Leadership
Brad Cantrill, CFP ®, JD*, AAMS
President
A lifelong resident of North Texas, Brad works with clients to deliver a value driven financial planning process that is based on joint discovery. This process allows clients to make the best possible decisions to optimize their wealth and enrich their lives. Brad approaches planning on an interdisciplinary level with the general objectives of maximizing flexibility and minimizing taxes and complexity. The result is a highly efficient process that reduces or eliminates gaps in current financial planning, educates clients, and identifies planning opportunities through creativity and varied prospectives.
Brad spent several years working as a fee based advisor with Lincoln Financial. While at Lincoln he qualified for Career Club Honors and was elected by Lincoln/Sagemark in 2004 as a founding member of "The Select Planner Group." This group of fifty planners nationwide were recognized for their high level of service and ability to work successfully in the affluent market. Brad's affiliation allowed him to work cooperatively with other planners and advisors nationwide on various complex yet rewarding business and personal planning cases.
In 2006, Brad left Lincoln and started his own fee based planning firm Cantrill Financial Group. The firm's mission is to provide a high level of objective planning advice and personalized service to a diverse group of client-families. The firms independent status allows Brad to operate with complete objectivity and promote financial literacy and accountability.
Brad received his B.A. from Austin College and his J.D. from Southern Methodist University. He is a Certified Financial Planner and an Accredited Asset Management Specialist. Brad actively participates in the Financial Planning Association and is a recommended five star advisor of the Paladin Registry. He is married with one son and resides in Frisco, Tx.
*Not Practicing
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