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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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Anthony D’Aurio, CPA  Photo

Anthony D’Aurio, CPA

Financial Advisor

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Raymond Serra, CPA Photo

Raymond Serra, CPA

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Robert “Kim” Dickson Photo

Robert “Kim” Dickson

Registered Assistant

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Heather Rutsch* Photo

Heather Rutsch*

Service Manager

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*Not Registered with Royal Alliance Associates, Inc.

SueEllen (NOT Sue!) Daly* Photo

SueEllen (NOT Sue!) Daly*

Client Engagement Manager

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*Not Registered with Royal Alliance Associates, Inc.

Berenice (NOT Brittany!) Toomey-Welch* Photo

Berenice (NOT Brittany!) Toomey-Welch*

Office Assistant

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*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:


icon of people helping each other climb a hillTrust

Icon of hands holdingConfidentiality

Icon of people shaking handsAssist in Managing Expectations

Icon of a checklist on a clipboardFinancial Planning

icon of a calendarTax Planning

icon of a spyglassImplement & Monitor

Newsletters, Informational Articles, Economic Updates & Helpful Links

Client Center

Contact Us

Check the background of this firm/advisor on FINRA’s BrokerCheck.