Leadership

Brian R. Bach

Founding Partner

With over 30 years of experience, Brian has dedicated his career to providing a high level of quality financial counsel and outstanding client service. Brian helps his clients build and protect wealth by maximizing the value of their assets and enhancing their protection through strategically integrated and holistic solutions, allowing them to achieve financial success. Brian has received numerous industry awards at the highest levels, as well as being an active member in several local Chambers of commerce, Business Networking International, and The Connecticut Estate and Planning Council.

Brian lives in Milford, Connecticut with his wife Caryn and their son Alexander. Together they enjoy sailing, skiing and hiking, in and around the New England region.

Scott J. Jacob

Founding Partner

Scott has been in the financial services industry for over 15 years. He, specializes in comprehensive estate, insurance and wealth management strategies. Scott also works with corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs. Scott holds a FINRA Series 6 and 63 Registration and is Life & Health insurance licensed in several states.

Scott holds the designation of ChFC, (Chartered Financial Consultant), CLTC (Certified Long Term Care Consultant) and NSSA Certification (National Social Security Advisors) Scott is a graduate of Fairfield Prep where he played varsity hockey for 4 years. Scott graduated from Johnson & Wales University where he earned his bachelor’s degree while also playing Hockey for four years. Scott was recently inducted to the Johnson & Wales Athletic Hall Of Fame (class 2005, Hockey). Scott lives in Milford, Connecticut with his wife Lianne and their daughter Alexa. Scott enjoys playing golf, skiing and spending time with his family while being an active part of the community.