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.
Financial Advisor, Midwestern Wealth Management
Samantha Evans is a Financial Advisor and Operations Coordinator for Midwestern Wealth Management. Samantha’s mission in her planning practice is to help clients align their finances with their values, improve financial decision-making and behavior, take advantage of opportunities and avoid pitfalls, minimize financial stress, and find contentment through a financial planning process in a one-on-one setting. Her mission in her Operation Coordinator role is to work 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 holds a Bachelor of Science Degree in Financial Services and Finance from Wright State University. Additionally, she obtained her Financial Paraplanner Qualified Professional™ designation in 2020.
Samantha resides in West Carrollton. She enjoys time with her family, friends, and puppies. Her favorite past times include horseback riding, kayaking, and hiking.
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.
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.
Masters in Business Administration (MBA) from the University of Dayton. Studies focused on Business Administration and Management.