Chief Executive Officer – Midwestern Wealth Management & Invest Capital PartnersVice President & Secretary, Bond-Tech, Inc.
Will Bach is Chief Executive Officer, and a Financial Advisor of Midwestern Wealth Management. Will works with clients to analyze their financial situations and assess how to best meet their individual needs. Will believes that serving clients financial and investment needs begins with building strong, lasting partnerships. He starts this process by carefully listening to what each client says about their unique financial situation and their goals for the future. Then, each step along the way, he actively supports and cultivates every relationship by always keeping the needs of his clients first and foremost.
Before Will pursued his career in finance he was a police officer in the Indianapolis, Indiana area for the Beech Grove Police Department for nearly 5 years. Will graduated with his bachelor’s degree in Law and Society in 2004 at The Purdue University. He then secured his MBA at Indiana Wesleyan University in 2009, after finishing his MBA he began studying to take the Certified Financial Planner™ examination. He secured the CFP® designation shortly after, in 2012. While he was pursuing his CFP® marks, he attained his Certificate in Financial Planning from Boston University in 2010.
Will takes pride in community involvement. He served on the Society for Improvement and Condition of Stray Animals (SICSA) board of directors from 2010 to 2020. He also has served on the board of the Dayton Area Better Business Bureau (BBB) since 2016, and currently serves as secretary. Will has actively coached several of his children's sports teams and likes to remain actively involved with local youth sports programs.
*Will Bach is a Registered Representative with L.M. Kohn & Company
Chief Investment Officer, Midwestern Wealth Management & Invest Capital PartnersPresident, Bond-Tech, Inc.
Brad Drager is a Financial Advisor and Chief Investment Officer of Midwestern Wealth Management and President of Bond-Tech, Inc. Brad has a vast knowledge of financial markets, planning strategies and retirement plan alternatives to both institutions and individuals. He is a thoughtful, attentive advisor whose mission is to develop, implement and monitor appropriate plans for his clients. Clients appreciate his willingness to listen to their specific needs, and his dedication to assisting them in the development of customized financial plans. Brad specializes in financial planning, investment analytics, fixed income trading, and portfolio management.
Brad believes in putting the client first and knows the importance of client involvement and interactions in today’s dynamic markets. He strongly believes that client service is the pillar to a long-lasting relationship supported by attention to detail.
Brad holds a Bachelor of Science degree in Business with a concentration in Finance. Additionally he obtained his Chartered Retirement Plans Specialist℠ designation in 2009. Brad is involved in his home community; he is President of the Greene Optimist Club, a mentor to fifth grade students, and a member of the Dayton CFA society.
Brad resides in Beavercreek with his wife, Laura, a teacher in the West Carrollton City School District, daughter, Nora and son, Evan. Brad spends most of his spare time with friends and family and enjoys boating, golfing and, most of all, snow skiing.
Chief Compliance Officer, Invest Capital PartnersChief Compliance Officer, Bond-Tech, Inc.Branch Manager, L.M. Kohn & Company
Tanya Olvera is responsible for driving the compliance and supervision strategy for our firm. Her time is devoted to assisting advisors and associates in navigating the regulatory environment through education, collaboration, and the implementation of forward-thinking solutions.
Originally from St. Petersburg, FL, Tanya now resides in Miamisburg with her sons Damien and Emilio.
*Tanya Olvera is a Registered Representative with L.M. Kohn & Company
Financial Paraplanner, Midwestern Wealth Management
Samantha Evans is a Financial Paraplanner for Midwestern Wealth Management. She works with clients and advisors to coordinate the completion of day-to-day operations tasks or requests. She monitors and manages ongoing operational work flows to ensure client expectations and company goals are met.
Samantha believes with effective client interactions and a high level of customer service she can help her advisors go above and beyond for their clients.
Samantha holds a Bachelor of Science Degree in Financial Services and Finance from Wright State University.
Samantha resides in Fairborn. She enjoys time with her family, friends, and puppies. Her favorite past times include kayaking, hiking, and watching movies.
Allison Durnbaugh is a Sales Assistant with Midwestern Wealth Management. Allison works with advisors to manage day-to-day operational activities.
