Michael Marsh is a CPA licensed in the states of TN, GA and AL. He has over 30 years of experience in public accounting, providing advisory services to the banking, insurance and investment fund industries. Michael has a BS in accounting and a BS in finance. He specializes in investment modeling and risk-based investment management for Marsh Wealth Management clients. He also provides tax and technical expertise to the financial planning process as part of our integrated team approach. He serves the community by volunteering with Boy Scouts, Second Harvest, and by serving on committees at his church and supporting the Knoxville Symphony. Michael is married to his partner in life and business, Yvonne Marsh, and has four children. In his spare time, he enjoys sailing, hiking and cooking.
Michael Marsh, CPA
Yvonne Marsh graduated from the State University of New York with a BS in Accounting. She is a Certified Financial Planner™ and a Certified Public Accountant. She also holds her Series 65 investment license, as well as life and health insurance licenses. As a CFP® and CPA, she specializes in personal financial planning, especially retirement and lifetime income planning, investment management, social security maximization, charitable giving, Medicare and long-term care planning. Additionally, she has small business entrepreneurial experience and public accounting experience providing assurance and advisory services to the banking and retirement fund industries. She is a monthly contributor to the business section of the Farragut Press. She enjoys speaking on financial education topics at locations such as Strang Senior Center and for local civic groups. She also served as past president of her homeowners’ Board, volunteers with her church and is a member of the Financial Planning Association. Married for over 25 years, she has two children and enjoys gardening, horseback riding, hiking and reading.
Yvonne Marsh, CFP®, CPA
Client Service Manager
Bethany Connatser is from Maryville and attended Walter State. With a passion for connecting and creating bonds with others, she loves her job because there is always a genuine spirit of positivity and shared goals all revolving around helping each client. Bethany and her husband, Matthew, have their first dog, Buster, a Cavalier King Charles Spaniel, and a cat named Ollie. Outside of work, when she’s not spending time with her family or at Target, she enjoys hiking, cooking, and managing her dog’s Instagram account.
Allyn graduated from UTK with a BA in Communications and has worked in roles ranging from process improvement for a financial marketing firm to communications management for local non-profits to tax preparation for local small businesses. She also served on the local food cooperative’s board as secretary/treasurer and chair. Her role on the Marsh team pulls from all of these prior experiences to ensure everything is operating smoothly behind the scenes. Married for over 20 years to her husband, Josh, an army reservist, they have two children and enjoy traveling, antiquing, hiking, kayaking, and tackling DIY projects together. In her free time, Allyn enjoys knitting and researching her genealogy with dreams of visiting the places they settled in New England and Quebec.
Administrative Assistant & Receptionist
Terri is from Knoxville, TN and is a graduate of Tusculum University with a BS Degree in Organizational Management. She has spent most of her career in the Legal industry having worked for years as an Administrator for the Attorney General’s Office of the Third Judicial District and as an Executive Assistant to the General Counsel of a healthcare company. Terri enjoys gardening, traveling and entertaining friends and family. She has two female miniature dachshunds named Lucy and Lacy.
Rick Austin holds a Life, Accident and Health producer license for the State of Tennessee. He has been in the insurance business for over thirty years, with over twenty years in senior management with a national insurance company. Rick specializes in helping people understand Medicare, including identifying solutions for each client’s specific needs for life, health, cancer, dental and vision plans. Being a native Tennessean, he spent a number of years in Florida and has enjoyed being back in Tennessee in Knoxville for the past seventeen years. He has been married to his wife Laura for over 30 years and is very proud of his daughter Sarah. They attend Cedar Springs Presbyterian Church and have been involved with a number of charities in Knoxville.
Marsh Wealth Management is a boutique fiduciary firm providing customized investment wealth management services, financial planning, and tax strategies. We can help you make informed decisions that ensure you get the most from the money you’ve saved.
Marsh. Ready for what's next.
We help bring peace of mind to individuals and families through an authentic, relationship-based approach to financial planning. Our broad range of professional services and tools includes retirement planning and asset management, charitable giving and tax minimization strategies, healthcare and long-term care insurance, transition planning, and estate organization.
Our fiduciary–CPA perspective ensures holistic financial planning with tax-smart strategies that help you get the most from what you've saved, enabling you to approach life transitions with confidence.
Our Code of Ethics
We are held to a fiduciary standard of duty, acting in your best interest.
We are transparent about our fees, which are highly competitive and disclosed up-front.
We believe in building lasting relationships, not in one-time transactional sales.
We are an integrated team, working to serve all of your financial needs.
We invest in, and use, the same strategies ourselves that we recommend for you.
Owner & President of Amelse & Edmonds CPAs