Our Team
Brad Cantrill, CFP, JD, EA
PRINCIPAL
Brad attended Austin College in Sherman, Texas and he holds a J.D. from Southern Methodist University Dedman School of Law. He is a Certified Financial Planner Professional and fiduciary with nearly 20 years of experience. Brad focuses on retirement income planning in his practice. He’s been recognized as a member of the Master Elite IRA Advisor Group with the Ed Slott organization and is a a multi-year winner of the Five Star Wealth Management Award for providing high quality wealth management services in the community.
Ashlea Lincoln, CPA
TAX SPECIALIST
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.
Sherrie Shively
OFFICE MANAGER
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.
Linda Roche, EA
TAX SPECIALIST
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 Badertscher
CLIENT SERVICE ADMINISTRATOR
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.