Marc Wheeler

Registered Representative, Vice President, Partner

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 and his wife Kim Wheeler, are the proud parents of three 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, mountain biking, rock climbing and skiing.

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.


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Phone 720-344-5386