Vernon G. Baker is a dedicated financial professional, educator, and community advocate with a rich background in both finance and academia. After earning degrees from the University of Vermont and Brown University, he pursued a career that blends intellectual rigor with financial expertise, earning multiple professional designations, including Certified Fund Specialist® (CFS®) and Chartered Financial Consultant® (ChFC®). A founding member of BACH Investments Plus, LLC, Vern has been guiding clients in the financial services industry since 1984 with a thoughtful and client-centered approach.

Beyond finance, Vern has a deep passion for education and service. He has taught at esteemed institutions such as MIT, Brown University, and the University of Massachusetts at Boston and is the author of three books and numerous articles. His commitment to giving back is evident in his roles on the Board of Directors and Trustees for the Friendship Service Center in New Britain, as well as his involvement with the Lions Club and the Investment Committee of the First Baptist Church in West Hartford.

Vern resides in New Britain, Connecticut, with his wife, Reverend Katherine Fagerburg, embracing both his professional and community roles with warmth, humility, and dedication.

Jonathan W. Webb is a dedicated financial professional with over three decades of experience in the industry. Earning his Certified Financial Planner® (CFP®) designation in 2001, he has built a career helping individuals and families navigate their financial futures. As a member of BACH Wealth Management, LLC, and an Investment Advisor Representative with Osaic Wealth Inc., Jonathan brings expertise gained from working with industry leaders such as American Express, Chase Manhattan Bank, and LPL Financial.

Beyond his professional accomplishments, Jonathan is deeply committed to his community. He has served on the Canton Board of Education, co-founded the Canton Education Foundation, and contributed to local initiatives such as the Elderly Tax Relief Committee and the Town Pension Commission. An advocate for youth development, he led the Litchfield County BMX Group, coached youth soccer for six years, and shared his financial knowledge by teaching retirement planning courses in local adult education programs.

Jonathan and his family reside in Canton, Connecticut, embracing both his professional and community-driven passions with humility and dedication.

Rob is a Wealth Advisor at Bach Wealth Management, 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 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 Osaic Wealth inc.  

SueEllen is responsible for opening new accounts and coordinating our excellent client events in our Farmington 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 Osaic Wealth inc.  

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 Osaic Wealth inc.