Senior Financial Planner

My name is Kelly Gannon and I am the Senior Financial Planner. My role is to assist Kristen and Luke in planning for clients and providing top level service.

My path to becoming a financial advisor was a winding one, but I have not looked back. I am passionate about helping people achieve their dreams and feel secure in their financial future. I take great care to understand clients, their goals, and concerns. Using this information, I work diligently to build a comprehensive, customized plan. My goal is to guide clients in making well-informed, educated decisions that are aligned with their goals.

I earned master’s degrees from Virginia Tech in Accounting and VCU in Communications. I hold series 6, 7, 63, and 65 licenses, as well as a Chartered Special Needs Consultant® designation.

Outside of work, you will most likely find me outside. My partner, Matt, and I enjoy running, hiking, biking, paddling, and fishing together. I also ride, show, and fox hunt with my horses. And not to be left out is our dog, Kris Kringle McKringleberry, with whom I volunteer with Dogs on Call at VCU Health.

Senior Financial Planner

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

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.

Our site contains hyperlinks to other web sites operated by third parties. These links will take you away from our site. Please note that we do not guarantee the accuracy or completeness of any information presented on these sites.