Our Team

Our Team

Carolyn Philpot, CFP®, CLU®, CASL®

Financial Advisor

Carolyn is a member and financial advisor at Beall Barclay Wealth Management. She offers over 25 years of experience in advising individuals and business in comprehensive financial planning. Carolyn specializes in estate planning and business succession. Maximizing the income of retirees and assisting her clients in navigating the complex roadmap of retirement issues is a main focus for Carolyn. Her goal is to provide them with the ability to 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 and her husband, Randy, live in Fort Smith and have one son, Shawn, who resides in Tennessee. Randy is a former member of Beall Barclay Wealth Management and Beall Barclay, PLC, the accounting entity. They have two dogs, a Labrador and a Goldendoodle. She enjoys kayaking, swimming, hiking, golfing and traveling. She’s visited all 50 states and over 30 foreign countries!

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

Michael Eldredge, CPA

Financial Advisor

 Mike is a member and financial advisor at Beall Barclay Wealth Management. He specializes in retirement planning for businesses, executive compensation planning, conceptual financial planning with an emphasis on estate planning, risk management, and company buy-sell agreements. Mike also provides clients with life insurance analysis and design, and offers long-term care and disability protection planning.

A long-time resident of Rogers, Mike and his wife, Melanie, still reside there. They have two grown children, Chris and Laura, and three grandchildren.

Designation
Certified Public Accountant

Licenses
FINRA Series 7
FINRA Series 63
FINRA Series 65

Education
University of Arkansas, Bachelor of Science in Accounting

Geoffrey Rosen, CEBS, AIF®

Financial Advisor

Geoff is a financial advisor and joined the firm in 2011.  Since graduating with a Bachelor of Science in Finance from Trinity University in 2008, Geoff has worked in the financial services industry.  Operating primarily out of the Rogers location, Geoff strives to always be open and honest with people , and to treat people the way he would expect to be treated.  He enjoys working with the clients and has a passion for helping them reach their long term financial goals.

 

Geoff lives in Rogers with his wife Joanna and their two dogs.  An avid Nebraska Cornhuskers and Kansas Jayhawks fan, Geoff does his best to attend a few games a year with his family.  He also enjoys traveling with his most memorable trips involving a swim in the Amazon River and a trip to the Inca ruins at Machu Picchu and Saksaywaman in Peru.

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

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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