LUKE SWYGARD

Senior Financial Advisor

My name is Luke Swygard. I believe with great conviction that life is a gift that is best opened with others. My focus is on helping our clients cultivate a comprehensive financial plan that equips them with clarity and confidence to lead more meaningful and wholehearted lives.

I have over 12 years of experience in both commercial and personal finance. I have 7 years of experience in financial planning and wealth management and 5 years of experience in Business Development and Portfolio Management in Asset Based Lending. Prior to the finance industry I worked as a project manager and sales representative for one of the largest home builders in the country. My diverse background has equipped me with a knowledge and experience base that grants me an ability to relate and connect with others while providing sound advice and counsel. The fuel to my engine is helping others achieve more in life than they believed was possible.

I am blessed to have two boys who attend Veritas School. They are avid basketball players, through which I live vicariously. You can find me near a basketball court most weekends or in the driveway with these amazing young men. My wife of nearly two decades is the heart of the family as well as the glue. She brings the joy of life into each day and inspires her three men to be more and do more for God.

We are actively involved in our local church, staying busy most evenings and weekends with basketball and other sports. I love reading and talking about God’s word and am often found reading multiple books at a time with never enough time to finish them. I want to thank you for taking the time to learn a little about me. Please know I would love to return the favor and get to know you. I look forward to meeting you soon!

LUKE SWYGARD
Senior Financial Advisor

Bridging where you are to where you want to be through timeless financial advice / Contact us today to get started!

James River Wealth Advisors
15521 Midlothian Turnpike, Suite 100
Midlothian, VA, 23113

E: inquiry@jrwealth.com
P: (804) 323-0517

Securities offered through J.W. Cole Financial, Inc (JWC) Member FINRA/SIPC. Advisory Services offered through James River Asset Management LLC. James River Wealth Advisors and James River Asset Management LLC are unaffiliated entities of J.W. Cole Financial.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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