Experience

Building and implementing investment‑driven planning strategies to address complex financial needs with the consistency and transparency that builds client trust.

Shawn Cantrell brings 25 years of industry experience to his role as a Private Wealth Advisor with The Cantrell Reinbold Group. Throughout his career, Shawn has followed a client‑centric approach that blends advanced planning strategies with deep investment expertise. He leverages the full breadth of UBS resources, including its network of tax, legal, and portfolio specialists, to bring creative opportunities and solutions to the families he works with.

He is known within the team for conveying sophisticated strategies in a clear and effective manner, and he considers it a privilege to thoughtfully steward the transition of capital to future generations.

Shawn has been recognized by Texas Monthly as a Five Star Wealth Manager. His experience includes trust and estate planning, philanthropic planning, and helping clients navigate the complexities associated with the sale of privately held businesses. 

Shawn and his wife, Jamie, live in Dallas, Texas and have three children. He serves on the boards of National Food and Beverage and Dallas National Golf Club and is actively involved with the HHT Foundation. Outside the office, Shawn is most often found on the golf course or watching one of his sons play basketball.

Leading with client needs, fostering thoughtful dialogue, and fully integrating every dimension of life to achieve meaningful, lasting outcomes.

Michael strives to become his clients’ first call for advice. That means putting their needs first and focusing on connection and collaboration to deliver a plan that is truly personal. He is masterful at aligning UBS resources, including asset management, trust and estate planning, family office formation and governance, philanthropy, and, above all, a client’s vision to create a solution that is individualized.

Michael's background working with Ultra-High Net Worth Individuals and Domestic and Multi-Jurisdictional Family Offices gives him a unique perspective and the ability to marshal the extensive global resources available via UBS for the benefit of his clients generational needs. He has 16 years of experience as a Private Wealth Advisor for The Cantrell Reinbold Group, and always does what is necessary to understand and solve complex financial challenges as well as identify unique opportunities for clients.

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 3 children – Matthew, Henry, and Jane. He enjoys traveling, spending time with family and friends, and giving back to his community.

Leveraging a deep understanding of portfolio construction and risk management, shaped by decades of experience and continuous study of investment research.

Nat Mosley is a Senior Portfolio Manager and Financial Advisor with almost 50 years of impressive industry experience managing investment portfolios, evaluating research, and engaging clients in thoughtful, informed conversations about markets and their long‑term strategy. 

Nat has a disciplined and research-driven approach, and is known for his ability to translate complex market dynamics into practical guidance that helps clients make confident, well‑reasoned decisions. He places a strong emphasis on education and believes that informed dialogue is essential to building trust and achieving successful long‑term outcomes.

Nat resides in Dallas with his wife, Lynn, and together they have 5 children and 8 grandchildren. Outside of UBS, Nat enjoys playing pickleball, cooking, wing shooting, and fishing. He is heavily involved in The Men of Nehemiah organization and their mission for over 13 years, and also serves on three other advisory boards for The Root Cause, Forefront Living, Parent Compass.

Helping families achieve financial clarity, define the purpose of their wealth, and build a plan that aligns financial, lifestyle, and legacy goals.

Melissa K Neidinger is a Wealth Strategy Associate with over 12 years of experience in Wealth Management at UBS, and a deep commitment to helping families build clarity, confidence, and long‑term financial well‑being. As a Certified Financial Planner™ with the Cantrell Reinbold Group, Melissa supports clients through all phases of life by guiding them through a disciplined and personalized financial planning process. 

Melissa is passionate about improving financial literacy in others and believes that informed clients are better equipped to make thoughtful decisions about their wealth and their legacy. She is an integral part of the team’s wealth strategy development and grateful to draw on the team’s collective experience to educate clients and deliver thoughtful, well‑coordinated solutions.

Originally from Tucson, Arizona, Melissa earned a B.S. in Finance from the University of Arizona. She now lives in Dallas with her husband, Jim, and they welcomed their first daughter in 2024. Melissa enjoys traveling, cooking, gardening, and spending time with family and friends.

Delivering an exceptional client experience that ensures every client feels supported, valued, and confident in the team behind them.

Brandi Moulder‑Shearin is a Registered Team Associate with The Cantrell Reinbold Group and has been with UBS for four years. She plays a vital role in building strong client relationships and delivering a seamless, high‑quality service experience for the families that the team serves. Brandi manages all aspects of client service, including account onboarding, operational support, and ongoing account maintenance, ensuring day‑to‑day needs are handled with precision, care, and responsiveness.

With a background as a dental hygienist, Brandi has always thrived in service‑oriented environments and brings that same attention to detail and empathy to her work in wealth management. She is especially skilled at guiding clients through complex processes, helping simplify what can often feel overwhelming. 

Brandi lives in Dallas with her husband, Justin, and their two sons. She's an avid chef and her weekends are spent outside at baseball and football games for her kids.