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

Part 5: The Markets Fail to Remove Risk
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Fraud is the enemy of the free markets. It is theft through deception.

You Can Still Do A Backdoor Roth After the Tax Cuts and Jobs Act
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Under the Tax Cuts and Jobs Act, you are still allowed to make nondeductible contributions and still allowed to convert IRA assets to Roth IRA.

How China is Ending U.S. Recycling As We Know It
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Turns out, Charlottesville is not the only area to have their recycling services change this year. In fact, the world’s recycling is affected.

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Recent Best of Articles

Bringing Value with Client Billing

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One obscure way we earn our fee is in how we bill you.

Diversify and Rebalance More Than Just Your Investments

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Investments, like life, are volatile, risky, and on average rewarding. Diversification and rebalancing help to protect yourself from the volatility.

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