307-721-1725

A UNIQUE APPROACH

Markle Financial is committed to the long-term financial success of Laramie and those who call it home. Our wealth management services provide practical, customized solutions for a variety of financial needs – whether you’re looking for a trusted financial advisor, proven investment counsel, retirement planning support, or help for a personal challenge. We have your back. We’re in your court. And we are 100% committed to help you achieve financial success.

 

A UNIQUE APPROACH

Markle Financial is committed to the long-term financial success of Laramie and those who call it home. Our wealth management services provide practical, customized solutions for a variety of financial needs – whether you’re looking for a trusted financial advisor, proven investment counsel, retirement planning support, or help for a personal challenge. We have your back. We’re in your court. And we are 100% committed to help you achieve financial success.

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GENUINE RELATIONSHIPS

You’re not a client. You’re not a number. You’re a member of the family. Your concerns, challenges, and goals matter to us, and our number one objective is to help you achieve success. Let’s work together to help you achieve your goals.

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PERSONAL ASSESSMENTS

Your individual goals are distinct, important, and worth a personalized game plan. Markle is 100% dedicated to fully understanding your story so we can create a strategic wealth management plan.

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CUSTOM SOLUTIONS

Once we’ve evaluated your personal goals, we design a variety of customized, tailor-fit plans. These solutions help solved immediate needs and position you and your family for future success.

icon_genuine-relationships

GENUINE RELATIONSHIPS

You’re not a client. You’re not a number. You’re a member of the family. Your concerns, challenges, and goals matter to us, and our number one objective is to help you achieve success. Let’s work together to help you achieve your goals.

icon_personal-assesment

PERSONAL ASSESSMENTS

Your individual goals are distinct, important, and worth a personalized game plan. Markle is 100% dedicated to fully understanding your story so we can create a strategic wealth management plan.

icon_custom-solutions

CUSTOM SOLUTIONS

Once we’ve evaluated your personal goals, we design a variety of customized, tailor-fit plans. These solutions help solved immediate needs and position you and your family for future success.

MEET OUR TEAM

SHANNON MARKLE
Financial Advisor, CRPC

Shannon has 23 years of experience in the financial services industry.

Certifications

Series 6, Series 63, Series 7, Series 66, Life & Health, Variable Contracts, CRPC designation

LESLIE JOHNSON, MBA
Financial Advisor

Leslie has 13 years of experience in the financial services industry.

Certifications

Series 7, Series 66, Life & Health, Variable Contracts

 

JOE FARLEY, MBA
Financial Advisor

Joe has 10 years of experience in the financial services industry.

Certifications

Series 7, Series 66, Series 65, Life & Health, Variable Contracts

 

ZONDRA MARKLE
Operations Coordinator

Zondra has 18 years of experience in the financial services industry.

Certifications

Life & Health, Accident, Property & Casualty

 

CATHERINE KUGELMAN
Client Care and Operations Specialist

Catherine has 20 years of customer service experience with 3 years in the financial services industry.

PEPPER JO SIX
Director of Development and Charitable Giving

Pepper is an experienced development officer with a demonstrated history of connecting passion with projects. She is skilled in nonprofit organizations, program evaluation, leadership, and volunteer management.

MEET OUR TEAM

SHANNON MARKLE
Financial Advisor, CRPC

Shannon has 19 years of experience in the financial services industry.

Certifications

Series 6, Series 63, Series 7, Series 66, Life & Health, Variable Contracts, CRPC designation

LESLIE JOHNSON, MBA
Financial Advisor

Leslie has 10 years of experience in the financial services industry.

Certifications

Series 7, Series 66, Life & Health, Variable Contracts

JOE FARLEY, MBA
Financial Advisor

Joe has 10 years of experience in the financial services industry.

Certifications

Series 7, Series 66, Series 65, Life & Health, Variable Contracts

ZONDRA MARKLE
Operations Coordinator

Zondra has 18 years of experience in the financial services industry.

Certifications

Life & Health, Accident, Property & Casualty

 

CATHERINE KUGLEMAN
Client Care and Operations Specialist

Catherine has 20 years of customer service experience with 3 years in the financial services industry.

 

PEPPER JO SIX
Director of Development and Charitable Giving

Pepper is an experienced development officer with a demonstrated history of connecting passion with projects. She is skilled in nonprofit organizations, program evaluation, leadership, and volunteer management.
 

Check the background of investment professionals on FINRA’s BrokerCheck.

GET STARTED

How can we help you? Contact us today. Let’s get the conversation started.

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 307-721-1725

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