Your future. Your legacy.

How can we help bring your vision to life?

The Cantrell Reinbold Group has more than 30 years of experience in the financial services industry. We run a boutique operation, only working with a few dozen ultra-high net worth families with a specific focus on the distinctive needs of entrepreneurs and business owners. Because we serve a select clientele and maintain a high client to team member ratio, we provide personalized, high-touch service. Our goal is to simplify your financial life with a clear and consistent approach to managing your wealth so that we can be helpful in every aspect of your life. We bring together the boutique services of a dedicated team with the global resources of one of the world's largest wealth management firms.

Together, we will create a comprehensive plan that includes your personal and professional wealth management needs, business transition goals, and/or pre- and post-liquidity investment strategies. Backed by the extensive resources of UBS, we offer comprehensive wealth management focused entirely on you, your family, and your business. Our approach to investment management and our detailed processes in wealth protection, enhancement, and transfer will help you explore opportunities to grow and preserve what you have built. We are dedicated to helping you prepare for the next phase of your life so that you can leave purposeful legacy.

Start the conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Shawn A Cantrell

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- HI
- ID
- MI
- MO
- NM
- OK
- PR
- TN
- TX
- WY
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.
- Private Wealth Advisor
100 Crescent Court
Dallas, TX 75201
Michael T Reinbold

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- FL
- HI
- ID
- IL
- MI
- MO
- NM
- OK
- TN
- TX
- WY
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 from across the firm to provide thought leadership and execution around portfolio construction and management, structured solutions, alternative investments, banking, and lending (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.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Private Wealth Advisor
100 Crescent Court
Dallas, TX 75201
Melissa (Kessler) Neidinger, CFP

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- MI
- MO
- NM
- NV
- OH
- OK
- TX
Melissa has been supporting clients at UBS with their wealth management needs for 8 years. As a Certified Financial Planner for The Cantrell Reinbold Group, she assists families in all phases of life to better prepare for the future by engaging them in her personalized and disciplined financial planning process. Melissa helps clients to get financially organized and to identify what they'd like their wealth to achieve, then provides them with a roadmap and long-term financial plan to help them get there. As life evolves and needs change, Melissa collaborates with our clients to adjust their strategies so that they can enter their next phase with confidence, no matter the environment.

Melissa is from Tucson, AZ and graduated from the University of Arizona with a B.S. in finance, is a CFP® and holds the Series 7 and 66 licenses. Melissa and her husband, Jim, live in Dallas. She enjoys traveling, working out, cooking, and spending time with friends and family.
Edit Biography
100 Crescent Court
Dallas, TX 75201

Titus Song

Executive Director

Alternative Investments Consultant

View bio

Titus Song is an Executive Director of Alternative Investments covering various markets in the Central and West Divisions for UBS Financial Services. His role is to oversee distribution of alternative investments (hedge funds, private equity and private real estate) by helping financial advisors and clients understand how these offerings function and their effect on investment portfolios.

Professional History
Titus joined UBS in 2007 working with the Structured Solutions group. In late 2008, Titus moved to the Alternative Investments group where he has covered a wide swath of the country helping clients and financial advisors understand alternative investments and how they can enhance portfolio efficiency and help clients reach their financial goals.

In his 32-year career in financial services, Titus has worked at various large financial services firms and banks where he held roles in small and large cap equity trading, as well as in product management. Titus also served as the head of investments and product management at a large regional registered investment advisor prior to joining UBS.

Education
Titus earned a B.A. in Political Science with a concentration in Political Economy at Carleton College in Northfield MN. He also received an M.B.A. from the Carlson School of Business at the University of Minnesota.

Licenses and Certifications
Titus holds Series 7, 31 and 66 licenses.
Loren Andreo

Executive Director

Global Family Office Relationship Manager

View bio

Andy is a GFO Advisor for the UBS Global Family Office (GFO) Group in the Americas. He focuses on creating customized coverage models and providing tailored solutions from across the firm to sophisticated Family Office clients.

