Our Team

Our Team

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Carolyn Philpot, CFP®, CLU®, CASL®

Financial Advisor

Carolyn Philpot is a financial advisor and a founding member of Beall Barclay Wealth Management, LLC.  Her career in advising individuals and businesses in comprehensive financial planning spans almost three decades. Carolyn specializes in estate planning and business succession. Maximizing the income of retirees and assisting clients navigate the complex roadmap of retirement issues is her main focus. Her goal is to help clients retire with dignity by making sure the money they’ve accrued throughout years of hard work sets them up for a comfortable retirement. Carolyn understands that clients encounter numerous sources of information and have persistent worries, but she helps ease the concern of uncertainties with clear direction and strategies.

Carolyn graduated from the University of the Ozarks with a Bachelor of Science in Accounting, receiving magna cum laude honors. She holds the designations of CFP®, CLU®, and CASL and has passed the FINRA Series 7 and Series 63 exams. She currently serves on the FSI Advisory Council.

Carolyn has written many articles about women for a local online publication to encourage mentoring and networking among women in her area and has served as a contributing feature writer regarding financial planning topics.

Over the years, Carolyn has been very active in the local community, serving on various boards and volunteering her time. Carolyn has also participated in several mission trips to third world countries and spent many years in local and state jail and prison ministry.

Designations
Certified Financial Planner™
Chartered Life Underwriter®
Chartered Advisor for Senior Living®

Licenses
FINRA Series 7
FINRA Series 63

Education
University of the Ozarks, Bachelor of Science in Accounting, Magna Cum Laude

Dale Brunk, CEBS, AIF®

Financial Advisor

Dale is a member and financial advisor at Beall Barclay Wealth Management. His goal is to help clients achieve their long-term financial goals and his real passion is working with business owners. As a business owner himself, he sees the need to support his community by helping the businesses design and implement comprehensive retirement and employee benefit plans. He is passionate about helping others, investments and partnering with business owners to build success stories.

Dale and his wife, Kim, have one son, Roger Dale Brunk, III (nicknamed Trey). Dale enjoys business, real estate, sports, and spending time with his family. He is a survivor of the September 11, 2001 World Trade Center attack. He considers himself blessed and thankful for each day. He has shared his story through over 200 speaking engagements, articles and interviews.

Designation
Certified Employee Benefit Specialist

Accredited Investment Fiduciary®

Licenses
FINRA Series 7
FINRA Series 66
Arkansas Life and Health Insurance

Education
University of Arkansas, Bachelor of Science in Business Administration in Finance Management

Achievement
Leadership Fort Smith Program, Class of 2008
Northwest Arkansas Business Journal, 40 Under Forty Award (2013)

Travis Teague, CFP®, AIF®

Financial Advisor

Travis is a member and financial advisor at Beall Barclay Wealth Management. Travis has personal inspiration for wanting to help others create stable financial futures, even in times of uncertainty. His father was diagnosed with brain cancer at the age of 38 and with no financial advisor, the family was unprepared financially. These situations happen and planning for what may come, even when it’s difficult, can save you stress and burden later down the road. Travis is dedicated to helping families create plans that will get them through the good times and bad ever since he began his career in financial consulting in 1998. He has also completed the Leadership Fort Smith Program.

Travis and his wife, Tara, have two children, Taylor and Noah, and live in Van Buren. His hobbies include hunting, spending time with his family and playing men’s league softball.

Designation
Certified Financial Planner™

Accredited Investment Fiduciary®

Licenses
FINRA Series 7
FINRA Series 63
FINRA Series 66

Education
University of Arkansas, Bachelor of Business Administration in Finance
University of Arkansas – Fort Smith, Bachelor of Science in Accounting

Achievement
Leadership Fort Smith Program, Class of 2011

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Geoffrey Rosen, CEBS, AIF®

Financial Advisor

My name is Geoff Rosen, and I am proud to be part of the Beall Barclay Wealth Management team. When it comes to my profession, I feel a fundamental obligation to treat every client, whether they have one dollar or millions of dollars with us, with the respect & prudence that I would demand should our roles be reversed. In my opinion, the American dream is and has always been financial peace of mind. Simply put, that is the ability to provide for the wants and needs of our families both now and for generations to come. Financial independence is a process. For the majority of people, it involves deliberate and disciplined long term planning and action. My job is to help clients achieve these long term financial goals and this is a responsibility that I take very seriously. I greatly appreciate the trust that clients place in myself and our firm. It is an honor and pleasure to work with and for you.

 

My wife Joanna, a produce buyer whom I am immensely proud of, and I have lived in Rogers with our two dogs since 2011. A Kansas City native and graduate of Trinity University in San Antonio, I love living in Northwest Arkansas. I am a sports junkie and an avid fan of the University of Nebraska, the Kansas Jayhawks, Tottenham Hotspur, and all major Kansas City sports teams. Whether climbing historic towers in Siena, walking the Inca Ruins at Macchu Picchu, or snorkeling in the vibrant blue waters off of Roatan, I feel very blessed to have had the opportunity to travel across the world. Having said that, my wife and I find ourselves always making time to vacation each summer at the family lake cabin in rural Wisconsin. While my oldest niece may consider them boring, I have a soft spot for the classic films. My favorites include Cary Grant, John Wayne, Alfred Hitchcock and James Bond movies. From time to time, I have been known to partake in a game or two of FIFA soccer or the more old-school APBA dice baseball card game that I grew up playing with my father. While definitely a finance geek, I genuinely enjoy socializing with friends and family and learning about others interests and passions.

Designation
Certified Employee Benefits Specialist
Accredited Investment Fiduciary

Licenses
FINRA Series 7
FINRA Series 66
Arkansas Life and Health Insurance

Education
Trinity University, Bachelor of Science in Finance, minor in History

Debbie Newman

Relationship Specialist

Debbie has been a relationship specialist at Beall Barclay Wealth Management since 2010, working in an operations and customer service capacity. She has over 30 years of experience in the River Valley area and a long career in financial services, previously holding positions in banking and also with a national brokerage firm. Debbie’s contagious energy, patient spirit and upbeat attitude are a perfect fit for Beall Barclay Wealth Management clients. She knows that superior customer services is the key to lasting relationships and enjoys helping solve problems for clients.

Debbie spends much of her time outside of work outdoors, whether it be gardening, hiking or observing nature. She also has a knack for art, including painting. Debbie has one son and a granddaughter who live in Nebraska.

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