Allison believes that financial investing is very personal and works to foster relationships with clients to offer the highest quality of customer service.
Allison acquired her Bachelor of Science Degree in Business Administration with a concentration in Finance from Bowling Green State University in 2000.
Allison serves as the Co-Coordinator for the Academic Volunteer Program at both Centerville Primary Village North and Driscoll Elementary School. She also is a part of the executive leadership team for Relay for Life of South Dayton and serves on the board of the Centerville Coed Dance Team in her free time.
Financial AdvisorCertified Health Savings Advisor
Mark Walters is a Financial Advisor of Midwestern Wealth Management. He enjoys working with small business owners to implement financial strategies which allow them to concentrate on growing their businesses. Mark develops and implements investment strategies that are tailored to meet the specific needs of every client. He is well versed in the design and development of retirement plan and also advises on individual wealth accumulation, preservation and distribution through the creation of customized investment strategies.
Mark obtained his Chartered Retirement Plans Specialist (CRPS) and Certified Plan Fiduciary Advisor (CPFA) designations as well as his Nonqualified Plan Advisor Certificate (NQPA) to facilitate his focus on retirement plans. While with Raymond James he completed the firm’s Investment Management Consultant (IIMC) program which emphasizes an in-depth process of identifying a client’s objectives, developing an appropriate portfolio to meet those objectives and maintaining the quality of the portfolio over time. He attended The Ohio State University and is Series 66 and insurance licensed.
Mark is a current member of the Ohio Commodores. He is a former Board Member of the Licking County Chamber of Commerce and former member of Newark-Heath Rotary International. He has served on United Way Campaign committees and was a past President of Moundbuilders Country Club.
Financial Advisor, Midwestern Wealth Management
Michael Drummond is a Financial Advisor with Midwestern Wealth Management based in Columbus. Michael believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients realize their long-term financial goals. He provides a comprehensive approach to: wealth management, risk management, estate planning, and investment policy development to corporate leaders, high net worth individuals, and nonprofit institutions.
Prior to beginning his career at Raymond James, he was a veteran of the hedge fund industry working for Bridgewater Associates where he helped them build high performing teams throughout their investment engine. He also spent 20 years as an entrepreneur building and managing an organizational design and human capital consulting firm serving some of the world’s most respected hedge funds and alternative asset managers.
Michael holds the Series 66, and the Ohio life and long-term care insurance licenses. He has also earned the Certified Estate Planner ™ and Accredited Asset Management Specialist™ certifications. He received his Bachelor of Arts degree in Psychology from The Ohio State University.
Originally from Northeastern Ohio, he lives in Columbus and is active in the community as a volunteer for organizations such as: The Ohio Masonic Home, The Ronald McDonald House, and The Columbus School for Girls. He is a member of the York Lodge No. 563 Free & Accepted Masons, as well as the Valley of Columbus Scottish Rite. He enjoys snowboarding, mountain biking, tennis, and collecting vintage vinyl. Michael and his wife, Annie, have two children, Katie and Josie.
Brandon Creech's experience in the financial services industry and his prior service in the United States Air Force gives him a unique perspective on what it means to serve clients and country. Helping people manage what they have worked a lifetime to accumulate and continue to plan for the future is an incredibly important responsibility to which he is fully devoted.
Brandon is focused on meeting the financial needs of clients in his community by being an ally who puts your interests first. He'll help you adjust to life's changes and always keep your long-term goals in view, because he knows you've worked hard, you've saved, made sacrifices and should be invested well. That's why he is honored to help you and others in his area achieve more confidence in their financial futures. His primary areas of focus are financial planning, investment management, estate planning/settlements and divorce planning.
Brandon obtained his Bachelor of Science degree in Finance from Wright State University and has obtained the following designations: Certified Financial Planner, Certified Divorce Financial Analyst, Certification for Long-Term Care and Accredited Estate Planner. To complement this training he is an active member with the Miami Valley Estate Planning Association and the Institute of Divorce Financial Analysts.
He has been married to his wife, Sarah, for over 12 years and together they have 3 children. Their two older children, Hope & Lily, are in college, while their youngest, Vincent, is serving in the United States Air Force.