Andy recently joined the GFO team after 13 years at Goldman Sachs where he was most recently a senior member of the MAPS (multi asset sales) team in the Securities Division. Andy led the team's Family Office effort and also covered a number of other institutional investors across the capital structure. In addition, Andy also lead the team's effort to more holistically connect families and other institutional investors across the firm for late stage privates, private fund placements, and financing activities. Prior to joining the MAPS team, Andy was a Vice President on the Global Sales desk where he covered Hedge Funds, Mutual Funds, and Pension Funds across global equity markets.

Andy began his career at GS as an international equities sales person on the bank's Global Institutional desk.

Andy attended Union College where he earned a BA in Economics and an MBA. Andy lives in New Jersey with his wife and two children.
Debra Phares, CAP®

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

View bio

Professional History
As part of the UBS Family Advisory and Philanthropy Services team, Debra serves as a thought partner to advisors and their client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Prior to joining UBS Financial Services, Debra was with Bank of America Private Bank where she spent eight years as a Senior Vice President and Philanthropic Director managing philanthropy services for the South Central region of the U.S. Debra worked with high net worth and ultra-high net worth individuals and families, private foundations, and nonprofit organizations delivering best practices in charitable giving and philanthropy. Including directing grantmaking for private foundations and charitable trusts for which the Bank serves as Trustee or co-Trustee. Before Bank of America, Debra held various leadership roles in nonprofit management, beginning her career working in the museum industry; joining the Dallas Museum of Art in 1994. Following her career in the arts, Debra worked for the Communities Foundation of Texas and Parish Episcopal School.

Community Involvement
Debra currently serves as a Vice President of the Board of the Aaron Family Jewish Community Center. She is also a member of the Development Committee of The Senior Source of Dallas, whose mission is to enhance the quality of life and empower all older adults in Dallas to thrive.

Education
Debra is a graduate of The University of Texas at Austin with a Bachelors of Arts in Art History, and she holds the Chartered Advisor in Philanthropy^® designation from the American College of Financial Services. Debra lives in Dallas, Texas with her two teenage sons and her mini dachshund.
Jennifer Lan

Executive Director

Senior Wealth Strategist

View bio

Jennifer works with ultra-high net worth clients of UBS and their advisors on issues involving estate and tax planning, business succession, wealth transfer and philanthropic objectives. Jennifer focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. She also reviews clients’ estate planning documents to help ensure that the plan accurately reflects the family’s philosophy, needs and objectives.

Prior to joining UBS, Jennifer practiced law at Kroney Morse Lan, PLLC, Lan Smith Sosolik, PLLC, and Haynes and Boone, LLP. Her practice ranged from estate and trust planning, charitable planning, probate, asset protection, general business transactions, and tax controversy matters.

Jennifer received a B.S. from Duke University and her J.D. from Southern Methodist University Dedman School of Law, where she was the Managing Editor of the Law and Business Review of the Americas for the SMU International Law Review Association.

Jennifer is admitted to practice law in the State of Texas and before the U.S. Tax Court.
Leora Zach

Executive Director

Client Solutions Specialist, Family Office Solutions

View bio

Professional History
Leora is an Executive Director and Client Solutions Specialist in the Family Office Solutions team within Private Wealth Management. The Family Office Solutions (FOS) team holistically services $100m+ clients and family offices in partnership with Private Wealth Advisors. In her role, Leora is dedicated to providing clients with superior client service by leading complex, multi-product transactions and helping design custom offerings based on client needs.

Prior to FOS, Leora was an Executive Director in the Direct Investments Group. She raised private capital for direct private equity and real estate investments across a range of industries, stages, structures and geographies. She covered 1,500+ family office and institutional wealth management relationships nationally. Before that, Leora was a part of the OneBank team and assisted UBS clients on a range of investment banking transactions including mergers and acquisitions, equity capital raising and debt capital raising. She also ran UBS' Middle Market Investment Banking Network, a partnership with 30 firms across the country to assist business owner clients in need of pre-sale planning and investment banking services.

Leora joined UBS in 2009 as an Investment Banker in the Power & Utilities Group, advising companies on strategic M&A and capital raising transactions, both domestically and cross-border.

Education
Leora is a CFA Charterholder and is on the Young Leaders committee at the CFA Society of NY. She is also a Certified Exit Planning Advisor (CEPA). Leora holds a Bachelor of Science degree in Finance from the University of Connecticut Honors School. She holds her Series 7 and Series 63 licenses.

