James River Asset Management, LLC

Grant Thigpen is a financial advisor at James River Asset Management, LLC, holding a Series 65 designation with several years of experience across wealth management and nonprofit sectors. His prior roles include work with Pathfinder Wealth Partners and the International Mission Board. He has also engaged in private tutoring and held positions at various organizations including The Southern Baptist Theological Seminary. James River Asset Management serves individual and high-net-worth households as well as institutional clients by providing portfolio management, financial planning, and consulting services. The firm’s investment approach involves tailored client profiles and asset allocation plans, employing a range of equity and fixed-income strategies with a long-term focus.

Lucas Swygard is a financial advisor with James River Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Financial Engines Advisors, J.W. Cole Financial, Virginia Commercial Finance, and Valmark Securities. James River Asset Management serves individual and high-net-worth households as well as institutional clients, providing portfolio management, financial planning, and consulting services. The firm employs a structured investment process using proprietary models, third-party managers, and a range of equity and fixed-income products, while also offering retirement-plan advisory services and educational workshops for plan participants.

Kelly Gannon is a CFP® with nine years of industry experience, currently serving as a financial advisor at James River Asset Management, LLC. Her prior experience includes roles at J.W. Cole Financial, Inc., Cetera, Foresters Advisory Services, and Virginia Commonwealth University. James River Asset Management serves individual and high-net-worth households as well as institutional clients, offering portfolio management, financial planning, and retirement-plan advisory services. The firm employs a structured investment process that includes proprietary models and may utilize third-party managers and options strategies.

Alvin Miller Jr. is a financial advisor at James River Asset Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with James River since 1995, including roles at James River Wealth Advisors and James River Asset Management. His prior experience includes positions at Valmark Securities, Inc. and J.W. Cole Financial, Inc. James River Asset Management serves individual and high-net-worth households as well as institutional clients, providing portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach involves creating detailed client profiles to implement diversified portfolios using equities, ETFs, mutual funds, and fixed income with a long-term focus, supported by proprietary models and an internal investment committee.

Charles Clement is a financial advisor at James River Asset Management, LLC with five years of industry experience. He holds a Series 65 designation and has been with James River Wealth Advisors since 2014. Outside of his advisory role, he serves on the board of directors for Experity. James River Asset Management serves individual and high-net-worth households as well as institutional clients, providing portfolio management, financial planning, and consulting services. The firm employs a client-focused investment process utilizing proprietary models, third-party managers, and a range of investment vehicles, while also offering specialized services for retirement-plan sponsors and institutional counterparties.