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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 public accounting experience providing assurance and advisory services to the banking and retirement fund industries. She is a monthly contributor to East Tennessee Mountain Views. 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

Bethany Connatser

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.

Bethany Connatser

Allyn Richardson

Operations Coordinator

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.

Allyn Richardson

Seth Felker

Financial Analyst

Seth graduated from the University of Tennessee, Knoxville with a Bachelor of Arts in Music Education and a Master of Music in Music Education. He marched in the Pride of the Southland Marching Band for four years and served as a Graduate Teaching Assistant for the band for one year. During this time, he developed a passion for not only education, but for critical thinking and problem solving. After an interesting turn of events, he found himself working in finance analytics where he found new passions in statistics and problem solving to create solutions for clients’ well-being and peace of mind as they prepare for their financial futures. Seth and his wife, Hope, love traveling and playing outdoors with their two dogs, Dunkin and Nitro. In his free time, he enjoys golfing, gaming with friends, and tackling new projects in the yard.

Seth Felker

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

Are you ready to work with Marsh?

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

Yvonne & Michael Marsh

Let’s make sure your money is working as hard as you are.  After all, it IS your life’s savings… and it has to last the rest of your life.  We’re a unique combination of CPA’s, CFP’s, and investment nerds who do the heavy lifting, seamlessly running your retirement plan, tax strategies, and wealth management portfolio – so all you have to do is relax and say Yes! to life in retirement. 

Marsh. Ready for what's next.

Marsh Wealth Management office interior

About Us

You’re probably wondering “about us” as you’re thinking about who could best help you and your family move to, and through, retirement.  So here’s a few tidbits about us and the core values we believe in.

Uncompromising integrity

You may have read that you’re supposed to ask your advisor if they are fiduciaries…and the answer is yes, we are.  Fiduciaries are held to act in your best interest, putting your needs ahead of their own.  It is the highest standard of duty. (Pretty important, if you ask us). 

Actions based on knowledge

We don’t let emotions or trends drive our decisions and advice.  We use economic data to inform our investing decisions, and we use our skills as CPA’s and CFP’s to create financial plans focused on maxing income and minimizing taxes.  No sense paying Uncle Sam more than you need to. 

Forward thinking, curious and innovative

Our industry has evolved A LOT over the last decade, and we’re constantly learning - looking ahead to the latest strategies in longevity planning and tax-smart wealth management techniques.  This business doesn’t stand still, and we don’t either.

 

Exceptional client care

When you call us, you get a real person answering the phone!  When you email us, we have a 24-hour response time.  When you need us, we’re there.  In this day and age of automated prompts and text reminders, we’re still old school and believe in timely communication.  Our job is to make sure your job is to relax and enjoy a stress-free retirement. 

Positive supportive environment

Building a strong team is important to us because we know the stronger team we have the better we can support you.  Our staff all have clear responsibilities and fantastic personalities that meld into a tightly woven unit of awesomeness. We love each other, and we’re confident you’ll love us too.

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

Are you ready to work with Marsh?

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.

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