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Our Team


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

678-804-7772

678-804-6082

steve@markelfinancialservices.com

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...

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Vicki Winegarden

Operations Manager

678-804-7772

678-804-6082

vicki@markelfinancialservices.com

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...

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Shayna Markel

Administrative Assistant

678-804-7772

678-804-6082

shayna@markelfinancialservices.com

Shayna is an Administrative Assistant for Markel Financial Services and began working with the firm in December 2023. Shayna was born and raised in Lawrenceville, Georgia and graduated from Georgia College & State University with a...

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