Joseph Rugger, Cpa, Cfp®
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Joseph Rugger, Cpa, Cfp® Email & Phone Number

Financial Planner and Wealth Manager for Dentists at Tooth & Coin Wealth
Location: Dallas-Fort Worth Metroplex, United States, United States 10 work roles 3 schools
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Current company
Tooth & Coin Wealth
Role
Financial Planner and Wealth Manager for Dentists
Location
Dallas-Fort Worth Metroplex, United States, United States

Who is Joseph Rugger, Cpa, Cfp®? Overview

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Quick answer

Joseph Rugger, Cpa, Cfp® is listed as Financial Planner and Wealth Manager for Dentists at Tooth & Coin Wealth, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a matched LinkedIn profile for Joseph Rugger, Cpa, Cfp®.

Joseph Rugger, Cpa, Cfp® previously worked as Founder and Lead Advisor at Tooth & Coin Wealth and Accounting Director & Profit Consultant at Tooth & Coin. Joseph Rugger, Cpa, Cfp® holds Master'S Of Professional Accounting, Accounting from Indiana University-Purdue University At Indianapolis.

Profile bio

About Joseph Rugger, Cpa, Cfp®

Joseph is a dynamic leader that provides financial insight, a sharp eye for detail, and encouragement to those he encounters. He currently serves as the Lead Planner and CFP Professional© for Tooth and Coin Wealth, a Fee Only Fiduciary that serves the Dental Community. Prior to his time at Tooth and Coin Wealth, Joseph served as the Accounting Director for Tooth and Coin CPAs where he lead a team of 8 accountants in providing accounting and bookkeeping services for Dental Practices across the country. Joseph served Jonesboro Prosthetic & Orthotic Labs for over 10 years. Joseph has established himself as a key leader and a reimbursement expert in the field of Durable Medical Equipment Prosthetic Orthotic Supplies (DMEPOS) and is well versed in ICD-9 & 10 and HCPCS coding. Joseph has worked on reimbursement issues with the Medicare Program, Arkansas & Missouri Medicaid, and various other private insurance payers. Joseph is active in the CPA community. He served a facilitator for the Association of International Certified Professional Accountants and the Arkansas Society of CPAs. He has been a guest speaker for numerous organizations both in and out of the CPA profession. Through his leadership and influence, Joseph has helped bring financial clarity and transparency to many organizations and individuals. Joseph is passionate about helping others reach their full potential by connecting them to information and resources. He is at his best when able to lead a group and empower individuals to be successful and feel fulfilled.

Current workplace

Joseph Rugger, Cpa, Cfp®'s current company

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Tooth & Coin Wealth
Tooth & Coin Wealth
Financial Planner and Wealth Manager for Dentists
10 roles

Joseph Rugger, Cpa, Cfp® work experience

A career timeline built from the work history available for this profile.

Founder And Lead Advisor

Current
Tooth & Coin Wealth

Denton, Texas, United States

I've always had a passion to help entrepreneurs and small business owners with their money. At Tooth & Coin Wealth we get to help Dentists live their best life today, while saving for the future. We are a Fee Only Fiduciary offering Financial Planning & Investment Management through our Independent Registered Investment Advisory Firm.

Jan 2022 - Present

Accounting Director & Profit Consultant

Little Rock, Arkansas Area

Joseph specializes in Profit Consulting for Dentists. Joseph drives profit in small practices specializing in the dental industry. Joseph is a Certified Profit First Professional for Dentists. The Small Business Administration estimates that 83% of small businesses are living check to check. Joseph became a CPA to help small businesses grow and succeed..

Feb 2018 - Jan 2022

Continuing Education Instructor

Joseph M Rugger, Cpa

United States

Joseph teaches continuing education to CPA's on a variety of both technical and non-technical topics. He's spoken In 14 US States and internationally in Nassau, Bahamas. Technical topics included: Advanced Controller & CFO Skills, Annual Controller Update, Lean Accounting and Management, Financial Statement Analysis, Financial Forecasting and Decision.

