Our Team

J. Barton Edmunds, CPA*, CFP®

Certified Financial Planner, professional

J. Barton Edmunds, CPA*, CFP® is a well-known certified financial planner 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 classics of financial literature such as Benjamin Graham’s The Intelligent Investor at an early age. In high school, he’d spend hours at the library pouring 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 degree 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® designations, 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.

*Authorized for accountancy services in the following states: VA. Not practicing on behalf of MML Investors Services, LLC, or its affiliated companies.

John R. Bradberry, CFP®

Certified Financial Planner, professional

John R. Bradberry, CFP® is an established certified financial planner in the Roanoke, Virginia area. John regularly gives 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 degree 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 McKeague

Paraplanner

Rachel McKeague 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 High School coaching staff. Rachel lives in Lynchburg, VA with her fiancé, Tai.

Tilly Koll

Director of Operations and Marketing

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 7 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 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 Roanoke. She is a mother of two, and now a grandmother to Asher. She will soon celebrate the birth of her second grandchild, Canaan.

Morgan Edmunds

Personal Assistant

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 team serve you better. Morgan currently lives in Roanoke, VA, and enjoys traveling, art, and is fond of the time she has to spend with her family and friends.