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 strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisHe 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 firstname.lastname@example.org 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... Read more Vicki Winegarden Operations Manager 678-804-7772 email@example.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... Read more Kali Atkinson Administrative Assistant 678-804-7772 678-804-6082 firstname.lastname@example.org 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... Read more Have a Question? Name Email Question Thank you! Oops!