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, 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

Gift Ideas for Your Grandbabies: 1 Year Olds
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As the proud mother of a two-year old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.

Two Simple But Effective Conversion Target Calculations
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These are two simple but effective strategies to help calculate a very good conversion target for this year.

7 Ways a Marotta-Managed Schwab Institutional Intelligent Portfolios is Better Than Schwab Retail
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Any investment manager can use the Institutional Intelligent Portfolio technology to implement extremely different investment philosophies.

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Recent Best of Articles

When to Get Your Money Out of Your 401(k), Especially Plan Owners

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Even though you would likely benefit from contributing to your 401(k), you might not benefit from keeping your assets there — even if you are the owner.

Use Gift Clumping or Qualified Charitable Distributions to Save on Taxes

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These are two ways to benefit from the higher standard deduction while still fulfilling your charitable intentions.

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