Our Qualifications

Professional Staff:

Sally Bruch is a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL having received her CFP® certification in 1994.  She also earned her certification as a Certified College Planning Specialist in 2007.  Sally is a member of the Financial Planning Association, is a registered representative with SII Investments, Inc. and is a member of the National Institute of Certified College Planners.  To stay on top of her field, she regularly attends industry training and certification programs.  Sally has worked in financial services in the DeKalb-Sycamore area since 1974.  She is active with the Sycamore Rotary Club, Sycamore Chamber of Commerce, and serves on committees at her local church.  Sally is a native of Kirkland and lives there on a farm with her husband, John.  Her son, Carl and daughter-in-law, Kate, live in Texas.