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