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
Requirements for 529 Accounts (Qualified Tuition Programs)
According to Internal Revenue Code, in order for an account to be a 529 account, the custodian must meet six requirements.
Radio: Why Regulation Does More Harm than Good
It is commonplace for special interest groups to use lobbyists to gain control of their own industry’s regulation. This failure where interests group seizes control of a governmental power is called “regulatory capture.”
Should I Invest in Bitcoin?
It might continue to boom. It might continue to bust.
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