J. Barton Edmunds, CPA, CFP®
CERTIFIED FINANCIAL PLANNER™ professional
Bart Edmunds, CPA, CFP® 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 '90s. Since that time, he has developed a thriving planning 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.
In addition to holding his CPA and CFP® designations, Bart provides training and mentorship to other firms and financial services professionals throughout the Mid-Atlantic region. 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 Edmunds is proud to have been recognized as a President's Club advisor for 2020—a distinction based on annual production attained by 12 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes President's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President's Club 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.
John R. Bradberry, CFP®
CERTIFIED FINANCIAL PLANNER™ professional
John R. Bradberry, CFP® 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 BS 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 resides in Roanoke with his wife, Courtney, and daughter Abigail. He enjoys movies, golf, and coaching several of his daughter’s sports teams.
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 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.
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, daughter Margot, and their two dogs.
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 a grandmother to Asher and Canaan.