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Holistic Financial Planning

Meet The Team

CEO, Founder

Brad Cantrill CFP®, JD*, EA

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

Office Manager

Sherrie Shively

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.

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Director of Investments

Erin Corbett

Managing Director, Operations

Jenny Kurz

Marketing Coordinator

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna Rodriguez, CIMA®

Senior Portfolio Manager

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Director of Investments

Erin Corbett

Director of Finance & Human Capital

Jenny Kurz

Marketing Coordinator

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna Rodriguez, CIMA®

Senior Portfolio Manager