Mone Swann – Visionary Leader. Financial Strategist. Advocate for Holistic Wealth and Wellness.

Mone Swann is a distinguished powerhouse in the insurance and financial services industry, with a career spanning over two decades. A native of Kansas City, Missouri, Mone'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—two of the most prestigious institutions in the world—where she cultivated the strategic, legal, and financial acumen that defines her leadership today.

As the CEO of BIVX Wealth and Insurance Solutions and the President of the Collaborative Expansion Foundation, Mone Swann stands at the intersection of business innovation and social impact. Her diverse experience spans the legal, nonprofit, finance, insurance, and entertainment industries, where she has contributed to and led major initiatives within Fortune 500 companies and grassroots organizations alike.

A fierce advocate for seniors and underserved communities, Mone is driven by a core belief: “No Senior Should Enroll In Medicare With A Stranger.” This powerful mantra defines her approach to client engagement, emphasizing personalized, compassionate, and transparent guidance in every aspect of retirement planning.

Throughout her career, Mone has mentored emerging professionals, counseled families in financial distress, and championed policies that center dignity, equity, and empowerment. Her work through the Collaborative Expansion Foundation reflects her deep commitment to collaborative growth and holistic transformation—bringing people together to unlock abundance, protect legacies, and uplift future generations.

Currently residing in California, Mone enjoys reading, traveling, and continually 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.

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