Leora is married, with four sons, and resides in Holmdel, New Jersey.

Shawn A Cantrell

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- HI
- ID
- MI
- MO
- NM
- OK
- PR
- TN
- TX
- WY
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.
- Private Wealth Advisor
100 Crescent Court
Dallas, TX 75201
Michael T Reinbold

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- FL
- HI
- ID
- IL
- MI
- MO
- NM
- OK
- TN
- TX
- WY
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 from across the firm to provide thought leadership and execution around portfolio construction and management, structured solutions, alternative investments, banking, and lending (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.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Private Wealth Advisor
100 Crescent Court
Dallas, TX 75201
Melissa (Kessler) Neidinger, CFP

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- MI
- MO
- NM
- NV
- OH
- OK
- TX
Melissa has been supporting clients at UBS with their wealth management needs for 8 years. As a Certified Financial Planner for The Cantrell Reinbold Group, she assists families in all phases of life to better prepare for the future by engaging them in her personalized and disciplined financial planning process. Melissa helps clients to get financially organized and to identify what they'd like their wealth to achieve, then provides them with a roadmap and long-term financial plan to help them get there. As life evolves and needs change, Melissa collaborates with our clients to adjust their strategies so that they can enter their next phase with confidence, no matter the environment.

Melissa is from Tucson, AZ and graduated from the University of Arizona with a B.S. in finance, is a CFP® and holds the Series 7 and 66 licenses. Melissa and her husband, Jim, live in Dallas. She enjoys traveling, working out, cooking, and spending time with friends and family.
Edit Biography
100 Crescent Court
Dallas, TX 75201

Titus Song

Executive Director

Alternative Investments Consultant

View bio

Titus Song is an Executive Director of Alternative Investments covering various markets in the Central and West Divisions for UBS Financial Services. His role is to oversee distribution of alternative investments (hedge funds, private equity and private real estate) by helping financial advisors and clients understand how these offerings function and their effect on investment portfolios.

Professional History
Titus joined UBS in 2007 working with the Structured Solutions group. In late 2008, Titus moved to the Alternative Investments group where he has covered a wide swath of the country helping clients and financial advisors understand alternative investments and how they can enhance portfolio efficiency and help clients reach their financial goals.

In his 32-year career in financial services, Titus has worked at various large financial services firms and banks where he held roles in small and large cap equity trading, as well as in product management. Titus also served as the head of investments and product management at a large regional registered investment advisor prior to joining UBS.

Education
Titus earned a B.A. in Political Science with a concentration in Political Economy at Carleton College in Northfield MN. He also received an M.B.A. from the Carlson School of Business at the University of Minnesota.

Licenses and Certifications
Titus holds Series 7, 31 and 66 licenses.
Loren Andreo

Executive Director

Global Family Office Relationship Manager

View bio

Andy is a GFO Advisor for the UBS Global Family Office (GFO) Group in the Americas. He focuses on creating customized coverage models and providing tailored solutions from across the firm to sophisticated Family Office clients.

Andy recently joined the GFO team after 13 years at Goldman Sachs where he was most recently a senior member of the MAPS (multi asset sales) team in the Securities Division. Andy led the team's Family Office effort and also covered a number of other institutional investors across the capital structure. In addition, Andy also lead the team's effort to more holistically connect families and other institutional investors across the firm for late stage privates, private fund placements, and financing activities. Prior to joining the MAPS team, Andy was a Vice President on the Global Sales desk where he covered Hedge Funds, Mutual Funds, and Pension Funds across global equity markets.

Andy began his career at GS as an international equities sales person on the bank's Global Institutional desk.

Andy attended Union College where he earned a BA in Economics and an MBA. Andy lives in New Jersey with his wife and two children.
Debra Phares, CAP®

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

View bio

Professional History
As part of the UBS Family Advisory and Philanthropy Services team, Debra serves as a thought partner to advisors and their client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Prior to joining UBS Financial Services, Debra was with Bank of America Private Bank where she spent eight years as a Senior Vice President and Philanthropic Director managing philanthropy services for the South Central region of the U.S. Debra worked with high net worth and ultra-high net worth individuals and families, private foundations, and nonprofit organizations delivering best practices in charitable giving and philanthropy. Including directing grantmaking for private foundations and charitable trusts for which the Bank serves as Trustee or co-Trustee. Before Bank of America, Debra held various leadership roles in nonprofit management, beginning her career working in the museum industry; joining the Dallas Museum of Art in 1994. Following her career in the arts, Debra worked for the Communities Foundation of Texas and Parish Episcopal School.

