MARKLE FINANCIAL

About our partnership

At UniWyo Federal Credit Union we strive to offer the best products and services available. Throughout our journey together, we aspire to build lifelong relationships with you, our members, leaving a legacy for your future generations to come.

In order to best serve our members and your financial planning needs, we have partnered with Markle Financial LLC, a local, independent firm whose advisors work and live in the Laramie community. Our goal is to provide the best service and selection of financial products available and we have found a great partner in Markle Financial.

At Markle Financial they specialize in comprehensive financial planning. Their advisors can help you create a plan to meet your goals or give you a second opinion on the plans you already have in place. Their advisors can assist you with financial decisions during life transitions such as: retirement, birth of a child, loss of a loved one, divorce, promotion, marriage, or an inheritance. They understand the complexity of finances and will help you find a solution that makes sense. Markle Financial is accustom to working with other professionals such as CPA’s, attorneys, business consultants, and trust officers. No matter how complex or simple your need, they can help!

Meet your investors

Leslie Johnson

Leslie Johnson with Markle Financial

"I value long-term relationships and believe this is a key piece in planning and implementing successful financial portfolios. I enjoy evaluating each individual situation to determine the most effective investment choice. I believe both of these will serve UniWyo members well."

Leslie will be at the 2020 Grand Avenue branch on Tuesdays, Wednesdays, and Thursdays (and by appointment), to assist with your needs. She has 10 years of experience in the Financial Industry. Her endorsements include MBA, Series 7, Series 66, Life & Health, and Variable Contracts. Email Leslie

 

Shannon Markle

Shannon Markle with Markle Financial

“I am excited to partner with UniWyo to help provide financial solutions to the members. Finances can be complicated and there are so many choices and different options to consider it can be overwhelming. Because so many things influence the choices we make about money we begin our relationships with finding out about you and the things that really matter. We will be there when you need us.”

Shannon has 19 years of experience in the Financial Services Industry. His endorsements include Series 6, Series 7, Series 63, Series 66, Life & Health, Variable Contracts, and he possesses the Chartered Retirement Planning Counselor designation.

 Visit Leslie at 2020 Grand Avenue on Tuesday, Wednesday, or Thursday.

 

Call Leslie at (307) 721-5662 to make your appointment today.

 

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Leslie Johnson/Shannon Markle, Investment Advisor Representatives. Markle Financial and Cambridge are not affiliated. Non-deposit investment products are not NCUA insured, not credit union guaranteed, and may lose value.