Broker Check

Our Team

J. Barton Edmunds, CPA, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢ professional

(540)725-4811

[email protected]

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...

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John R. Bradberry, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢ professional

(540)725-4807

[email protected]

John R. Bradberry, CFP® is an established CERTIFIED FINANCIAL PLANNER™ professional in the Roanoke, Virginia area. John regularly gives public seminars and workshops throughout Virginia and North Carolina on the topics of...

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Rachel McCray

Paraplanner

(540)725-4804

[email protected]

Rachel McCray earned her B.B.A. 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...

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Tilly Koll

Director of Operations and Marketing

(540)767-4828

[email protected]

Tilly Koll returned to her home town of Roanoke once she received her B.A. in Communication from George Mason University in 2009. She has over 8 years of experience in the financial services industry. Tilly puts her skills to use as...

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Stephanie Fralin

Client Relationship Coordinator

(540)767-4834

[email protected]

Stephanie Fralin worked for over 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...

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Morgan Edmunds

Personal Assistant

(540)767-4838

[email protected]

Morgan Edmunds has been a part of the SageCreek team since the Fall of 2015. She earned her degree from Florida State University. With a major in Sociology and a minor in Hospitality Management, she brings unique skills to help our...

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