Community Involvement
Debra currently serves as a Vice President of the Board of the Aaron Family Jewish Community Center. She is also a member of the Development Committee of The Senior Source of Dallas, whose mission is to enhance the quality of life and empower all older adults in Dallas to thrive.

Education
Debra is a graduate of The University of Texas at Austin with a Bachelors of Arts in Art History, and she holds the Chartered Advisor in Philanthropy^® designation from the American College of Financial Services. Debra lives in Dallas, Texas with her two teenage sons and her mini dachshund.
Jennifer Lan

Executive Director

Senior Wealth Strategist

View bio

Jennifer works with ultra-high net worth clients of UBS and their advisors on issues involving estate and tax planning, business succession, wealth transfer and philanthropic objectives. Jennifer focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. She also reviews clients’ estate planning documents to help ensure that the plan accurately reflects the family’s philosophy, needs and objectives.

Prior to joining UBS, Jennifer practiced law at Kroney Morse Lan, PLLC, Lan Smith Sosolik, PLLC, and Haynes and Boone, LLP. Her practice ranged from estate and trust planning, charitable planning, probate, asset protection, general business transactions, and tax controversy matters.

Jennifer received a B.S. from Duke University and her J.D. from Southern Methodist University Dedman School of Law, where she was the Managing Editor of the Law and Business Review of the Americas for the SMU International Law Review Association.

Jennifer is admitted to practice law in the State of Texas and before the U.S. Tax Court.
Leora Zach

Executive Director

Client Solutions Specialist, Family Office Solutions

View bio

Professional History
Leora is an Executive Director and Client Solutions Specialist in the Family Office Solutions team within Private Wealth Management. The Family Office Solutions (FOS) team holistically services $100m+ clients and family offices in partnership with Private Wealth Advisors. In her role, Leora is dedicated to providing clients with superior client service by leading complex, multi-product transactions and helping design custom offerings based on client needs.

Prior to FOS, Leora was an Executive Director in the Direct Investments Group. She raised private capital for direct private equity and real estate investments across a range of industries, stages, structures and geographies. She covered 1,500+ family office and institutional wealth management relationships nationally. Before that, Leora was a part of the OneBank team and assisted UBS clients on a range of investment banking transactions including mergers and acquisitions, equity capital raising and debt capital raising. She also ran UBS' Middle Market Investment Banking Network, a partnership with 30 firms across the country to assist business owner clients in need of pre-sale planning and investment banking services.

Leora joined UBS in 2009 as an Investment Banker in the Power & Utilities Group, advising companies on strategic M&A and capital raising transactions, both domestically and cross-border.

Education
Leora is a CFA Charterholder and is on the Young Leaders committee at the CFA Society of NY. She is also a Certified Exit Planning Advisor (CEPA). Leora holds a Bachelor of Science degree in Finance from the University of Connecticut Honors School. She holds her Series 7 and Series 63 licenses.

Leora is married, with four sons, and resides in Holmdel, New Jersey.

Who we work with

With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.

Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.
Corporate executives. Our team brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.
Multigenerational families. Managing wealth spanning many generations requires a careful approach. As your Private Wealth Advisors, we have the experience and strategies to help address these challenges.

Multigenerational families

Advice for business owners

Family offices

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

Your future. Your legacy.

Pursuing your goals together

Shawn A Cantrell

Michael T Reinbold

Melissa (Kessler) Neidinger, CFP

Titus Song

Loren Andreo

Debra Phares, CAP®

Jennifer Lan

Leora Zach

Shawn A Cantrell

Michael T Reinbold

Melissa (Kessler) Neidinger, CFP

Titus Song

Loren Andreo

Debra Phares, CAP®

Jennifer Lan

Leora Zach

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Education

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Who we work with

Multigenerational families

Advice for business owners

Family offices

Backed by the strength of UBS

A global leader in wealth management

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