About Us
At Aspire, our mission is to help families and individuals create the freedom to live their best life. Our skilled, passionate, and determined team is fully devoted to empowering you in reaching your financial aspirations.
Phil Dortch
Principal & Senior Partner, CCO, Wealth Advisor/Success Coach, Portfolio Manager
Phil Dortch
Principal & Senior Partner, CCO, Wealth Advisor/Success Coach, Portfolio Manager
Phil is the founder and Principal of Aspire Private Wealth Counsel. With over 30 years of experience in advisory roles, he advises successful individuals, families, and business owners in constructing custom-designed investment portfolios to meet their financial independence goals.
Outside of his professional endeavors, Phil has dedicated his time and expertise to serving the community. He has served as the past Board Chair for Senior Citizens Housing Assistance Service (SCHAS) and as a Board Member and Treasurer for Celebrate Recovery at Cokesbury.
Erich von Geis
Managing Partner, Portfolio Analyst, Compliance Officer
Erich von Geis
Managing Partner, Portfolio Analyst, Compliance Officer
Erich is a valuable member of the Aspire team, bringing his scientific and engineering background to his role as an investment analyst. He supports daily portfolio and investment analytics, conducts research on current and future investment opportunities, and manages data using various financial software platforms.
Erich is always eager to learn more, stay up-to-date on investments, streamline processes, and solve problems. In his free time, Erich loves spending time with his wife and two dogs and has a hobby of keeping aquariums.
Rachel Daniele
Client Service Associate
Rachel Daniele
Client Service Associate
Rachel assists Aspire Private Wealth Counsel in streamlining and maintaining Organizational excellence. She provides insight and knowledge of essential Operational processes and procedures. She has earned the FPQP® designation from the Kaplan College for Financial Planning. She assists in all areas of wealth management including financial planning, portfolio management, and client communication.
Rachel was born in Tennessee, and after living in Asheville, NC for several years, returned to Rocky Top to finish school. In her free time, Rachel enjoys spending time with her husband, Tommy and their Pug, Banjo. She loves to host dinner parties and gatherings and is always looking for a new recipe to whip up for friends and family.
Michelle von Geis
Marketing & Communications Director
Michelle von Geis
Marketing & Communications Director
Michelle is responsible for overseeing Aspire Private Wealth Counsel's Marketing and Communications initiatives, which include website development, content creation, and digital marketing strategies. Her background is centered around leadership within the hospitality industry.
In her free time, she runs her own Photography and Videography business, Von Geis Photography. While pursuing her Ph.D. in hospitality education she decided to devote more time to her growing business. Michelle enjoys working out, reading leadership and self-improvement books, painting, playing with her dogs and cats, and spending time with her husband.
Cheryl Dortch
Client Experience Specialist
Cheryl Dortch
Client Experience Specialist
Cheryl is responsible for coordinating the "client experience" at Aspire Private Wealth Counsel, ensuring that the firm provides a consistent and excellent advisory relationship to client families. She is passionate about helping people accomplish their goals and bringing their visions to fruition.
Cheryl is a native Tennessean, having moved from Nashville to Knoxville in 1994. She has a daughter and a son, and four wonderful grandchildren. In her free time, Cheryl loves singing and even recorded a CD as a soloist with a choir. She also enjoys traveling, golfing, skiing, and boating.