1578 Sherman Ave, #1 Evanston, IL 60201

John Swee serves as a financial advisor in Savant’s Evanston, Illinois, office. As a CERTIFIED FINANCIAL PLANNER® professional, John is knowledgeable in several areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

John began his career at Gryphon Advisors, eventually becoming a principal at the firm before it joined Savant in 2025. He earned a bachelor’s degree in economics and English literature from Northwestern University and a master’s degree in business administration (MBA) from the University of Chicago Booth School of Business with concentrations in finance, analytical finance, and economics and statistics. At the University of Chicago, he was an Amy and Richard F. Wallman Scholar with High Honors and received the Award for Finance for the top scholastic record in finance among Evening/Weekend MBA students.

A resident of Lake Forest, Illinois, John is active in his community. He serves on the Chicago Booth Alumni Club of Chicago board and the associate board of Lurie Cancer Center at Northwestern University. He also remains engaged with both alumni networks. He volunteers with Northwestern University’s Alumni Admission Council and the Booth School of Business Admissions Committee.

Education &
Designations

Northwestern University
Bachelor of Arts in Economics and English Literature
University of Chicago Booth School of Business
Master of Business Administration (MBA) with a concentration in Finance, Analytical Finance, and Economics/Statistics
CERTIFIED FINANCIAL PLANNER® professional

Affiliations &
Community Service

Amy and Richard F. Wallman Scholar – Finance Award recipient
Chicago Booth Alumni Club of Chicago – board member
Lurie Cancer Center at Northwestern University – associate board member
Northwestern University’s Alumni Admission Council – member
University of Chicago Booth School of Business Admissions Committee – member

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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