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 that we recommend for you.

Our Team

Michael Marsh, CPA

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.

Yvonne Marsh, CFP®, 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 20 years, she has two children and enjoys gardening, horseback riding, hiking and reading.

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.

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.

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.

Morgan Warpenburg
Client Service Coordinator

Morgan Warpenburg is from Lafayette, Indiana. Building on a background in office administration from Purdue University Krannert School of Management, she continues to further her college education in Business. Being the first visible face when coming into the office, Morgan loves to greet clients with a smile, making them feel comfortable and welcome. She has a passion for forming positive and professional bonds with clients while fulfilling their needs. Outside of work, Morgan spends lots of time outdoors with her significant other. She has a love for learning new things, hiking, camping, kayaking, and traveling worldwide.

Strategic Alliances

Michelle Amelse, CPA
Owner & President of Amelse & Edmonds CPAs

Michelle graduated from Austin Peay State University in May 2007 with 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 to further her vision of helping individuals and businesses grow and flourish. Michelle’s areas of expertise include corporate and individual taxation, financial statement compilation, review and audits, IRS representation, full-service bookkeeping, entity formation, and business consulting. Her professional associations include the American Institute of Certified Public Accountants, Tennessee Society of Certified Public Accountants, and QuickBooks ProAdvisor. In her free time Michelle enjoys spending time with her husband, Jon, and two sons.