Marc Wheeler

Marc Wheeler

Registered Representative, Vice President, Partner

 

 

 

 

 

Marc works with clients from FT Collins to  CO Springs. Born in Southern Colorado, Marc is native to our great state.   Marc joined Charter Financial Resources in 2009 as an assistant to the CEO after graduating College.  Marc has also served as the firm's Vice President of Marketing.  Marc is currently a partner in the firm and is one of the firm’s retirement planners and investment advisor representatives.   As a Registered Representative, he holds Series 6, 62,63  & 65 securities licenses, and is licensed in multiple states for securities and insurance.

Marc holds a BA in Technology Management from Utah Valley University.  He is married to the locally known professional photographer, Kim Wheeler, and they are the proud parents of two daughters and two sons.  Marc serves at a community level in his church working with the youth in his congregation.  The Wheeler family enjoys many outdoor activities Colorado has to offer but especially hiking, biking and climbing at the many state parks.

With his experience and education in several industries, Marc has been well prepared to educate and help clients of all ages and backgrounds prepare for and enter retirement.

 

Connect with Marc on LinkedIn

 

Click Here to Schedule an Appointment

 

 

Phone 720-344-5386