Our Team

Our Team

sagecreek-team
 

 

J. Barton Edmunds, CPA, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

J. Barton Edmunds, CPA, CFP® is a well-known CERTIFIED FINANCIAL PLANNER™ professional in the Roanoke, Virginia, area. The focus of Bart's practice is on helping retirees, and those preparing for retirement, avoid common financial mistakes through the development and implementation of tax reduction, asset preservation, and wealth accumulation strategies.

Bart’s 5th-grade class did a segment on personal finance that focused on budgeting, managing cash flow, and investing. As he watched classmates struggle to balance their checkbooks, he realized that concepts and principles that came easily to some were not so simple for others. His interest in financial organization and the "secrets" of investing led him to the classics of financial literature such as Benjamin Graham’s The Intelligent Investor. In high school, he’d spend hours at the library poring through Value Line investment reports looking for patterns or signals that a stock, or the market in general, may be positioned for an upward move.

His aptitude for numbers and organization ultimately resulted in a BS in accounting from the College of William & Mary. Since that time, he has developed a thriving planning practice based on his nearly two decades of experience in the industry.

In addition to holding his CPA and CFP® certifications, Bart provides training and mentorship to firms and other financial services professionals throughout the Mid-Atlantic region.

Bart is a lifelong resident of Roanoke where he resides with his wife, Cynthia, and three children: Morgan, Aston, and Reagan. In his free time, he enjoys golf, travel, and spending time with his family.

 

John R. Bradberry, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

John R. Bradberry, CFP®, is an established CERTIFIED FINANCIAL PLANNER™ professional in the Roanoke, Virginia, area.  John regularly holds public seminars and workshops throughout Virginia and North Carolina on the topics of social security, life insurance, and retirement planning with an emphasis on asset management and tax efficiency.

He received his BS in finance from Auburn University while owning and operating a very successful business in the Auburn area. Since then, John has developed a thriving financial planning and investment management practice.          

John is a resident of Roanoke where he resides with wife, Courtney, and daughter Abigail. 

Rachel McCray

Paraplanner

Rachel McCray earned her BBA in finance at James Madison University. She holds several securities licenses as part of our SageCreek team. Outside of work, Rachel coaches girls' basketball in Roanoke and is part of the Brookville High School coaching staff. Rachel lives in Lynchburg, Virginia, with her husband, Tai.

Tilly Koll

Director of Operations and Marketing

Tilly Koll returned to her hometown of Roanoke once she received her BA in communication from George Mason University in 2009. She has more than 10 years of experience in the financial services industry. Tilly puts her skills to use as SageCreek continues to grow. She lives in Roanoke with her husband, Jacob, and their two dogs, Arya and Dixie.

Stephanie Fralin

Client Relationship Coordinator

Stephanie Fralin worked for more than 30 years with a large national bank. She brought her expertise to our team in the fall of 2015, where she is able to use her experience in working closely with clients. Stephanie was born and raised in Roanoke. She is a mother of two and now a grandmother to Asher and Canaan.