What a collaborative effort should look like...

We believe it is critical to have specialized professionals with various areas of expertise as a part of our planning process.

We believe the plan should be analyzed and considered through the lens of multiple qualified professionals in order to adequately diagnose any and all problems.

This provides thorough analysis, ethical discernment, accountability for all involved, and ultimately, a plan that's right for you. 


Legal Counsel with Hayden Shurgar - Wright, Lindsey, Jennings


Legal Counsel with rufus  - company

RYAN IS A CERTIFIED PUBLIC ACCOUNTANT AND HAS FILLED VARIOUS ROLES IN THIS FIELD. HIS PRIMARY INTERESTS AND BACKGROUND IS EQUITY RAISING, BUSINESS TRANSACTIONS, ENTREPRENEURSHIP, AND VALUATION. OVER THE COURSE OF HIS CAREER, HE HAS STARTED, OPERATED, AND SOLD SEVERAL BUSINESS, AS WELL AS RAISED PRIVATE EQUITY CAPITAL AND DEBT CAPITAL FOR NUMEROUS COMPANIES IN A VARIETY OF INDUSTRIES.ere


Ryan Holder IS the Chief financial officer of strategic m&a advisors, llc ("SMAA"). Prior to working at smaa, ryan received his bachelor of business administration in finance from the university of mississippi and his master of accountancy from the university of mississippi.

Ryan IS a certified public accountant and has filled various roles in this field. his primary interests and background is equity raising, business transactions, entrepreneurship, and valuation. over the course of his career, he has started, operated, and sold several business, as well as raised private equity CAPITAL and debt capital for numerous companies in a variety of industries.

Before joing smaa, ryan was the director of business services at hudson, cisne & company, a large arkansas based cpa firm which is part of the bdo seidman alliance. bdo seidman alliance is the 5th largest account and advisory firm in the world. 

Ryan currently resides in little rock, arkansas with his wife, marie and their two daughters alex and kate. they are members of 2nd presbyterian church in little rock. ryan enjoys waterfowl and upland game hunting, shooting sports, and sports.


tax COUNSEL with benjamin rugg - knapp, craig, and rugg, pa

BENJAmin rugg  is a graduate of Hendrix college and a certified public accountant in the sate of arkansas with eight years of public accounting experience. he specializes in small business industries, as well as individual and trust income tax. he is a member in good standing of the american institute of certified public accountants, the arkansas society of certified public accountants,the national society of accountants for cooperatives, and the little rock midtown rotary club.

ORIGINALLY FROM TEXAS, Ben has called arkansas home since 2002, where he lives with his wife megan and sons benjamin and william. While not working with his clients or composing ruggnotes, ben can be found on the golf course or running in a local 10k.


Andrew David serves as the Vice President of The Apex Group, based in Memphis, TN.  Born and raised in Kolkata, India, he grew up well-rounded in academics and athletics.  When his family immigrated to the USA in 1994, Andrew attended and graduated from Ridgeway High School in Memphis.  He earned his BS in Computer Science from Wheaton College in 2001, and captained the Tennis Team, helping his team win a couple of conference titles.  Andrew came back to Memphis and joined his father, Noel, in their financial planning practice.  He loves playing Tennis regularly at The Racquet Club of Memphis and Golf, occasionally.  Andrew is married to Michelle, and together they have a two-and-a-half year old daughter, Isabella (Izzy), who keeps them busy.  They live in Cordova.


specialty insurance & employee benefits counsel - stevens-dell & associates

Brad dell has worked in the insurance business for 38 years, specializing in Employee Benefits, and in personal and commercial property and Liability insurance. He is a principal and vice-president of stevens-dell and associates, inc. the agency has consistently ranked in the top 20 across the state of Arkansas for many years, based on premium volume and client base. 

Brad holds a B.S. degree in Business Marketing and in business management, as well as degrees in music and bible, from harding university, Searcy, Ar.

He has been involved in most aspects of insurance including Individual life, health, disability, dental, and vision, to group employee benefits, both employer sponsored and voluntary products. Brad has been trained and certified to handle Medicare products such as Supplements, advantage plans, and PDP/Drug plans. he also has a broad understanding of what is needed for Commercial business protection, including office contents and furniture, stock and supplies, computer related equipment, and workers compensation coverage.