Our Team

Michael Marsh, CPA

Principal

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, CFP®, CPA

Principal

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

Aaron Liner

Financial Analyst

Aaron Liner was raised in Blount County and graduated from the University of Tennessee with a BA in Economics and a minor in Business Administration. He has worked in the financial industry for 4 years, spending time in both the mortgage and personal banking sectors. As a member of the Marsh team, he enjoys expanding his financial knowledge and building relationships with clients. Aaron spends most of his free time with his two dogs, Thor and Wilber, planning his upcoming wedding, or playing recreational sports with his friends and family.

Aaron Liner

Bethany Connatser

Office Administrator

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.

Bethany Connatser

Terri Brown

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.

Terri Brown

Rick Austin

Medicare Specialist

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.

Rick Austin

Yvonne & Michael Marsh

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.

Marsh Wealth Management office interior

About Us

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.

The best decision my husband and I made was to trust Marsh Wealth Management with our financial future. Not only can you trust them, but they become part of your family.

– Elaine S.

The testimonial above was provided by a non-compensated current client who has no conflicts of interest.

Michelle Amelse, CPA

Owner & President of Amelse & Edmonds CPAs

Michelle holds degrees in Accounting and Finance and has 15 years of experience in public accounting. She specializes in providing accounting, tax, and consulting services to individuals and small businesses. After working in the accounting industry for over 10 years, Michelle founded Amelse & Edmonds CPAs. Her areas of expertise include corporate and individual taxation, financial statement compilation, review and audits, IRS representation, full-service bookkeeping, entity formation, and business consulting.

Michelle Amelse, CPA

Strategic Alliances

Schedule a no-obligation consultation (in person, by phone, or over Zoom). Contact us now.

​Do you have a burning question about retirement planning? Send it to us, and we’ll answer it for free.

Are you ready to work with Marsh?

The entire Marsh group is a great team to work with, from planned appointments to sudden phone calls for suggestions. I would say the Marsh team is a one-stop shop for your retirement needs.

David M.

The testimonial above was provided by a non-compensated current client who has no conflicts of interest.

504 Ebenezer Road
Knoxville, TN 37923

Phone: 865-622-2162
Toll Free: 877-884-2162
Fax: 865-622-2167

admin@marshpros.com

Financial Planning and Advisory Services are offered through Marsh Wealth Management (“MWM”) a TN registered investment adviser with its principal place of business in the State of TN. MWM and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which MWM maintains clients. MWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to MWM’s investment advisory/management services. Yvonne Marsh is an Investment Advisor Representatives of MWM. For information pertaining to the registration status of MWM please contact the firm or refer to the Investment Adviser Public Disclosure website. For additional information about MWM, including fees and services, send for our disclosure statement as set forth on Form ADV from MWM using the contact information herein. Please read the disclosure statement carefully before you invest or send money. MWM does not provide legal or tax advice.

© 2021 Marsh Wealth Management LLC