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.
Certified Employee Benefit Specialist
Accredited Investment Fiduciary®
FINRA Series 7
FINRA Series 66
Arkansas Life and Health Insurance
University of Arkansas, Bachelor of Science in Business Administration in Finance Management
Leadership Fort Smith Program, Class of 2008
Northwest Arkansas Business Journal, 40 Under Forty Award (2013)