Markle Financial

11/11/2025

08/06/2024

We are hiring an Operations Manager!

This role is critical in the flow of business at our firm. It includes coordinating with clients, supporting advisory initiatives, and being in charge of back-office operations. With responsibility for the daily operations details, the Operations Manager ensures clients have a wonderful experience. If Laramie is home to you and you are an individual who enjoys creating value for others, while working in a positive and rewarding environment, we’d encourage you to apply regardless of your background and previous work experience. Flexibility in scheduled work hours can be accommodated.

Learn more about this position and apply at: https://marklefinancial.com/jobs/

Markle Financial is an equal-opportunity employer and encourages all to apply.

Position: This role is critical in the flow of business at our firm. It includes coordinating with clients, supporting advisory initiatives, and in charge of back-office operations. With responsibility for the daily operations details, the Operations Manager ensures clients have a wonderful experien...

07/25/2024

Joe Schwartz joined the Markle Financial team in May of 2023 as an intern. After receiving his Bachelor’s Degree in Economics from the University of Wyoming, he joined the team full-time as a Finance Specialist. Joe loves learning new concepts and implementing his economic knowledge as he helps to refine and improve Markle Financials’ processes. Working in finance allows Joe to apply his economic knowledge in new and interesting ways, and he loves testing new ideas and theories. Joe provides technical support through data entry when processing a client’s personal financial plan and loves demonstrating the work he and the team put in for clients. In his free time, Joe enjoys playing guitar, traveling, and spending time with friends and family.

07/17/2024

We wanted to take this opportunity to introduce a new member to our team! Rob Teague has joined our team as another Advisor who brings an extensive background in charitable and estate planning.

Rob Teague graduated from Houghton College in 1999 with a Bachelor of Science Degree and soon after began his career in the Financial Services Industry as a Financial Advisor. In 2008, Rob was led to use the experience and wisdom gained from building a financial advisory practice by serving clients and was appointed as the first Executive Director of Eden Bridge Foundation, a faith-based non-profit in Lancaster, PA. After 15 years of service, Rob’s current role at the Foundation still involves assisting donors with specialized estate planning through various charitable planning techniques, including charitable trusts, in-kind gifts and donor-advised funds. Over the years, Rob has selectively grown his financial advisory practice with several families, focusing on a high level of specific advice and service. Rob brings nearly 25 years of experience to Markle Financial in serving clients, donors, and non-profits. He is married to his high-school sweetheart, Kirsten. Together, they have raised three children. In his free time, Rob enjoys adventure motorcycles, traveling, and skiing

07/16/2024

We believe you should only borrow 25% of your NET earnings. Shannon Markle dives into common sense regarding debt.

07/04/2024

We are wishing you a Happy 4th of July!

07/01/2024

Imagine your savings account as a safety net, a financial cushion that can protect you from unexpected expenses or income disruptions. But how much should you have in this safety net? Read our recent post: https://loom.ly/vKcxWA8

Need help determining how much savings reserve to keep? Reach out to us at 307-721-1725 and we can help you determine what makes sense for you.

06/21/2024

Whether you need tax planning, investing to build wealth, protecting your family, or preserving your assets, our personalized approach focuses on simplifying the complexities of the financial world. Learn more at marklefinancial.com

06/14/2024

When it comes to retirement planning, building your nest egg is only half the equation. At Markle Financial, we also help you determine how much to save in order to retire with the confidence that you won’t outlive your assets.

Once we identify your retirement income needs, we work together to create two things:

-An in-retirement portfolio that provides steady income while allowing for needed growth.
-A spending strategy that can keep you from overspending or living with unnecessary, fear-based frugality.

Learn more about Retirement Income Management Services at https://marklefinancial.com/

06/12/2024

We help small business owners manage every aspect of their 401(k) and pension plans, including:

✔️Plan selection and design consulting.
✔️Creation of a customized Investment Policy Statement (IPS) to guide the selection, monitoring, and replacement of investment options within the plan.
✔️Employee education and training.
✔️Fiduciary obligations.

Learn more at: https://marklefinancial.com/portfolio-item/small-business-employer-retirement-plans/