Let's make sure your money is working as hard as you are. After all, it's your life's savings—and it has to last the rest of your life. As a trusted wealth management firm we're a unique team of CPAs, CFPs, and investment enthusiasts who handle the heavy lifting for your retirement plan, tax strategies, and wealth management portfolio. All you have to do is relax and say Yes! to life in retirement.
Marsh. Ready for what's next.
About Our Wealth Management Firm
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.
Are you ready to work with Marsh?
Schedule a no-obligation consultation (in person, by phone, or over Zoom). Contact us now.
Schedule Free ConsultationOur 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. He specializes in investment modeling and risk-based investment management. 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 Key Society, Second Harvest, and by serving on committees at his church and supporting the Symphony. Michael is co-leader with 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
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 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 for 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 Shanip 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 28 years, she has two children and enjoys gardening, horseback riding, sailing and reading.
Jeff Loos, ChFC®, RICP®, CLU®
Wealth Strategist
Jeff Loos has more than 35 years of experience in the wealth management industry, working with clients on retirement planning, tax-efficient strategies, and portfolio management. Jeff began his career with MassMutual Financial Services, before joining First Tennessee Bank, then First Mercor Wealth Management in 1996. In 2007, he launched his own practice and later joined CBA Wealth Advisors in 2015. He most recently served as Modern Wealth Planning's acquisition of CBA Wealth Advisors, before joining Marsh Wealth Management. Having experience on both a small business owner and an employee, Jeff brings a practical, common-sense approach to financial planning, helping clients understand how savings, retirement, insurance, and estate planning work together to support their long-term goals. Jeff and his wife, Lisa, have two adult sons and three grandchildren. Outside the office, he enjoys competitive croquet, fishing, boating, time on the lake with family, and pickup basketball. He is active in the community and is a member of the Rotary Club and the National Association of Insurance and Financial Advisors.
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 in making sure we're serving each client. Bethany and her husband Matthew have two kids, Ezra, a Greater King Charles Spaniel, and a cat named Ollie. Outside of work, when she's not spending time with her family on a trail, she enjoys hiking, cooking, and managing her step to Instagram accounts.
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 accounting/treasurer and chair. Her role at the Marsh team puts her at the helm 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.
Terri Brown
Administrative Assistant & Receptionist
Terri 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 7 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 famous indoor cats named Lucy and Lucy.
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 Mexico and has enjoyed being back in Tennessee 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.
Strategic Alliances
Michelle Amelese, CPA
Owner & President of Amelese & 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 Amelese & Edmonds CPAs. Her areas of expertise include corporate and individual taxation, financial statement compilation, review and audit, IRS representation, outsourced bookkeeping, entity formation, and business consulting.
Are you ready to work with Marsh?
Schedule a no-obligation consultation (in person, by phone, or over Zoom). Contact us now.
Schedule Free ConsultationDo you have a burning question about retirement planning? Send it to us, and we'll answer it for free.
Send Your Question