Advisors

Vernon G. Baker, QFP, ChFC®, CFS®

vbaker@bachinvest.com

Born in 1951, Vernon G. Baker received a Bachelor of Arts degree, summa cum laude, from the University of Vermont in 1973; a Master of Arts degree from Brown University in 1975; and a Doctor of Philosophy ABD (all but dissertation) from Brown University requirements completed in 1979. The Institute of Business and Finance conferred the designation of Certified Fund Specialist® (CFS®) on Mr. Baker in 1998, while The American College conferred the designation of Chartered Financial Consultant® (ChFC®) on Mr. Baker in 2002. In 2004 Mr. Baker also received the designation of Qualified Financial Planner (QFP) from the International Association of Qualified Financial Planners.

Mr. Baker is a founding member of BACH Investments Plus, LLC. He is also an Investment Advisor Representative and Registered Representative affiliated with the broker dealer Royal Alliance Associates, Inc. He has worked in the financial services industry since 1984. Additionally, Vern has served in various community positions and is currently a member of the Board of Directors as well as the Board of Trustees of the Friendship Service Center of New Britain, Connecticut. He is also a member of the Lions Club, New Britain, Connecticut. He also serves as a member of the Investment Committee of the First Baptist Church, West Hartford, Connecticut.

Mr. Baker is the author of three books, numerous articles and reviews, and has served on the faculties of MIT, Brown University and The University of Massachusetts at Boston. Vern lives in New Britain, Connecticut with his wife the Reverend Katherine Fagerburg, Chaplain of Connecticut Baptist Homes, Inc., and their two children.

CREDENTIALS/TITLES:
General Securities Representative - Series 7
Uniform Securities Agent - Series 63
Uniform Investment Adviser - Series 65
General Securities Principal - Series 24
Municipal Fund Securities Limited Principal - Series 51
Certified Fund Specialist®
Chartered Financial Consultant®
Qualified Financial Planner
Investment Adviser Representative

State of Connecticut Insurance Department Producer License:
Life Insurance
Accident/Health Insurance
Variable Annuities
Variable Life
Fraternal Agent - Life, Accident/Health
Property/Casualty

Jonathan W. Webb, CFP®

jwebb@bachinvest.com

Born in 1969, Jonathan W. Webb received an Associates of Arts degree, commendable scholar, from the Mitchell College in 1990 and a Bachelor of Science degree from Central Connecticut State University in 1992. The Certified Financial Planner Board of Standards, Inc. conferred the designation of Certified Financial Planner® (CFP®) on Mr. Webb in 2001. In 2004 Mr. Webb also received the designation of Qualified Financial Planner (QFP) from the International Association of Qualified Financial Planners.

Mr. Webb is a member of BACH Investments Plus, LLC. He is also an Investment Advisor Representative and Registered Representative affiliated with the broker dealer Royal Alliance Associates, Inc. He has worked in the financial services industry since 1993 and has had previous affiliations with American Express, Chase Manhattan Bank, NA, and LPL Financial Services, Inc.

Additionally, Jonathan currently serves as President of the Litchfield County BMX Group, Inc. He is a former member of the Board of Education in Canton and was a founding board member of the Canton Education Foundation, Inc. and has served on their advisory board. He has also served on the Town of Canton Pension Commission and was a member of the Town’s Elderly Tax Relief Committee. He coached soccer for six years for the Canton Youth Soccer Association. Mr. Webb has also taught retirement planning classes through the Adult Education departments in the towns of Newington and Wethersfield. Jonathan lives in Canton, Connecticut with his wife Elizabeth and their two children.

 

CREDENTIALS/TITLES:
General Securities Representative - Series 7
Uniform Securities Agent - Series 63
Uniform Investment Adviser - Series 65
General Securities Principal - Series 24
Municipal Securities Principal - Series 53
Certified Financial Planner®
Qualified Financial Planner
Investment Adviser Representative

State of Connecticut Insurance Department Producer License:
Life Insurance
Accident/Health Insurance
Variable Annuities
Variable Life
Fraternal Agent - Life, Accident/Health

Carol A. Truluck, CFP®

ctruluck@royalaa.com

Carol A. Truluck received her Bachelor of Arts degree, cum laude, from Albertus Magnus College and a Master of Science degree from Southern CT State University. The Certified Financial Planner Board of Standards, Inc. conferred the designation of Certified Financial Planner (CFP®) on Ms. Truluck in 1988.

Ms. Truluck is a Certified Financial Planner® associated with BACH Investments Plus, LLC in Berlin, CT with her office in Hamden, CT. She is also an Investment Advisor Representative and Registered Representative affiliated with the broker dealer Royal Alliance Associates, Inc.Ms. Truluck has worked in the financial services industry as a Registered Representative since 1976 when she began her career with Waddell & Reed, Inc.In 1984 Carol opened her own practice, Financial Strategies Group, when she became affiliated with Titan Value Equities as a Branch Manager. For her performance Titan awarded Ms. Truluck membership in their Circle of Champions. When Titan was bought out by Mutual Service Corporation, Carol continued as Branch Manager and achieved the level of Presidents Club for outstanding client service.

Since the beginning of her career Ms. Truluck has focused on retirement planning and, with her previous background in teaching, she assembled and presented financial planning seminars at several major companies including United Technologies Corporation, Southern New England Telephone/AT&T, United Illuminating, and Schick/Pfizer.Additionally Ms. Truluck taught classes on retirement and financial planning at several high schools and Albertus Magnus College.

Ms. Truluck has been a member of the Financial Planning Association (FPA), since the mid 80’s and has served as President of the Greater New Haven Chapter where under her leadership, the Chapter was presented the Award of Excellence for Outstanding Achievement for Most Improved Chapter.

Ms. Truluck resides in Cheshire where she is active in community affairs and has served on the Beautification Committee. Carol has 2 children and 3 grandchildren.

CREDENTIALS/TITLES:
General Securities Representative - Series 7
Uniform Securities Agent - Series 63
Uniform Investment Adviser - Series 65
General Securities Principal - Series 24
Certified Financial Planner®
Qualified Financial Planner
Investment Adviser Representative

State of Connecticut Insurance Department Producer License:
Life Insurance
Accident/Health Insurance
Variable Annuities
Variable Life