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Rodney S. Klein, JD, ll.M. Tax, Managing Partner

Attorney Rodney S. Klein is the founder of the firm.  He practices in the areas of tax, estate planning including trusts, wills and probate law, individual and corporate tax law before both Federal and State agencies, corporate law including corporations, partnerships and limited liability companies, and contract law. Additionally, Mr. Klein is a Rule 31 mediator for civil litigation cases.

After receiving his Bachelor’s Degree at the University of Michigan and his LL.M Masters Degree in Tax Law from New York University School of Law, he served as Senior Attorney Advisor at the United States Tax Court in Washington, D.C.  He and his family moved to Tennessee in 1993 and he has been practicing law for over twenty years.  In 1995, he formed the law firm of Klein & Associates, with offices in Johnson City, Tennessee as well as offices in North Carolina, Mississippi, and Arkansas.

Mr. Klein has been published on two occasions in the American Bar Association’s The Tax Lawyer, and has been the featured speaker at numerous seminars throughout the United States.  The firm has Attorneys and Associate Counsel licensed to practice in Tennessee, Virginia, North Carolina, Kentucky, Arkansas, Mississippi, Michigan, the District of Columbia and the United States Tax Court.

Direct: 423.271.3558
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Tyler S. Williams,
Trust and Estate Consultant

Tyler joined the firm in January, 2019. With a prior background in legal services and Estate Planning, his addition as a Trust and Estate Consultant was an appropriate fit with our team. Tyler focuses on cultivating client relationships throughout the Estate Planning process by helping design and implement each client’s planning needs.

Tyler graduated from Carson-Newman University with a Bachelor of Arts degree in 2016. He is currently in the process of obtaining his law degree from the University of Tennessee College of Law, where he is focusing his studies in Estate Planning. Tyler and his wife Carrie reside in Johnson City and have one daughter, Ava. In his free time, Tyler likes to spend time with his family and cheer on the Tennessee Volunteers. He and his wife also enjoy staying involved in their local church and community.

Direct: 423.375.2501
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Mikki Culbert, Client Coordinator

Mikki brings a friendly, comfortable first point of contact to Klein and Associates.  She truly enjoys helping others and is extremely organized. Her focus is maintaining schedules, communication and estate planning administrative support.

At home she loves spending time with husband, Jim, her two sons, Josh and Isaac and her two daughter-in-loves, Casey and Summer.  She enjoys fly fishing, kayaking, hiking, going on adventures and gardening.

Direct: 423.435.9587
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Stephanie J. Smith, Esq.
Attorney at Law

Stephanie has been with Klein & Smith (formerly Klein & Associates) for over two decades and specializes in solving complex problems for estate planning and corporate needs.  She also practices in the areas of probate and contract law.  Stephanie feels every client, especially in our changing family dynamics and complex business environment, has needs that must be filled and enjoys helping clients meet those needs. Stephanie writes extensively for our firm blog on various topics of interest to our clients.

Stephanie obtained her bachelors degree from Virginia Tech (Go Hokies!) and her law degree from the William and Mary School of law in Williamsburg, VA.  She has taught LSAT classes for Kaplan Educational services.  During law school she was an intern for then, Court of Appeals Judge, Lawrence L. Koontz. Outside of work, she is a mother of two, Girl Scout leader of Troop 240 and annual meeting delegate for Service Unit 630, Past-President of B’nai Sholom Congregation, Treasurer for the Volunteer High School Band Boosters, and enjoys historical re-enactment, gaming, reading, and cooking.

Direct: 423.375.2356
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Alicia P. Klein, CVA, Tax Specialist

Alicia Klein has been with the firm since its inception in 1995.  Alicia has extensive experience in individual and business income tax consulting as well as business valuation services. She received the designation of Accredited Valuation Analyst (AVA) in 2001 and is currently credentialed as a Certified Valuation Analyst (CVA). Utilizing a goal oriented approach, she assists our clients in the areas of business planning and succession.  Alicia also serves as the firm’s chief financial officer and executive services administrator.

Alicia enjoys spending time with her and Rodney’s children and loves the outdoors including skiing, hiking and golfing.  Rodney and Alicia live in Johnson City and enjoy long walks with their two labs and westie.

Direct: 423.375.2370
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Ashley M. Morgan, Paralegal

Ashley’s focus at Klein and Associates is to assist clients with their corporate and probate needs.  She is a graduate of Virginia Intermont where she obtained a bachelor of arts degree in Legal Studies. While at VI, Ashley was a member of their women’s volleyball team. Ashley coaches travel volleyball and enjoys spending time with family and friends.

Direct: 423.271.3561
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