With over 30 years of experience in financial planning, I am passionate about creating customized solutions that align with each client's unique needs. I hold the Chartered Life Underwriter (CLU) designation, which reflects my deep knowledge of insurance. This expertise enables me to develop strategies that protect against premature death, safeguard income, and manage long-term care costs. Additionally, as a Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP), I bring advanced knowledge of investments and use detailed planning tools to ensure that your financial strategy supports your personal goals.
I earned a bachelor's degree in music with a focus on Trumpet Performance from the University of Iowa. This creative background gives me a unique perspective, allowing me to approach financial planning in innovative ways. For over 15 years, I have maintained my CFP certification, equipping me with the expertise to navigate a wide range of financial topics.
I'm committed to helping clients simplify complex benefit plans, such as 401(k)s, and build solid insurance strategies. My client-first approach prioritizes listening to their goals, concerns, and dreams. Together, we craft a financial plan that prepares for life's unexpected challenges while setting the stage for future success.
While I primarily serve clients in Illinois, Michigan, and Indiana, I am licensed in over 15 states. Outside of work, I enjoy spending time with my family, especially my three grandsons, and exploring the arts.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
Financial AdvisorShane Swanson
With over 30 years of experience in financial planning, I am passionate about creating customized solutions that align with each client's unique needs. I hold the Chartered Life Underwriter (CLU) designation, which reflects my deep knowledge of insurance. This expertise enables me to develop strategies that protect against premature death, safeguard income, and manage long-term care costs. Additionally, as a Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP), I bring advanced knowledge of investments and use detailed planning tools to ensure that your financial strategy supports your personal goals.
I earned a bachelor's degree in music with a focus on Trumpet Performance from the University of Iowa. This creative background gives me a unique perspective, allowing me to approach financial planning in innovative ways. For over 15 years, I have maintained my CFP certification, equipping me with the expertise to navigate a wide range of financial topics.
I'm committed to helping clients simplify complex benefit plans, such as 401(k)s, and build solid insurance strategies. My client-first approach prioritizes listening to their goals, concerns, and dreams. Together, we craft a financial plan that prepares for life's unexpected challenges while setting the stage for future success.
While I primarily serve clients in Illinois, Michigan, and Indiana, I am licensed in over 15 states. Outside of work, I enjoy spending time with my family, especially my three grandsons, and exploring the arts.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
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
