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Meet The Team

Founder & CEO

Brad Cantrill, JD, CFP, 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.

Sr. Tax Preparer

Ashlea Lincoln, CPA

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.

Tax Preparer

Linda Roche, EA

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.

Tax Administrator

Morgan Shively

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

IT Specialist

Nathan Sullivan

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.

Chief Marketing Officer

Lee Delahoussaye

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

Director of Finance & Human Capital

Jenny Kurz

Marketing Coordinator

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna Rodriguez, CIMA®

Senior Portfolio Manager