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 17 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 19 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 firm 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 firm 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.

Before I reached the age of 20, I knew I wanted to help empower people to make smart money decisions and steward their wealth in a meaningful way. I graduated from the financial planning program of Liberty University, and soon after helped launch 7 Grains Planning & Investments with the mission to help people plan with purpose. I’m passionate about all things finance and I feel purpose and fulfillment when the sound financial planning we do “clicks” for the people we serve.

In 2023, I became a CERTIFIED FINANCIAL PLANNER^® professional. I am committed to serving our clients’ best interests and delivering thoughtful and intentional advice along the way. I’m driven to help people optimize their personal finances so they can focus on the things in life that are most important to them.

Outside of the office, you’ll likely find me staying active outdoors doing things like hunting, fishing, playing disc golf, or playing golf. I also really enjoy exploring new places with my wife, Kate. 

I joined the 7 Grains family with a passion to serve, learn, and grow. With 10 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 Lynchburg has become home for us! 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.