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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Crystal Phillips

Administrative Assistant

678-804-7772

678-804-6082

cphillips@usplanning.com

Crystal is an Administrative Assistant for Markel Financial Services and began working with the firm in June 2021.Crystal was born in Atlanta but grew up in Macon. She is currently working on getting her life and health insurance...
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Preston Wilkie

Financial Administrative Assistant

678-804-7772

678-804-6082

pwilkie@usplanning.com

Preston was born in Guam but grew up in Yorktown VA. He graduated from Campbell University with a Bachelor's Degree in Finance and Business Management. He is currently working on getting licensed to sell securities. Preston is the...

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