Investment Committee

David John Marotta

President, CFP®, AIF®, AAMS®

David Marotta, President of Marotta Wealth Management, develops the strategy for the organization, leads the management team, and spearheads the unique investment philosophy of the firm. David founded Marotta Asset Management in Charlottesville, Virginia, in 2000. He has been a … 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 the … Read More

Financial Planners

Austin Fey

Wealth Manager

Austin Fey is a Wealth Manager for Marotta Wealth Management. She specializes in giving appreciated stock to charity and designing asset allocations for employer-sponsored accounts with limited investment options. She is a regular contributor to our Marotta On Money articles, … Read More

Courtney Fraser

Wealth Manager

Courtney Fraser is a Wealth Manager, specializing in college planning, required minimum distributions, and Roth conversions. She is also a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs. She is currently studying … Read More

Support Staff

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

Megan Russell

Chief Operating Officer

As Chief Operating Officer, Megan Russell’s work alternates between furthering high-level processes and assisting on day-to-day details. She is the primary designer of our internal workflows and takes pride in pushing our services beyond just what is expected. She oversees … Read More

Elias McQuade

Financial Assistant

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

Elizabeth Woodrum

Financial Analyst

Elizabeth Woodrum is a financial analyst, specializing in Social Security, safe withdrawal rates, and cash flow analysis. Elizabeth graduated from Virginia Tech Summa Cum Laude and holds a B.S. in Business with a concentration in Financial Planning. She also minored in … 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