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.


Latest Articles

Long-Term Effects of AGI-Lowering Strategies
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However, in 2018, the heatlh insurance rates are extraordinarily high, especially in Charlottesville. Taking one year off from your valuable tax planning strategies to get free or low-cost health insurance might be worth it.

Should I Cut Back My Hours to Get an Obamacare Subsidy?
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It’s hard to know… but I bet I’m not the only one looking at my compensation differently.

Should I switch to a Health Care Sharing Ministry?
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Some think the alternative to the traditional insurance providers is the health care sharing ministries, but they aren’t insurance.

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Recent Best of Articles

The Route from Wealth to Well-being

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We don’t write a lot about how to spend money, but an international study published this year claims to have found the route from wealth to well-being through spending money.

The Business of Being an Artist

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Financial planning is simply doing what it takes to give you the means to do what you want. The poorer you are the more you need financial planning. You don’t have any margin for mistakes.

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