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.

Robert A. Bishop is a Chartered Financial Consultant® (ChFC®) with a strong background in personal wealth management.

With over a decade of experience in wealth management, Robert has helped individuals and families navigate complex financial decisions through every stage of life. He specializes in comprehensive financial planning, with a focus on retirement planning, tax planning, investment strategy,  and risk management.  As a ChFC® professional, he is committed to delivering clear, personalized guidance and long-term strategies that align with each client’s goals—helping them move forward with clarity and confidence.

Robert values the importance of community and is passionate about helping local families build, manage, and preserve their financial legacies. He resides in Vernon, Connecticut with his family.

Jeremy is a Certified Financial Planner™ professional with a strong background in both corporate finance and personal wealth management. After earning a degree in Accounting from Central Connecticut State University, Jeremy was selected for a competitive Financial Leadership Program at a Fortune 500 company, where he gained foundational experience in financial strategy and operations.

With five years in corporate finance and the past three years dedicated to wealth management, Jeremy now focuses on comprehensive financial planning tailored to each client’s unique goals. His expertise includes retirement planning, investment strategy, tax-efficient planning, and risk management. As a CFP® professional, Jeremy takes a holistic, client-centered approach—prioritizing long-term financial health, clear guidance, and customized solutions designed to help clients feel confident about their financial future.

 Originally from the area, Jeremy values strong community connections and takes pride in helping families build and preserve their financial legacies.

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.