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.
Stacey Williams
CLIENT SERVICES ADMINISTRATOR
Stacey Williams joined the TaxLogix Team in 2024 and currently serves as the Client Services Administrator. In this role, she provides essential administrative and client support to Brad and the internal team. Stacey is often the first point of contact for clients—whether in person, by phone, or via email—offering prompt assistance with questions, inquiries, and client service requests. Her responsibilities include maintaining accurate client records, processing account updates, and managing client data to ensure everything is current and compliant. Stacey also assists the team by scheduling and preparing for client and internal meetings, generating account applications, and processing financial transactions. Additionally, she handles the preparation and submission of paperwork related to both new and existing accounts. From document preparation to application submission and internal follow-ups, Stacey ensures that all documentation is processed efficiently and in a timely manner.