Our Local Team

William C. Babb, III, CFP® - Over the past 25 years, Bill's clients have asked him to solve virtually every financial challenge imaginable. The list includes business succession strategies, a desire to leave charitable or family legacies while retaining income or control of assets, helping executives of publicly traded companies navigate option-related and deferred income exit strategies and finding peaceful solutions among heirs. Bill serves as a "quarterback" to collaborate with our clients' families, business partners, CPAs and attorneys to bring recommended strategies to resolution.

Brian D. Reynolds, CFP®, came to our practice uniquely prepared to add value to our mission. Brian spent the first years of his Sagemark career as Regional Director of Financial Planning, where he worked with planners throughout our system to solve their clients' most complicated financial issues. With 500 financial plans under his belt, he brings our clients' experience they're unlikely to find elsewhere. He also served as a Director of Investments, building considerable expertise in investment portfolio analysis.

Debbie Dyar epitomizes the "spirit" of our team. She loves working with our clients - responding to your inquiries the day she gets them, getting your checks to you when you're expecting them, and pushing applications through the system. As our Client Service and Insurance Processing Specialist, Debbie's enthusiastic voice is frequently the first you'll hear when you call us. Debbie is also a licensed life insurance agent who is well equipped to handle your insurance-related issues.