About Us

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About Us 2018-07-11T02:13:35+00:00

Our Values

We are dedicated to serving our clients’ best interest and earning their confidence by operating with integrity and trust. We place value in the long-term relationships we form with our clients and strive to fully understand our clients’ needs, working with them to accomplish their personal and business goals.

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 speaks on financial education topics at Pellissippi Community College, Strang Senior Center, and 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.

H. Ray McGee, CPA

Ray McGee holds a bachelor’s of science degree from the University of North Alabama and a CPA license with the Tennessee State Board. He has been in tax practice for more than twenty-five years performing tax compliance, research and planning. He practiced public accounting as a Staff Accountant with Hazlet Lewis and Bieter, PLLC, and as a Manager and Partner with McGladrey and Pullen CPAs. Ray is a native of Alabama, but has been a Tennessee resident for more than 30 years and is a member of Concord First Baptist Church.

Erin Phillips, Operations Manager

Erin Phillips holds a bachelor’s degree from the University of Asheville in Psychology. With 20 years’ experience in customer relations and office management – and a love for color coding – Erin brings solid organizations skills to the firm and works alongside the rest of the team to ensure that our clients receive highly individualized support. Originally from Massachusetts, Erin has also lived in North Carolina and Florida before settling in Knoxville in 2006. She is married to her college sweetheart and they have a daughter and a very opinionated beagle. She enjoys reading, fly fishing, spending time with her family, and thinks there is nothing better than Duke basketball.

Rick Austin

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. The last two plus years, he has focused on identifying solutions for each client’s specific needs for life, health, cancer, dental and vision plans, with a major focus on Medicare products. He also is certified to provide national healthcare. 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 almost twenty nine years and is very proud of his twenty two year old daughter Sarah. They attend Cedar Springs Presbyterian Church and have been involved with a number of charities in Knoxville.

Rebecca D. Abbott, Attorney at Law

Rebecca Abbott is a licensed attorney with over 27 years of experience. Licensed in both Tennessee and Texas, she has a solo law practice located in West Knoxville. Rebecca’s expertise is estate planning, including Wills, Trusts, Powers of Attorney, Living Wills, and Prenuptial Agreements. She also assists families with probate and post-death planning issues. Originally from Tennessee, Rebecca practiced law in Dallas, Texas for ten years after she received her undergraduate degrees from Southern Methodist University and law degree from SMU School of Law. She is an active member of the Knoxville Bar Association, and often speaks about probate and estate planning at local senior centers and churches. Rebecca has two teen-aged daughters, and in her free time, she enjoys cooking and reading.