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
Q&A: Can I Amend My Estate Plan by Hand?
When it comes to legal, if your attorney is allowed to make the edit, you are allowed to make the edit.
Fund Your Child’s Roth with Chore Income
There are many opportunities to pay your children. If that payment can be counted as earned income, then the child is eligible to fund their Roth IRA.
Radio: Success and Significance in Retirement
On Tuesday, April 9, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss how to achieve success and significance in retirement by both adequately savings for retirement and finding fulfillment during that period of your life.
Recent Best of Articles
Fund Your Child’s Roth with Chore Income
There are many opportunities to pay your children. If that payment can be counted as earned income, then the child is eligible to fund their Roth IRA.
Getting Started as an Executor
This is intended to be a brief overview of what you should do once you realize you are overseeing an estate.