learn about our history

About Us

EDUCATION

•JD, June 2005 – Nashville School of Law. Served on Honor Council all four years and was elected as President for final year.

•American College, 2005 – Certified Financial Planning Certificate

•BA in Business Management, June 1995 – Tennessee Tech University, Cookeville, TN. Varsity Athlete- Mascot and ranked 2nd in nation in 1992. President of Fraternity Phi Gamma Delta, R.O.T.C – All American Award Winner 1993, Student Government – Senator from the Business College and Chair of Student Monies Allocation Committee.

PROFESSIONAL EXPERIENCE

•Law Office of S. Brad Dozier (2006 – Present)

•AXA Financial Advisers (2009 – 2011)

Capitalist Analysts of Tennessee Financial Advisers (1996 – 2009)

INSTRUCTIONAL EXPERIENCE

•Belmont College of Business – Massey Graduate School, CFP Program Adjunct Professor for Federal Income Taxation and Estate Planning Sections

•Kaplan Paralegal School – Adjunct Professor for Estate Planning, Wills and Trust, Civil Procedure and Ethics

•Numerous Continuing Legal Education Courses for both the Nashville Bar Association as well as several Financial Institutions on topics involving Estate Planning for individuals and closely held/family held businesses.

“A law is valuable, not because it is a law, but because there is right in it.”

Henry Ward Beecher

SERVING CLIENTS

Since2006

PRIMARY AREA OF PRACTICE –

•Estate Planning – Including Advanced Trust and Asset Protection Planning Strategies

•Drafting and Execution of Simple Wills and Powers of Attorney

•Probate Administration – Including Contested Probate Litigation

•Conservatorship and Guardianship Appointments

communication is key

personal service

making a start

Often we find people spend more time planning the next vacation than they do planning their lives and how they will leave their estate to the next generation.

It is our goal to assist families in their planning as effortlessly as possible, with minimal angst.

We appreciate the sensitivity of what we do and also help navigate the process in such a way as to make the planning process as smooth as possible as well as making it a pleasant experience.

get to know each other

We work hard to understand who are clients are and what their needs are. During our initial consultation we will spend time searching out your specific areas of concern.

understanding your rights

In both the estate planning and probate process it is invaluable to understand what your rights are and more importantly your options.

determining your goals

Every situation is different. It is critical to understand clients objectives. With our vast experience in these areas we are confident you are in the best hands with our firm.

We Will Help You Every Step Of The Way

Call us today!