Your Sage, Knowledgeable Guides

Our team of trained, credentialed financial professionals acts as fiduciaries when managing your assets, so you can feel secure that we will effectively address all your concerns along your financial journey.

Meet Our Team

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J. Barton Edmunds, CPA, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

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John R. Bradberry, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

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Rachel McCray, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

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Tilly Koll

Director of Operations and Marketing

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Stephanie Fralin

Client Relationship Coordinator

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J. Barton Edmunds, CPA, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

Bart is the founding partner of SageCreek with 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 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.

Bart is proud to have been recognized as a Leaders Level advisor for 2021—a distinction based on annual production that places him among the top 6 percent of advisors affiliated with Commonwealth Financial Network®.

Each year, Commonwealth, the firm we partner with to help us better serve you, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

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John R. Bradberry, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

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.

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Rachel McCray, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

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Rachel is an established CERTIFIED FINANCIAL PLANNER™ practitioner in the Roanoke, Virginia, area. Rachel earned her BBA in finance at James Madison University. She holds several securities registrations as part of our SageCreek team. Outside of work, Rachel is the assistant women’s basketball coach at Hollins University in Roanoke. Rachel lives in Lynchburg, Virginia, with her husband Tai, and their daughter, Oaklynn.

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Tilly Koll

Director of Operations and Marketing

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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 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, daughter, Margot, and their two dogs.

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Stephanie Fralin

Client Relationship Coordinator

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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.