We create custom investment strategies tailored to your goals and risk tolerance.
We put your needs first and personalize the best insurance options for our clients.
My passion is help you achieve financial independence and feel confident in your golden years.
Helping You Gain Confidence in Your Financial Future
Do you have a financial strategy in place? Often, many individuals and families haven’t created a plan because they don’t know where to start. At Markel Financial Services, we want to help you solve this problem by working closely with you to build strategies that can grow with you over the years.
We specialize in assisting hard-working individuals, families, and small business owners in all stages of life, from starting their careers to building a family to transitioning into retirement. While they all have unique circumstances, many share a common goal: to feel confident in their financial situation and to have enough money to retire comfortably and confidently. To help clients pursue these objectives, we work closely with them to build comprehensive financial strategies and provide lifelong guidance. As an Investment Advisor Representative of Woodbury Financial, we can customize and tailor investment and insurance strategies that best serve the needs of each client. Our goal is to provide an experience that exceeds client expectations.
Based in Sugar Hill, Georgia, we serve clients throughout Gwinnett, Hall, Barrow, and Jackson county. This includes Buford, Lawrenceville, Dacula, Hamilton Mill, Braselton, Hoschton, Suwanee, Grayson, Snellville, Lilburn, Gainesville, Flowery Branch, and Winder to name a few. We also serve the greater metro-Atlanta area. Contact us today to learn more about how we can help you work toward your greatest financial goals.