Megan Russell

Chief Operating Officer

As Chief Operating Officer, Megan Russell’s work alternates between high-level processes and day-to-day details. She is the primary designer of our internal workflows, oversees the technical side of Marotta Wealth Management as our head programmer, and is a regular contributor to our Marotta On Money articles.

She has specialized in almost every service at some point and is the head of Marotta Wealth Management’s research and development. Right now, she is our tax specialist and is responsible for our customized Roth conversion recommendations.

Megan began working for the firm part-time in 2005. After seven years of consulting and design work, she came on staff full time in 2012.

When she isn’t working, Megan is a collector of games. Some favorites include Pathfinder, Tokaido, Forbidden Desert, Ghooost!, and Tajemnicze Domostwo.

Megan holds a B.A. in Cognitive Science from the University of Virginia and lives in Charlottesville with her husband and daughter.


Specialties


Latest Articles

Radio: Charlottesville 2018 Health Insurance
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“When Congress acts, whatever it is called it will do the exact opposite. So the Affordable Care Act will make plans not affordable.”

Understanding H.R.1 Tax Cuts and Jobs Act
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It looks like something from this proposal will become law. Right now, the bill is in committee where the differences are being resolved.

Don’t Delay Roth Conversions
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Putting money in your Roth without delay is valuable.

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Recent Best of Articles

Don’t Delay Roth Conversions

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Putting money in your Roth without delay is valuable.

Where is Your Priority: Tax Preparation or Tax Planning?

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At our firm, tax planning is our priority. We hope to maximize after-tax net worth over your lifetime, even if it is at the expense of this one year.

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