Our Team
Brad Cantrill, CFP, JD
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.
Emily Cochran
CLIENT ADMINISTRATOR
Emily joined the firm in February 2021. She handles administrative duties related to client services. After graduating from the University of North Texas, Emily spent an extensive amount of time traveling across Europe and the United States. Before accepting this role, she was a children’s soccer coach. Staying active continues to be a huge part of her life. Outside of work Emily enjoys spending time at the lake or participating in various volunteer roles in and around the Dallas-Fort Worth metroplex.