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Team

At Markel Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Steve can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

He also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

As an experienced professional I have helped many people just like you with similar issues and concerns. I can help you create an approach that is designed to address your individual situation.

 

Steven Markel, AAMS

Financial Advisor

678-804-7772

678-804-6082

smarkel@usplanning.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

vwinegarden@usplanning.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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Kali Atkinson

Administrative Assistant

678-804-7772

678-804-6082

katkinson@usplanning.com

Kali is the Administrative Assistant for Steven Markel and began working with the firm in June 2017. She is currenly attending the University of North Georgia persuing a business degree. As the Administrative Assistant, Kali manages...

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