Our Team

Our team is comprised of a core group that focuses on the institutional market space. We direct a larger group of professionals around the country who work in collaboration with us to service and develop our client base. Initial contact and information gathering begins in our main office located in Madison, Wisconsin.

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John Swenson

Founder

John Swenson has been named a member of the 2014 Chairman’s Cabinet of New York Life. Members of the elite Chairman’s Cabinet are the top fifty highest producing agents among New York Life’s elite sales force of more than 12,000 licensed agents.

Mr. Swenson has been a New York Life agent since 2010, and is associated with New York Life’s Colorado General Office in Denver.

John is a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a member of MDRT, Top of the Table (MDRT is widely recognized as the standard of excellence in life insurance sales performance) and is also a member of NAIFA.

Princeton Capital Associates & Insurance Services, LLC, was formed by John to work with the Credit Union and Medical Market Industries in designing strategic and efficient Executive Benefit programs. His firm specializes in Collateral Assignment Split Dollar* accounts, 457(f) plans, 162 Executive Bonus Plans, Pre-funding of Employee Benefits and retirement plans. John’s business experience includes managing and implementing best practices, processes and benchmarks in deferred compensation strategies for executives and board of directors. He also works closely with 401(k) and other retirement plans by assisting the field representatives in investment products and sales and marketing programs to promote and support the pension product line. The customized Executive Benefit programs offer recruitment, retention, and retirement strategies for both the Credit Union and Medical Market Industries.

He currently resides in Colorado Springs, CO with his wife, Kirsten. Together they are passionate about traveling, hiking, and spending time with their children.

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Mary Swenson

Agent

Mary recently joined the team at Princeton Capital Associates. She specializes in personal planning and is pursuing an M.B.A. from the University of Denver. Additionally, she runs our marketing department and strives to develop new client relationships. She’s enthusiastic about ensuring that our clients receive efficient and personalized service. Mary is based in Denver, Colorado.

*Employers should be aware that the arrangements described herein may be subject to the Employee Retirement Income Security Action of 1974, as amended ("ERISA") and Internal Revenue Code Section 409A (“Section 409A”), the tax rule applicable to non-qualified deferred compensation. ERISA imposes certain requirements on employee benefit plans and their sponsors, including but not limited to, fiduciary, disclosure and reporting requirements. These requirements depend on the type of plan ("retirement or welfare plan;" or "top hat retirement" or "top hat welfare plan"). Section 409A imposes certain requirements that, if not satisfied, can result in adverse tax consequences to employees. New York Life Insurance Company and its employees, agents and affiliates do not provide tax or legal advice. Employers should consult with their legal and tax advisors regarding the implications of ERISA and Section 409A on adopting these arrangements in their particular circumstances.