Broker Check

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

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

678-804-6082

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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Lasandra Simpson

Assistant

678-804-7772

678-804-6082

lsimpson@usplanning.com

Lasandra is the Assistant for Markel Financial Services and began working with the firm in April 2019. As the Assistant, Lasandra schedules and confirms Steve’s appointments, prepares paper work for client meetings and processes...
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Samantha Backer

Administrative Assistant

678-804-7772

678-8046082

samantha@usplanning.com

Samantha is the Administrative Assistant for Markel Financial Services and began working with the firm in September 2019. As the Administrative assistant, Samantha maintains the client database, quotes and processes new insurance...

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