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.
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.