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. Her writings have been featured and quoted in several publications across the country.
She has specialized in almost every service at the firm 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 has worked with Marotta Wealth Management most of her life. After several summers of volunteer work, she officially 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.
Megan holds a B.A. in Cognitive Science from the University of Virginia and lives in Charlottesville with her husband and daughter. When she isn’t working, Megan is a collector of games. Some favorites include Pathfinder, Forbidden Desert, Ghooost!, Tokaido, Disney Villainous, and Tajemnicze Domostwo.
If you are interested in requesting articles for publication from Megan, you can fill out our Contact Form with the details.
Specialties
Latest Articles
Who Should Own My Child’s 529 Account to Assist the FAFSA?
With the grandparents as the owner rather than the parent, the student may have a better chance of receiving financial aid.
Can I Deduct a 529 Contribution to an Account I Don’t Own?
Unfortunately, the answer is that you cannot. The 529 account owner receives any state tax deductions for contributions make to their account.
We Added 2 New U.S. Stock Sectors to Our Allocations
We decided to add two new sectors after generating several hundred efficient frontier graphs of various United States classifications, industries, and sectors over a variety of time periods.
Recent Best of Articles
Risk-Return Analysis of Freedom Investing
In this article, I am reviewing the quantitative measurements and performance metrics of Freedom Investing to see how its risk and return compare to the EAFE Index, its benchmark.
The Best Way to Fund a Charles Schwab Account
After you have opened your account, there are many methods of contributing to or funding your Charles Schwab account. The best and easiest four methodologies are as follows.