With over 30 years of experience in financial planning, I'm passionate about helping clients build strategies around their unique goals, needs and priorities. As a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP), I bring extensive knowledge of insurance, investments and financial planning to help clients protect what matters most and prepare for the future.
My approach starts with listening. Whether simplifying complex benefit plans like 401(k)s, building insurance strategies or developing a broader financial plan, I work with clients to create a clear path forward that prepares for life's unexpected challenges while supporting long-term goals.
I earned my bachelor's degree in music with a focus on Trumpet Performance from the University of Iowa, a creative background that continues to shape how I approach problem-solving and planning.
I primarily serve clients in Illinois, Michigan and Indiana and am licensed in more than 15 states. Outside of work, I enjoy spending time with my family, especially my three grandsons, and exploring the arts.
My Iowa Story
My wife Susan and I met as music students at the University of Iowa. Iowa played an important role in both of our lives, and we're grateful to be in a position today to help create opportunities for future students.
Read our story at the University of Iowa →https://clas.uiowa.edu/news/2026/07/coming-home-and-paying-it-forward?utm_source=chatgpt.com
Financial AdvisorShane Swanson
With over 30 years of experience in financial planning, I'm passionate about helping clients build strategies around their unique goals, needs and priorities. As a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP), I bring extensive knowledge of insurance, investments and financial planning to help clients protect what matters most and prepare for the future.
My approach starts with listening. Whether simplifying complex benefit plans like 401(k)s, building insurance strategies or developing a broader financial plan, I work with clients to create a clear path forward that prepares for life's unexpected challenges while supporting long-term goals.
I earned my bachelor's degree in music with a focus on Trumpet Performance from the University of Iowa, a creative background that continues to shape how I approach problem-solving and planning.
I primarily serve clients in Illinois, Michigan and Indiana and am licensed in more than 15 states. Outside of work, I enjoy spending time with my family, especially my three grandsons, and exploring the arts.
My Iowa Story
My wife Susan and I met as music students at the University of Iowa. Iowa played an important role in both of our lives, and we're grateful to be in a position today to help create opportunities for future students.
Read our story at the University of Iowa →https://clas.uiowa.edu/news/2026/07/coming-home-and-paying-it-forward?utm_source=chatgpt.com
Protect Your Kingdom
As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.
Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.
Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.
