Holistic Financial Planning
Cantrill Financial Group LLC is a holistic financial planning firm located in Frisco, Texas. The firm was founded in 2006 by Brad Cantrill after working for several years as private wealth planner for Sagemark Consulting. Brad founded the firm so that he could operate as fiduciary advisor free from corporate conflict that exists at many national firms.
Meet The Team
Brad is the owner of Cantrill Financial Group LLC, a holistic planning firm located in Frisco Texas. Cantrill Financial Group LLC is a service oriented firm that embraces it’s a role as a fiduciary for clients. The company delivers customized strategic plans driven by the values, goals, and aspirations of their clients.
Brad attended Austin College in Sherman,Texas and holds a J.D.* from Southern Methodist University Dedman School of Law. He is a Certified Financial Planner with over 21 years of industry experience and an IRS enrolled agent.
Brad has been a Master Elite member of Ed Slott’s Elite IRA Advisor Group, an organization dedicated to being industry leaders in IRA planning. He is also a 15 year recipient of the peer driven Five Star Wealth Management award*, an award given to less than 3% of active wealth managers for providing quality service in the community.
In Frisco, Brad was appointed as the staff advisor for the North Texas Enterprise Center, a group formed by the Frisco Economic Development Corporation to help startup businesses grow and plant roots in the community.
Brad lives in Frisco, TX with his wife Rachel and his two children Grant and Sarah. Outside of the office, Brad enjoys working out, duplicate bridge, and cheering on the local sports teams.
*Not Practicing
Sherrie joined the team in September 2018 and serves as the firm’s Operations Manager. She worked in various service-oriented positions while attending college. After starting a family, she decided to stay home and primarily care for her family. During these years at home, she continued with her spirit of service through her volunteer works earning awards for her efforts. In 2006 she was on the founding team for a local charity that supports ovarian cancer education and research. She still serves on the board of directors for this organization. Sherrie has been married for 30 years and has one daughter in college. When not at the office, she enjoys traveling with her family, crafting, watching football, and of course volunteering.
Ashlea received a Bachelor of Business Administration and a Master of Finance from Texas A&M University in 2005. Following graduation, Ashlea worked for Deloitte’s audit practice for where she advised a variety of clients across numerous industries and became an expert in financial. After 5 years as a consultant, Ashlea struck out on her own to provide small businesses as and with bookkeeping, tax, and financial accounting services.
Linda is an Enrolled Agent (EA) and a Licensed Tax Preparer with over a decade of experience providing tax preparation and IRS representation services to individuals and small businesses.
Linda’s mission is to help taxpayers become and remain compliant with the IRS while minimizing their tax liability and maximizing their refund. She enjoys meeting and building rapport with clients and serving as a reliable and trusted advisor who can help them through complex and challenging tax situations.
Jessica joined the team in October 2023, after moving from Little Rock, AR to be with her husband. She graduated from Arkansas State University in 2009 with a Bachelor Degree of Science in Education, and then taught high school English. Later, she left the education field to work in libraries, and then in 2017, joined the University of Arkansas at Little Rock, where she worked for 6 years. Jessica and her husband, John, live in Anna with their 2 dogs, 2 cats, and a leopard gecko.
Will Brand, CRCP®
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
Will Brand, CRCP®
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
