Our Team

PARTNER

CERTIFIED FINANCIAL PLANNER® Practitioner

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Bart has two decades of experience in the financial services industry. After receiving his bachelor's degree in accounting from the College of William & Mary, Bart worked in public accounting with the global company, KPMG, before owning/operating – and eventually selling – his family business in the late 1990s. Since that time, he has developed a thriving practice helping hundreds of families achieve better financial outcomes through planning and investing. His areas of expertise include investment portfolio design and management, risk management, retirement planning, and comprehensive financial planning.

Attention to detail, good listening skills, and great empathy are what we believe all part of Bart’s appreciation by his clients. He is supported by a team of administrative specialists whose teamwork and professionalism help him build long-term client relationships. Bart is a proud father to Morgan, Aston, and Reagan; and a lifelong resident of Roanoke where he resides with his wife, Cynthia. In his free time, he enjoys golf, travel, and spending time with his family.

As a result of his continued success, Commonwealth has allowed Bart to benefit from an intensive learning and networking experience designed to help him hone his expertise and provide ever-higher levels of service, education, and leadership to his clients.

PARTNER

CERTIFIED FINANCIAL PLANNER® Practitioner

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John is an established CERTIFIED FINANCIAL PLANNER® practitioner in the Roanoke, Virginia, area. The focus of John’s practice is helping clients achieve better financial outcomes during their working years and into their retirement years. John accomplishes this through comprehensive financial planning, with an emphasis on investment management and tax efficiency.

John attended Auburn University where he earned his bachelor’s degree in finance. During his time in Auburn, John purchased and managed a highly successful retail/internet business. John later returned to Roanoke where he used his experience and business ownership background to develop a thriving financial planning and investment management practice. John lives in Roanoke with his wife, Courtney, and daughter, Abigail. He enjoys movies, golf, and coaching several of his daughter’s sports teams.

CERTIFIED FINANCIAL PLANNER® Practitioner

Rachel is an established CERTIFIED FINANCIAL PLANNER® practitioner with over 10 years of experience in the financial services industry. Based in the Roanoke, Virginia area, she earned her BBA in finance from James Madison University and holds several securities registrations as part of the SageCreek team. Rachel’s areas of expertise include retirement planning, education savings planning, and comprehensive financial planning.

She lives in Lynchburg, Virginia with her husband, Tai, and their two children, Jaxen and Oaklynn. In her free time, Rachel enjoys working out, reading, wine tasting, and spending time with her family.

Research Analyst

CERTIFIED FINANCIAL PLANNER® Practitioner

Aston is an established Chartered Financial Analyst (CFA) as well as a CERTIFIED FINANCIAL PLANNER®.  Aston comes back home to us from Austin, Texas where he worked for an international financial services firm as a Portfolio Manager and Investment consultant to many of the top financial advisors in the country. While in Austin, he also opened, ran, and sold a national fitness franchise location. Aston brings his expertise in Investment Management and an understanding of the demands of small business ownership to further deepen SageCreek’s commitment helping clients reach their financial and retirement goals.

Client Relationship Coordinator

Stephanie 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 a grandmother to Asher and Canaan.

Director of Operations and Marketing

Tilly returned to her hometown of Roanoke once she received her bachelor’s degree in communication from George Mason University in 2009. She has more than 16 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 daughter, Margot, and her two dogs.

ParaPlanner

Stephen is a native of Virginia who received his bachelor’s degree from Liberty University. He spent eight years in the pharmaceutical industry before transitioning to an international financial services firm in Austin, Texas. Stephen returned to Virginia to be closer to family and join the SageCreek team, to which he brings his expertise and fresh perspective. He currently lives in Roanoke with his wife, Morgan, and their daughter, Laken. In his free time, Stephen enjoys golfing, traveling, and being out on the water.

Operations Manager

Jennifer has an excellent track record of assisting the staff through changes and implementing improvements to our business. She is a proud mom who enjoys traveling with her daughter to gymnastics meets and sitting at the diamond watching her son play baseball. When she gets time to herself, Jennifer loves wine, photography, kayaking, and traveling.

Administrative Assistant

With over nine years of experience in the administrative field, Haley brings a strong foundation of organizational skills to our team. She holds two bachelor’s degrees—one in Communications from Laurel Ridge Community College and another in Business Administration from Germanna Community College. Outside the office, she is a proud beagle mom who enjoys painting, volunteering at local animal shelters, and browsing her favorite bookstores.