Our Team
St Croix Financial
Adam Swanda - LPL Investment Advisor Representative
Adam J. Swanda began working as an independent financial consultant providing investment and insurance sales in 1998. In 2003, Adam founded St Croix Financial, a niche retirement, life insurance, and financial services firm where he takes a “client-first” approach, which allows him to align client needs with a wide variety of resources. Adam is a graduate of the University of Wisconsin-River Falls with a Bachelor of Science in Business Administration, with an emphasis in Finance.
Adam holds Series 7, 63, and 65 Licenses with LPL Financial, as well as a Wisconsin Life and Health Fixed/Variable Annuity Insurance License, and is a member of Financial Services Institute.
Debra L. Jensen - Sales Assistant
Deb Jensen comes to St Croix Financial with twenty plus years of industry experience. She prides herself on offering great customer service in the investment and insurance arena. Putting the customer first is her motto. In her free time, Deb enjoys spending time with her family, reading, art, crafts, and walking.
Phone: (715) 246-5432
Fax: (715) 246-7524
Kellie Burch - Sales Assistant
Kellie has over a decade of experience in banking and finance in St. Croix County after moving to the area. She has a Bachelor's degree from Minnesota State University - Mankato. In her free time, she chauffeurs her young family to community activities.
