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, 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
Use Gift Clumping or Qualified Charitable Distributions to Save on Taxes
These are two ways to benefit from the higher standard deduction while still fulfilling your charitable intentions.
Our Firm is a Statistical Outlier
We are a statistical outlier: We are young; we are female.
The Do-It-Yourself Checklist: Account Set Up
How to go from where you are now to being one of our clients under our “Do-It-Yourself” service level.
Recent Best of Articles
Use Gift Clumping or Qualified Charitable Distributions to Save on Taxes
These are two ways to benefit from the higher standard deduction while still fulfilling your charitable intentions.
The Pros and Cons of a Marotta-Managed Schwab Institutional Intelligent Portfolios
Although they are cheaper, the robo-investing accounts are not beneficial to everyone.