinds, working out, and keeping Total Wine from going out of business.

*Not Practicing

**Paladin Registry is not affiliated with Cantrill Financial Group, LLC. or NFPAS.



Kristina Whitmer Kristina Whitmer
Administrative Assistant


Kristina started at Cantrill Financial Group in January 2014. With a background in the customer service industry, she naturally enjoys working with individuals. Kristina's current role allows her to serve others while expanding her overall knowledge of business operations.

Kristina received scholarships for completing high school early and is on track to finish her college degree in business management by 2017. After college, Kristina plans to continue her education by pursuing a master's degree in business management.

Kristina's love for her family drives her to success academically and professionally. It is this ambition that also is driving her to learn all aspects of business operations. When Kristina is not working she enjoys spending time with her family, friends, and catching up on sleep.
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Securities offered through Triad Advisors Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions, LLC. Cantrill Financial Group, LLC is unaffiliated with Triad Advisors or Triad Hybrid Solutions, LLC.

 


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