Investment Committee

Elias McQuade

Financial Analyst, CFA

Elias McQuade is an Investment Committee member at Marotta Wealth Management and one of our primary portfolio managers. He rebalances portfolios as well as trades in response to client cash flow needs. He also specializes in Retirement Plan Management. Before … Read More

Courtney Fraser Regan

Wealth Manager, CFP®

Courtney Fraser Regan is a Wealth Manager and Investment Committee member at Marotta Wealth Management. She specializes in retirement accounts, required minimum distributions, and Roth conversions. Courtney holds a bachelor of science in Applied Economic Management with a concentration in … Read More

Beth Nedelisky

Wealth Manager, CFA, CFP®

Beth Nedelisky is a Wealth Manager and Investment Committee member at Marotta Wealth Management with a special interest in estate planning, trust and endowment management, and investment management. Beth earned a B.A. in Philosophy from Covenant College. Prior to joining … Read More

Megan Russell

Chief Operating Officer, CFP®, APMA®

Megan Marotta Russell is the Chief Operating Officer and an Investment Committee member for Marotta Wealth Management. As Chief Operating Officer, Megan’s work alternates between high-level processes and day-to-day details. She is the primary designer of our internal workflows, oversees … Read More

David John Marotta

President, CFP®, AIF®, AAMS™

David Marotta is the President of Marotta Wealth Management. He leads the management team as our Chief Executive Officer, designs the investment philosophy of the firm as our Investment Committee Head, and oversees our firm’s compliance as the Chief Compliance … Read More

Financial Professionals

Austin Fey

Wealth Manager

Austin Fey is a Wealth Manager for Marotta Wealth Management. She specializes in charitable giving and designing asset allocations for outside accounts with limited investment options. She has written over 200 articles, often giving advice to those just getting started … Read More

Elizabeth Brew

Financial Analyst, CFP®

Elizabeth Brew is a financial analyst, specializing in Social Security, safe withdrawal rates, and cash flow analysis; a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs; and a wealth manager to a … Read More

Libby Horbaly

Wealth Manager, CFP®

Elizabeth “Libby” Horbaly is a Wealth Manager for Marotta Wealth Management. She graduated from Virginia Tech Summa Cum Laude and holds an Honors Scholar B.S. in Business with a concentration in Financial Planning. She also has a Minor in Psychology. … Read More

Alexandra Parker

Relationship Advisor, CFP®, AAMS™

Alexandra Parker is a Relationship Advisor for Marotta Wealth Management. After growing up in California, she graduated from the University of Virginia with a BA in English and American Politics. For four years, she worked in hospitality before beginning a … Read More

William Rice

Financial Analyst

William Rice is a financial analyst for Marotta Wealth Management. He is part of our tax specialty team and helps create our customized Roth conversion recommendations for Comprehensive clients. William is a quintuple major from Liberty University, holding degrees in … Read More

Jacob Massanopoli

Financial Analyst, CFP®

Jacob Massanopoli is a financial analyst for Marotta Wealth Management. He is part of our tax specialty team and helps create our customized Roth conversion recommendations for Comprehensive clients. He graduated from Virginia Tech and holds an Honors Scholar B.S. … Read More

Greg Vairo

Financial Analyst, CFP®

Greg Vairo is a financial analyst for Marotta Wealth Management. He is part of our tax specialty team and helps create our customized Roth conversion recommendations for Comprehensive clients. He graduated from Virginia Tech Cum Laude and holds an Honors … Read More

Tim Landicho

Relationship Advisor

Tim Landicho is a Relationship Advisor for Marotta Wealth Management. He graduated Cum Laude from Virginia Tech and holds a B.S. in Business with a concentration in Financial Planning. During his time at Virginia Tech, Tim worked as a Financial … Read More

Administrative Professionals

Sheryl Lawson

Chief Financial Officer

Sheryl Lawson is the firm’s Chief Financial Officer. She is responsible for the corporate finances and directs our public relations efforts. Sheryl joined the firm in 2000 as our first employee at the Charlottesville office. Earlier in her career, she was … Read More

Krisan Marotta

Portfolio Center Specialist

Krisan invented the business of providing back office support to investment managers in 1992 — before email and the internet. After graduating Phi Beta Kappa, “With Distinction” from Stanford University, Krisan worked as a technical writer and computer programmer. When … Read More

Wendy Saunders

Receptionist

Wendy is often the first voice you hear or first face you see at Marotta Wealth Management. Her desk at the reception enables her to warmly greet all who enter, and she is always available to assist clients and the … Read More

Heather Kinrade

Paperwork Specialist

Heather Kinrade is the Paperwork Specialist at Marotta Wealth Management. She is responsible for the preparation, review, and verification of client paperwork at Charles Schwab. Heather earned her B.S. in Business Administration from Meredith College. She joined the firm in … Read More