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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



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


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



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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