DLAK Advisors is proud to spotlight one of the newest members of our team, Will Bachman, whose passion for helping others and eagerness to grow in the industry have made an immediate impact.

Recruited at a University of Cincinnati career fair just months before his  graduation in December 2024, Will joined the team with a strong academic foundation — earning his degree in Finance and Marketing, summa cum laude. He came to DLAK with a year of internship experience within the Financial Services Industry and immediately hit the ground running.

Working closely with Rob and Jenny, Will is helping support many of our client relationships and quickly becoming a valuable part of the team. He’s also been an active contributor to the firm’s social media and podcast efforts, helping to create content that not only shares who we are but also educates clients and the broader public on financial topics that matter.

Will has already passed his Series 7 exam and plans to pass the Series 66 by the end of 2025. Talking about someone setting their goals high from the get-go, long term, he aspires to become a partner at DLAK—continuing our legacy of integrity, client-first service, and collaborative growth.

If you see Will around the office or in the community, be sure to give him a warm DLAK welcome!