Our Team

In 2004, I was volunteering as a workshop facilitator of a nationally known financial self-help program. Armed with a simple VCR, TV remote, and a willingness to encourage individuals to make good choices, I found himself in awe of the power of personal financial coaching.

Now, after 18 years of professional experience, I know with certainty that the potential of even the greatest of financial tools is most fully realized through the power of human relationships.

I founded 7 Grains to empower individuals, families, and businesses to plan and live with purpose. I believe planning, investments, and coaching should be a life-giving process. I hope for our clients to realize their goals while enjoying life balance, adventure, and a sense of purpose that extends beyond themselves.

On a personal note: I’m the husband to Christiana and a father of five (Noah, Pax, Emmy, Houston, and Maeven). In our 20 years of marriage, my wife and I have learned to enjoy the chaos that surrounds us! As a family, we love to spend time together playing games and going outdoors to enjoy the beauty of Virginia. As a couple, Christiana and I enjoy international travel, food, and quiet reading to recharge our batteries. We are also deeply committed to loving those around us and serving our community.

At 7 Grains, we are committed to serving you, your family, and your business through excellence in planning, guidance, and investment strategies. We believe that experience, acumen, and wisdom should be fostered over a lifetime. As such, I have earned an MBA with a concentration in finance and became a CFP® professional in 2014. As a CERTIFIED FINANCIAL PLANNER® professional, I am committed to serving your best interests.

As an independent practice affiliated with Commonwealth Financial Network®, we are capable of serving you with a completely customizable planning and investment approach that fits your unique needs.

At 7 Grains, we’ve built our practice to offer planning, guidance, and investments that allow us to serve anyone: from those beginning their journey to those with the most sophisticated of needs. What makes us stand out from our competition, however, is our culture and team – our human element.

I knew from an early age that I wanted to help people make wise financial decisions and use their resources in a meaningful way. After graduating from Liberty University’s financial planning program, I helped launch 7 Grains Planning & Investments with a simple mission: to help people plan with purpose.

Today, as a CERTIFIED FINANCIAL PLANNER® professional, I have the privilege of helping individuals and families navigate both the opportunities and complexities that come with building, managing, and ultimately stewarding wealth. I enjoy bringing clarity to financial decisions and helping our clients connect the individual pieces of their financial lives into a thoughtful, coordinated plan. For me, some of the most rewarding moments are when that plan begins to “click” and people feel confident that their money is aligned with the life they want to live and the legacy they hope to leave.

I believe good financial planning extends well beyond investments. It means understanding what matters most to each client, providing thoughtful and objective advice, and helping them make informed decisions through every season of life. I’m committed to continually growing in my profession and serving our clients with care, integrity, and a genuine commitment to their best interests.

Outside of the office, I enjoy staying active and spending time outdoors, whether I’m hunting, fishing, playing disc golf, or getting in a round of golf. More importantly, I love spending time with my wife, Kate, and our son, Grayson. We enjoy traveling, exploring new places, and experiencing life together as a family and with our friends.

I joined the 7 Grains family with a passion to serve, learn, and grow. With 12 years of management experience, I am passionate about empowering individuals with the resources they need to thrive. In my role as Director of Administration, I am committed to fostering connections between our vision at 7 Grains and our clients, helping to ensure that we continue to support them throughout each chapter of their life.  

Outside of work, I value the time spent with my husband, Dayn, as we celebrate seven years of marriage. Together, we are proud parents to our son, Jacob, and daughter, Grace. Our family enjoys exploring new destinations, discovering unique restaurants, and creating lasting memories together.  

I am blessed to work alongside a dedicated team at 7 Grains as we support our clients. 

I’m Grace Estevez, the Client Support Specialist at 7 Grains Planning & Investments. My role is to optimize client relationships, provide administrative support, and facilitate effective communication to enhance the client experience. I am truly grateful to be part of your financial journey at 7 Grains, building relationships and offering support in any way I can.

I come from a military family and grew up moving frequently, which has shaped me into the person I am today. I love meeting new people, making connections, and exploring new places. I am married to my best friend, Jon Estevez, and we have a daughter named Eden Joy! In our free time, we enjoy walking the Blackwater Creek Trail, having game nights with friends, and relaxing at coffee shops with a good book or great conversation.

When I was 16, my grandfather sat down with me and showed me his investment portfolio. I remember being fascinated by the idea that money invested wisely could grow over decades. More than anything, he helped me understand the value of time and how decisions made early can have an impact years down the road. That conversation stayed with me.

My path from there wasn’t exactly a straight line. I earned a degree in mechanical engineering from Liberty University and went on to help build and operate several businesses across construction, real estate, and related industries. Along the way, I gained firsthand experience with many of the financial decisions that come with owning a business—from managing finances and investor relationships to investing in real estate and deciding where and how to put capital to work.

Like most entrepreneurs, I’ve learned plenty through both successes and mistakes. Those experiences have given me a greater appreciation for thoughtful financial decision-making and for how closely our businesses, investments, personal finances, and long-term goals are connected.

Even as my career took me in different directions, that early interest in investing never really went away. Over time, I found myself continually drawn back to financial planning and advising, and eventually came to see it as the direction I wanted to pursue with a greater sense of purpose.

My wife, Whitney, and I live in Lynchburg with our son, Judah. Outside of work, we enjoy hiking, exercising, spending time outdoors, and being involved in our church and community.