Masters, Teague named members at Beall Barclay companies
by February 9, 2015 1:44 pm 168 views
Josh Masters has been named a member of Beall Barclay & Company, and Travis Teague has been named a member of Beall Barclay Wealth Management.
Masters, a CPA, joined Beall Barclay in 1999, after graduating from Arkansas Tech University with a bachelor’s degree in accounting. In addition to public accounting, Masters performs audit, tax and consulting services with a focus on contractors, leasing companies, wholesalers, retailers & manufacturers. He also assists clients in the healthcare, nonprofit, real estate and low income housing industries.
Masters is a member of the American Institute of Certified Public Accountants, (AICPA) and the Western Arkansas Chapter of Arkansas Society of Certified Public Accounts (ASPCA). He is also a member of the Russellville Chamber of Commerce and is a delegate to the Leadership Russellville program. Masters serves on the Advisory Board for Arkansas Tech University College of Business and is the treasurer of the Dover Public Education Foundation.
Masters and his wife Kara live in Dover with their two children.
Teague, a certified financial planner, joined Beall Barclay Wealth Management in 2004. As a financial advisor, he is involved in the analysis and implementation of client portfolios and financial plan design, and also functions as the daily operations manager.
He has worked in the financial services industry for more than 16 years and is licensed with the Financial Industry Regulatory Authority (FINRA) and all applicable state agencies for conducting securities, insurance and investment services.
Teague graduated from the University of Central Arkansas in 1997 with bachelor’s degree in business finance and in 2004 completed his bachelor’s degree in accounting at the University of Arkansas at Fort Smith.
He holds designations and licenses as a Certified Financial Planner Practitioner (CFP®), Securities Licenses, Series 7, 24 and 66 as well as Life and Health Insurance licenses. He is a graduate of Leadership Fort Smith, Class of 2011 and is a member of the Financial Planning Association (FPA).
Teague lives in Van Buren with his wife Tara and their two children.