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Grant T

Series 65

Midlothian, VA

James River Asset Management, LLC

Grant Thigpen is a financial advisor with James River Asset Management, LLC, holding a Series 65 credential. He has one year of industry experience and previously worked with Pathfinder Wealth Partners and served four years at the International Mission Board. His background includes roles in education and nonprofit organizations. James River Asset Management serves individual, high-net-worth, and institutional clients, managing approximately $273.8 million across about 411 clients with a five-advisor team. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, utilizing proprietary model portfolios overseen by an internal investment committee.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Lucas S

Series 63, Series 66

Midlothian, VA

James River Asset Management, LLC

Lucas Swygard is a financial advisor at James River Asset Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Financial Engines Advisors L.L.C. and Virginia Commercial Finance. Swygard is part of a five-advisor team serving clients from Midlothian, VA. James River Asset Management serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting. The firm uses proprietary model portfolios with a long-term investment approach and provides participant education and investment seminars as part of its services.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Kelly G

CFP®, Series 63, Series 65

Midlothian, VA

James River Asset Management, LLC

Kelly Gannon is a CFP®-certified financial advisor with 10 years of industry experience, currently with James River Asset Management, LLC. Her prior experience includes roles at J.W. Cole Financial, Inc., Cetera Investment Services, and Foresters Financial Services. James River Asset Management serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, integrated financial planning, and pension consulting. The firm employs proprietary model portfolios overseen by an internal investment committee, using fundamental analysis and a long-term investment approach across various risk levels.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Alvin M

Series 63, Series 65

Midlothian, VA

James River Asset Management, LLC

Alvin Miller Jr. is a financial advisor with James River Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with James River Asset Management and its affiliated James River Wealth Advisors since 1995. Prior to this, he worked at Valmark Securities, Inc. and J.W. Cole Financial, Inc. James River Asset Management serves individual, high-net-worth, and institutional clients, managing approximately $273.8 million across 411 clients with a team of five advisers. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, utilizing proprietary model portfolios with a fundamental and long-term investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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