At Markel Financial Services, we have a strong team of professionals and we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We're committed to helping you work toward achieving the retirement that you want.
Steven Markel, AAMS
Financial Advisor, President
678-804-6082
Steve is the President and founder of Markel Financial Services. Steve is also affiliated with U.S. Planning Group, Inc.® an affiliation of financial planners and professionals. Steve Markel began his Financial Services career and...
Vicki Winegarden
Operations Manager
678-804-6082
Vicki is the Operations Manager for Markel Financial Services and began working with Steve and the firm in August 2013. She grew up on a dairy farm in Pennsylvania and graduated from Penn State University with a B.S. in Business...
Crystal Phillips
Administrative Assistant
678-804-6082