Visionary Leader. Humanitarian. Financial Strategist.

Advocate for Holistic Wealth, Welfare, and Wellness.

Moné Swann is a distinguished powerhouse in the insurance and financial services industry, with a career spanning over three decades. A native of Kansas City, Missouri, Moné's journey has been marked by academic excellence, professional integrity, and an unwavering commitment to service.

She has attended Harvard University and The Wharton School of Business, and Fisk University, three of the most prestigious institutions in the world, where she cultivated the strategic, legal, and financial acumen and stewardship that defines her leadership today.

As the founder of the Collaborative Expansion Foundation, Moné stands at the intersection of business innovation and social impact. Her extensive experience spans the legal, nonprofit, finance, insurance, and entertainment industries, where she has led major initiatives within Fortune 500 companies and grassroots organizations alike.

A fierce advocate for seniors and underserved communities, Moné is driven by a core belief:

“Bringing people to truth through love and knowledge"

This powerful mantra defines her approach to client engagement, emphasizing personalized, compassionate, and transparent guidance in every aspect of retirement planning.

Throughout her career, Moné has:

• Mentored emerging professionals
• Counseled families in financial distress
• Championed policies that prioritize dignity, equity, and empowerment

Her work through the Collaborative Expansion Foundation is rooted in a deep commitment to collaborative growth and holistic transformation bringing people together to:

• Unlock abundance
• Protect legacies
• Uplift future generations

Currently residing in California, Moné enjoys reading, traveling, and expanding her knowledge in the holistic wellness space. She blends traditional and alternative strategies to help seniors thrive in their golden years through:

• Customized retirement solutions
• Wealth conservation
• Medicare planning
• Life insurance
• Annuities and ancillary products

Moné Swann is more than a Founder, she is a servant leader, a trailblazer, and a relentless believer in love, life, and unity for all.