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.
Megan’s writings have been featured and quoted in several publications across the country. If you are interested in requesting articles for publication from Megan, you can fill out our Contact Form with the details.
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 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, and Tajemnicze Domostwo.
Specialties
Latest Articles
Children Will Listen (Financial Lessons from Into the Woods)
Your child may be in the thick of feeling out a boundary line by testing all your limits, but it pays off to be patient and trust that they will learn and they will listen.
Nice is Different Than Good (Financial Lessons from Into the Woods)
Nice is different from good. You want a good financial planner not just a nice one.
Retirement Wisdom (The Series)
In 2004, David Marotta wrote a seven part series originally titled “Retirement Wisdom.” The series explained the the seven principles to reaching your retirement goals.
Recent Best of Articles
Core Values Budgeting: One Strategy to Identify Budgeting Changes
Here is a strategy that can both help you identify what you value and help you start your budget.
Best Practices for Your Estate Plan’s Tangible Property List
“I may leave a list or other written statement expressing how I wish certain items of my tangible property to be distributed.” But how do I do that?