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
How to Transfer Your Economic Impact Payment Card Into Your Bank Account
It took me one hour to complete from start to finish. Hopefully, now that I have bumbled my way through it on my own and documented the steps, it takes you less time.
#TBT The Delirious Happiness of Free Market Choice
This 2015 article details one of the most brilliant breakthroughs in all of food science and how it relates to almost every aspect of life.
Do Children Need To File A Tax Return To Fund Their Roth IRA? (2020)
Don’t let stress about tax filing requirements keep you or your child from a powerful opportunity to provide for their future.
Recent Best of Articles
Q&A: What is a Diversified Alternative to an Individual Bond Ladder?
A stability allocation has two purposes: to meet withdrawal needs and to move the portfolio more conservative (less risky) by dampening the volatility of stock returns.
How to Acquire Prepaid Schwab Cashiering Envelopes
Unfortunately, you must order cashiering envelopes directly from a Schwab agent. Here’s how you do it.