Markle Financial LLC

Taylor Barton is a financial advisor at Markle Financial LLC in Laramie, WY, holding a Series 65 designation with four years of industry experience. Prior to joining Markle Financial in 2020, he worked at American Truck Business Services, UniWyo FCU, The Navigators, the University of Wyoming, and Laramie County Community College. Markle Financial provides portfolio management, co-advisory services, and financial planning to individuals, high-net-worth clients, and sponsors of pension and profit-sharing plans. The firm employs a range of analytical approaches and conducts due diligence on third-party managers while also serving as investment adviser to a private pooled investment fund.

Shannon Markle is a financial advisor at Markle Financial LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Markle Financial and affiliated entities since 2011. Outside of advisory work, he is a licensed insurance agent and is involved in managing real estate investments and a real estate investment fund. Markle Financial LLC provides portfolio management, co-advisory services, and financial planning to individuals, high-net-worth clients, and plan sponsors. The firm employs a range of analytical approaches across multiple asset classes and conducts due diligence on third-party managers while serving as adviser to a private pooled investment fund.

Robert Teague is a financial advisor at Markle Financial LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Teague serves as Executive Director of the Eden Bridge Foundation and is a board member and treasurer for Jessica and Friends Community, a nonprofit supporting individuals with disabilities. Markle Financial provides discretionary and non-discretionary portfolio management, co-advisory services, and financial planning to individuals, high-net-worth clients, and pension and profit-sharing plan sponsors. The firm employs a range of analytical approaches and conducts due diligence on third-party managers, while also serving as adviser to a private pooled investment fund.

Joseph Schwartz is a Series 65 licensed advisor with Markle Financial LLC in Laramie, WY, where he has worked since 2023. His prior experience includes roles at the University of Wyoming and in the hospitality and retail sectors. Markle Financial provides portfolio management, co-advisory services, and financial planning to individuals, high-net-worth clients, and pension plan sponsors. The firm uses a combination of analytical approaches and conducts due diligence on third-party managers while offering advisory and operational support to its affiliated private pooled investment fund.