Wms Thatcher

Wms Thatcher serves as Vice President and Senior Investment Officer at Check Capital Management Inc., based in Orange County, CA. In this role, Mr. Thatcher is responsible for advising existing clients and educating prospective clients about the firm’s investment programs, focusing on asset management and client engagement. He contributes to the management of stock and bond portfolios primarily composed of industry-leading securities, with particular emphasis on long-term, value-oriented investments in equities and high-quality fixed-income instruments.

His career spans over 20 years in the financial services industry, including a notable tenure as Vice President and Financial Consultant at Charles Schwab & Co., Inc., and a period as Operations Manager at Victory Sheet Metal. Prior to joining Check Capital Management, he also worked as Financial Advisor for IDS Financial Services (an American Express Company).

Mr. Thatcher holds the Accredited Asset Management Specialist℠ (AAMS®), Chartered Retirement Planning Counselor™ (CRPC™), and Wealth Management Specialist™ (WMS™) designations from the College for Financial Planning, underscoring his expertise in portfolio management, retirement income planning, and asset allocation strategies. His investment work particularly encompasses stocks, corporate and municipal bonds, stock options, and comprehensive retirement planning for high-net-worth individuals.