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.

Lee’s marketing experience spans over twenty years, including over a decade serving clients such as McDonald’s, PepsiCo, Sony Pictures Entertainment, Intuit, and Dell at national and international advertising agencies.

In addition to his work with Cantrill Financial Group, Lee is the founder and CEO of Mindtap Marketing, an agency that specializes in helping financial, technology, and law firms apply digital strategy to grow their businesses.

Lee has worked with financial firms such as United Capital, Swell Investing, and Carter Financial Management. He has been published or featured in Michael Kitces’ Nerd’s Eye View, RIAIntel, and Advisor Perspectives.

Lee’s other focus areas include inbound and content marketing, marketing automation, CRM, paid media, and email marketing.

Nathan serves as Cantrill Financial Group’s Technology Specialist. A 2017 Terry Scholar, he graduated magna cum laude from the University of North Texas with a B.B.A. in Business Integrated Studies: International Business and Marketing and très bien from the Burgundy School of Business in Dijon, France, with a Bachelor in Marketing & Business: International Business Management.

Formerly, Nathan served as a Co-Founder and Director of Operations for Catholic Music Initiative, a nonprofit he helped build into an internationally known organization in the Catholic music world, and as the Director of Finance and Operations for Mindtap Marketing (now Hexa GTM), a digital marketing agency headquartered in the DFW area.

A native Texan, Nathan is passionate about entrepreneurship and technology. When he isn’t working, he can be found enjoying music, learning about new technology, playing ultimate frisbee, and traveling—especially internationally.