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BACH Investments Plus, LLC is a fee based, full service financial planning office. We specialize in assisting individuals, institutions and businesses to achieve their financial goals. Our areas of expertise include: Investment Planning, Income Strategies, Retirement Plans including Rollovers, Life & Health Insurance Planning, and Long Term Care Insurance Planning.

Who We Are

Our advisors provide a customized financial strategy for each client based on their individual needs and goals.

Our team of support staff consists of experienced individuals with a “hands on” approach to serving you. Not only do clients find our staff members knowledgeable, but they also discover that our staff is committed to providing prompt and courteous service tailored to suit your particular needs.

Vernon G. Baker, QFP, ChFC®, CFS® Photo

Vernon G. Baker, QFP, ChFC®, CFS®


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Jonathan W. Webb, CFP®  Photo

Jonathan W. Webb, CFP®


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Carol D. Truluck, CFP® Photo

Carol D. Truluck, CFP®

Financial Advisor

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Richard A. Norkun, RFC Photo

Richard A. Norkun, RFC

Financial Advisor

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Robert “Kim” Dickson Photo

Robert “Kim” Dickson

Registered Assistant

Kim has over 50 years experience in the investment industry. He joined BACH in 2018, and is now serving his clients as a Registered Assistant so he can enjoy more time with his wife in their West Hartford home.

Raymond Serra, CPA Photo

Raymond Serra, CPA

Ray is a licensed Certified Public Accountant serving individuals and small businesses with over 20 years of experience. He lives in East Hampton with his wife.

Robert Bishop, ChFC® Photo

Robert Bishop, ChFC®

Wealth Advisor

Rob is a Wealth Advisor at Bach Investments Plus, LLC., serving the specialized needs of retirees and pre-retirees.  His main focus is you, our client. With an attention to detail and a willingness to provide assistance, Rob reviews all areas of your financial plan.  Rob has over 10 years of experience in the financial services industry.   He continues to educate himself in an effort to help serve you better. Please feel free to contact Rob with any of your account needs.

Heather Rutsch* Photo

Heather Rutsch*

Service Manager

Heather has worked in the Berlin office since 2004, and is responsible for providing awesome customer service! Heather lives in Bristol with her husband and three sons, and when she’s not at work, she can often be found cheering them on in hockey rinks near and far.

*Not Registered with Royal Alliance Associates, Inc.

SueEllen Daly* Photo

SueEllen Daly*

Sr. Account Executive

SueEllen is responsible for opening new accounts and coordinating our excellent client events in our Berlin office! She has over 24 years of experience in the investment industry, and has been with BACH for 5+ years. When SueEllen isn’t at work, she enjoys reading, yoga and walks in her hometown of Southington.

*Not Registered with Royal Alliance Associates, Inc.

Berenice Toomey-Welch* Photo

Berenice Toomey-Welch*

Office Assistant

Bernie’s most important job is keeping the Berlin office stocked with chocolate! Her other duties include directing incoming calls, and scheduling client review appointments. Bernie is a retired teacher and has been with BACH for over 15 years. She enjoys spending time with friends, yoga and peanut m&m’s.

*Not Registered with Royal Alliance Associates, Inc.

Maureen O'Brien* Photo

Maureen O'Brien*

Client Communications Coordinator

Maureen is responsible for directing incoming calls, greeting clients, and scheduling appointments.  She has over 20 years of customer service experience.  When Maureen is not at work, she enjoys exploring nature trails, yoga, and playing music.  Maureen lives in East Hampton with her two children.

*Not Registered with Royal Alliance Associates, Inc.

How we do business is as important as the business we do.

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First Meeting:

Collect data & discuss goals and financial concerns

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AFTER First Meeting but BEFORE Second Meeting:

Analyze data

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Second Meeting:


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Icon of hands holdingConfidentiality

Icon of people shaking handsAssist in Managing Expectations

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icon of a spyglassImplement & Monitor

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