Experience Makes all the difference

Our sole focus is helping entrepreneurs and their families organize, plan, and manage all aspects of their wealth. We offer expertise, insight, and a balance of innovative, yet pragmatic solutions for addressing the full cycle of an entrepreneur's private business needs. This includes:

Partnerships for Pre- and Post-Sale Planning
We have extensive experience working with owners and potential buyers of businesses from the initial stages of assessing ownership structures to evaluating optimal financing solutions.

Succession and Estate Planning Strategies
The decision to exit a business is often very personal and complex. Using appropriate cash flow and portfolio strategies, as well as efficient tax structures, such as trusts and philanthropic vehicles, we not only facilitate the achievement of an entrepreneur's business goals, but also his/her wealth preservation and legacy goals.

Business Community Network
To help further an entrepreneur's long term objectives, build business momentum, and connect him/her with others who share similar goals and perspectives, we can provide access to a high-caliber network of contacts. These resources for an entrepreneur's business include access to key specialists in private equity, M&A advisory services, risk and liabilities management, as well as third-party referrals within the financial services industry and our Wealth Management community.

Shawn A. Cantrell

Senior Vice President - Wealth Management
214-932-8906

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Shawn Cantrell joined UBS in 2009. Over the course of his 18 year career, he has employed an approach that blends advanced planning techniques and investment expertise to deliver a customized strategy created for every client's needs and tastes. Recognized by Texas Monthly as a Five Star Wealth Manager, Shawn’s experience includes trust and estate planning strategies, philanthropic strategies and helping solve the complexities related to the sale of private businesses.

Shawn and his wife, Jamie, live in Plano, TX and have three children – Ashlyn, Caden, and Kellan. Shawn is on the board of National Food and Beverage and is involved with the HHT Foundation.


Registered States:
AL, AR, AZ, CA, CO, MI, MO, NM, NV, OK, PR, TN, TX


Michael Thomas Reinbold

Senior Vice President - Wealth Management
214-932-8929

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Michael strives to become his clients’ first call for advice. That means putting their needs first, encouraging thoughtful dialogue and focusing on collaboration to achieve the best possible outcomes.  At UBS he is responsible for providing tailored advice, strategies, and investment services to an exclusive group of ultra-high net worth families, family offices, and foundations. He works with experts across the firm to provide solutions around portfolio construction and management, manager selection, structured solutions, alternative investments, banking, and lending solutions (commercial and residential real estate, art collections, aviation, yacht financing, unsecured lines, and securities backed loans). From delivering truly customized solutions to service and transparency, Michael always tries to exceed client expectations.

He is a graduate of Southern Methodist University where he received a B.S. in Economics with Financial Applications and a B.A. in Psychology. He also studied global markets at the prestigious Oxford University in the UK.

Michael and his wife Margaret reside in Dallas, TX with their son Matthew and he enjoys traveling, spending time with family and friends, and giving back to his community.


Registered States:
AL, AR, AZ, CA, CO, MI, MO, NM, NV, OK, PR, TN, TX


Melissa Ilese Kessler

Senior Client Service Associate
214-981-0549

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Melissa Kessler began her career at UBS in 2014 in San Francisco, CA and joined the Cantrell Reinbold Group in Dallas in September 2017. She focuses on client relationship management and financial planning, and supports the team with all administrative issues. She intends to pursue the CERTIFIED FINANCIAL PLANNING designation in the near future. Melissa grew up in Tucson, AZ and graduated from the University of Arizona with a B.S. in finance, and holds the Series 7 and 66 licenses. Melissa enjoys traveling, working out, cooking, and spending time with friends and family.  


Registered States:
AZ, CA, CO, MI, MO, NM, NV, OH, OK, TX