Our Associates

Don Swanson

ChFC®, CLU®

Don Swanson is a Wealth Management Advisor with Wela Financial, where he helps clients discover their path to prosperity and live financially fulfilled lives. With more than 38 years of experience in the financial services industry, Don has built his career on listening deeply to clients’ dreams and guiding them toward lasting financial security.

He began his career focused on insurance and income protection before expanding into fee-based planning and investment management to provide a more holistic approach to financial guidance. Today, Don continues to advise clients while mentoring team members as they contribute to Wela’s collaborative, client-centered experience.

Don and his wife, Kathe, have been married for over three decades and share two children and three grandchildren. They split their time between Arizona and Vernon Hills, enjoying golf, travel, and the company of family and friends. Active members of Joy! Lutheran Church, Don and Kathe remain grounded in their shared faith and community.

Main areas of Focus
  • Wealth Management
  • Investment Strategies 
  • Retirement Income Planning
39+Years Experience
A middle-aged man with short hair and a goatee, wearing a blue shirt and dark blazer, smiles in front of a softly blurred light background.

Education

Northern Illinois University

Licenses

Series 6, Series 7, Series 63, Series 65, SIE

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