Jan 2013 - Jan 2022

Director Of Accounting

Jonesboro

As the Director of Accounting for Jonesboro Prosthetic & Orthotic Lab / JP&O Labs, Joseph oversaw the accounting function. Duties included: Month End Closing, Financial Reporting, Accounting Reconciliation, Multi-Location / Multi-State Accounting & Tax Compliance, Budgeting & Forecasting, Payroll, & Overall Financial Management of the companies.

Jan 2016 - Oct 2019

Chief Financial Officer

As the Director of Finance & Administration for Jonesboro Prosthetic & Orthotic Lab, Joseph supervised a staff of 20 administrative professionals and oversaw all of the company's financial and administrative operations. These functions included accounts payable & payroll, credentialing, insurance reimbursement, financial accounting, benefit administration.

May 2006 - Jan 2016

Controller

As the Controller for Jonesboro Prosthetic & Orthotic Lab Joe was responsible for electronic claims submission, accounts payable, payroll, and financial statement preparation.

May 2006 - Oct 2007

Host "Get In The Financial Know With Joe"

Kabf / Arkansas Broadcasting Foundation

Joe hosted a weekly talk radio show on KABF 88.3 FM in Little Rock called "Get in the Financial Know with Joe." It was on Monday nights from 5-6 pm. The show covered a wide variety of topics in the world of personal finance, money, career and taxes. Several past shows are available as podcasts for free: www.joerugger.com.

Aug 2010 - Sep 2012

Adjunct Professor Of Accounting

Joe served as an Adjunct Professor for the Fall Semester of 2010 and taught Principles of Accounting I at Lyon College.

Aug 2010 - Dec 2010

Staff Accountant

Joe performed duties as a Staff Accountant at a Mid-Sized Regional accounting firm. He assisted with Compilations, Reviews, Audits and Personal and Corporate Tax Returns.

Jan 2005 - May 2006

Regional Consultant, Southern Region

-Facilitated 56 recruitment training sessions at 51 different college campuses in the Southern States emphasizing Dale Carnegie Sales Advantage techniques. -Strategic Business Consultant for 81 TKE Fraternity Chapters and Colonies in the Southern States.-Created budgets, collected bills, and managed accounts receivable totaling well over.

May 2003 - Jul 2004
3 education records

Joseph Rugger, Cpa, Cfp® education

Bs Accounting, Bs Finance, Ba Economics

Activities and Societies: Varsity Baseball, TKE Fraternity

Education record

Catholic High
FAQ

Frequently asked questions about Joseph Rugger, Cpa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Joseph Rugger, Cpa, Cfp® work for?

Joseph Rugger, Cpa, Cfp® works for Tooth & Coin Wealth.

What is Joseph Rugger, Cpa, Cfp®'s role at Tooth & Coin Wealth?

Joseph Rugger, Cpa, Cfp® is listed as Financial Planner and Wealth Manager for Dentists at Tooth & Coin Wealth.

Where is Joseph Rugger, Cpa, Cfp® based?

Joseph Rugger, Cpa, Cfp® is based in Dallas-Fort Worth Metroplex, United States, United States while working with Tooth & Coin Wealth.

What companies has Joseph Rugger, Cpa, Cfp® worked for?

Joseph Rugger, Cpa, Cfp® has worked for Tooth & Coin Wealth, Tooth & Coin, Joseph M Rugger, Cpa, Jonesboro Prosthetic & Orthotic Laboratory, and Jonesboro Prosthetic And Orthotic Laboratory.

How can I contact Joseph Rugger, Cpa, Cfp®?

You can use AeroLeads to view verified contact signals for Joseph Rugger, Cpa, Cfp® at Tooth & Coin Wealth, including work email, phone, and LinkedIn data when available.

What schools did Joseph Rugger, Cpa, Cfp® attend?

Joseph Rugger, Cpa, Cfp® holds Master'S Of Professional Accounting, Accounting from Indiana University-Purdue University At Indianapolis.

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