Administrative Team
Tracy Blea
Executive Assistant
Tracy, a native of Colorado, brings over 25 years of administrative experience to Charter. She began her career as a Legal Secretary in her hometown until she moved into Court Judicial as a Division Clerk and Division Manager for judicial officers and court staff. In 2005 she moved to Denver to work in Judicial Administration. She worked as a Business Analyst in the IT Department for the State Court Administrator, where she travelled the state, training and assisting in court processes. She enjoys working with technology and putting her technical background to good use here at Charter. She loves meeting all the clients here at Charter and when out of the office, she enjoys baking and spending time with family.
Marquis Wiese
Office Manager
Marquis Wiese serves as Office Manager for Charter Financial Resources, where she helps ensure the day-to-day operations of the office run smoothly and efficiently. With nearly a decade of experience in the financial services industry, Marquis brings a strong background in client service, account operations, and administrative management.
Before joining Charter Financial Resources, Marquis worked with Alps Fund Services in a variety of operational and investor service roles, where she developed extensive experience handling account maintenance, transaction processing, shareholder communications, and client support. Her attention to detail, organizational skills, and commitment to excellent service make her a valuable resource for both clients and staff.
As Office Manager, Marquis assists with office coordination, client communications, operational support, and helping create a welcoming and professional experience for every client interaction. She takes pride in building strong relationships and ensuring clients feel supported throughout their experience with the firm.
Marquis attended Johnson & Wales University in Denver and continues to build on her experience within the financial services industry.
Angella Crabb
Executive Assistant
Angella Crabb serves as Administrative Assistant for Charter Financial Resources, bringing more than 20 years of experience in the financial services industry. Throughout her career, she has worked in a wide range of roles, including operations, compliance, client service, marketing support, and financial office management.
Prior to joining Charter Financial Resources, Angella held positions with several financial firms, including A.G. Edwards, MetLife, Flagship Financial Partners, Ziegler Wealth Management, and various independent financial planning practices similar to Charter. Her background includes assisting financial advisors with client relations, account administration, compliance oversight, seminar coordination, operational management, and retirement planning support.
Angella’s broad industry experience allows her to provide exceptional organizational and administrative support while helping create a smooth and welcoming client experience. She is known for her attention to detail, strong communication skills, and dedication to providing high-quality service to clients and advisors alike.
She previously held FINRA Series 7 and Series 66 licenses, along with Life and Health Insurance licenses, and has extensive experience supporting high-net-worth clients and independent financial advisors.