Our Mission to Deliver Is Never-Ending
At Thatcher Wealth Management, we’re called to serve. We’re wholeheartedly committed to integrity and innovation because every financial strategy we craft is designed to help empower your life’s purpose.
William Thatcher, NSSA®
FOUNDER, PRESIDENT & WEALTH ADVISOR
A robust financial plan is designed to help clients pursue a confident retirement. William Thatcher, founder, president and wealth advisor of Thatcher Wealth Management, helps his clients create plans tailored to their specific needs.
Being a Series 65 investment adviser representative (IAR), life and health insurance licensed and National Social Security Advisor (NSSA) designation holder, William can help lead you through your financial planning process. Couple this with his degree from Calvin University, and you have a knowledgeable financial professional to work with. As an independent Investment Advisor Representative, he is able to offer custom tailored strategies to help you pursue your ideal retirement.
At the start of his journey, William saw success when he founded Anvil, an award-winning company*, building plans to help Americans save money.
After his success leading that company, William was inspired to further pursue his goal of serving by focusing on optimal financial strategies for retirement here in west Michigan. William is passionate about giving back to the community by helping clients create confident retirements and lasting legacies as a wealth advisor.
When William isn’t in the office or teaching retirement classes, he enjoys spending time with his wife, Annika, their golden retriever, Benson, and their cat, Lucy. You might also find him volunteering at church, playing tennis, hiking, exercising, reading, or sharing meals with friends.
*Start Garden (SG) is a paid membership organization comprised of professionals of varying specialties. SG is a 501(c)(3) non-profit organization whose focus is to provide financial education to individuals, businesses, and organizations through member professionals. The SG logo and/or trademarks are property of their respective owners and no endorsement of William Thatcher or Thatcher Wealth Management is stated or implied.
National Social Security Advisor Certificate Program (NSSA®) is a certification created by the National Social Security Association, a for-profit entity. The NSSA® Certificate Program grants a Certificate to those who complete the one-day course and pass the proctored assessment. NSSA® is independently accredited by The Institute in Credentialing Excellence (ICE). NSSA® is not affiliated with, nor endorsed by, the Social Security Administration or any governmental agency.
Michael Greenlund, RSSA®
WEALTH ADVISOR
As a dedicated wealth advisor, Michael is committed to helping individuals and families reach their financial goals. With a Series 65 certification, Life and Health certification, and a certification as a Registered Social Security Analyst (RSSA), he brings a wealth of knowledge to the table. Michael’s genuine interest in clients’ personal stories allows for tailored guidance that meets each client’s unique needs.
At the core of his philosophy is the belief that informed clients are empowered clients. Michael excels at simplifying complex financial concepts, ensuring that clients feel confident as they navigate their financial journeys. Teaching and coaching are at the heart of his approach.
Outside of work, Michael enjoys spending quality time outdoors with his wife and sons, engaging in activities like hiking, biking, camping, and making memories by the water. He also has a passion for reading, always eager to learn more and expand his horizons.
With his experience and personal approach, Michael is ready to work with clients to preserve their financial futures and turn dreams into reality.
The designation RSSA® (Registered Social Security Analyst®) is a registered trademark owned by NARSSA, The National Association of Registered Social Security Analysts Ltd. The National Association of Registered Social Security Analysts, Ltd. has no affiliation with the Social Security Administration or any other government agency.
Aubrey Mumper
OFFICE MANAGER
Aubrey serves as our Office Manager, overseeing day-to-day operations while ensuring every client interaction reflects the care, clarity, and excellence Thatcher Wealth Management is known for.
With a degree in finance and a strong background in customer service, Aubrey brings both technical understanding and genuine care to every interaction. She enjoys building relationships with clients and takes pride in making sure their experience with Thatcher Wealth Management is seamless, and organized. We believe that experience and attention to detail make all the difference, and Aubrey helps ensure that standard is met every day.
David Wolf
CLIENT SERVICE SPECIALIST
David serves as our Client Service Specialist, helping ensure smooth and efficient experience for every client. His role focuses on facilitating the onboarding process, managing new client applications, and maintaining accurate records. David is committed to maintaining seamless operations that keep client satisfaction at the forefront.
With a degree in Actuarial Science, David brings a solid background in finance and insurance, allowing him to contribute technical expertise to the team. His attention to detail and problem-solving skills helps ensure that complex financial processes are handled with precision. David’s previous experience in customer service has shaped his client-centered approach, emphasizing attentive listening and creative solutions to meet each client’s unique needs.
Before joining Thatcher Wealth Management, David worked in roles that honed his ability to build meaningful relationships. From his early career in Christian bookstores to managing wholesale operations for a publisher, he gained valuable skills in communication, logistics, and customer care.
Outside the office, David enjoys spending time with his wife, their growing family, and their church community. He’s an avid reader, a fan of classic films, and always eager to explore new ways to enrich his understanding of the world around him.
Megan Tap
CLIENT OUTREACH COORDINATOR
Megan is a dedicated marketing professional specializing in event planning and execution, bringing warmth and care to every interaction at Thatcher Wealth Management. She graduated from Hope College with a business degree, where she also played collegiate softball. Megan develops engaging workshops, dinner seminars, and private events designed to connect and educate individuals and families throughout West Michigan. She’s passionate about building and nurturing meaningful client relationships every day.
