Our mission is to help every client
uncover purpose and a sense of
adventure in their financial plan.

This work wouldn’t be possible without our valued
team. Each member of our staff is dedicated to
serving you with joy, encouragement, education,
and curiosity.

7 Grains Team

Meet Our Specialists

 
Jeff Boyer

Jeff Boyer, MBA, CFP®

Founder & CEO

Carol Bradley

Carol Bradley

Director of Client Services

Calvin Egan

Calvin Egan

Paraplanner

Kate Egan

Kate Egan

Marketing & Client Support

Get to Know Us

Jeff Boyer

Jeff Boyer, MBA, CFP®

Founder & CEO

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 myself in awe of the power of personal financial coaching.

Now, after 14 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 15 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 getting 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, or 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, an AAMS certification, 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 affiliating 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.

Carol Bradley

Carol Bradley

Director of Client Services

Ever since I was a little girl (born and raised in Lynchburg, Virginia), family was always important to me. I believe this is one of the main reasons I have spent the past 16 years serving people that I love—our clients. They are more to me than clients. They have become like family. I love my job because it allows me the opportunity to help individuals and families in achieving their goals.

I’ve been serving with Jeff for the entirety of his 14-year professional career and we continue to learn from each other.

I may not stray very far from the office during lunchtime, but seeing the world through travel has always been one of my great passions. As a teenager, I even found the courage to leave home and enjoy international travel and schooling. I spent portions of my life living in North Carolina as a small business owner. Eventually, it was my family that brought me back home to Lynchburg.

As an adult, it was my choice and privilege, even as one of the greatest tests of my life, to help take care of my mother after she was diagnosed with Lewy body dementia. I learned so many life lessons while providing care for my mom. The effect on my soul has been life-changing, and I now enjoy helping other elderly persons in our community.

My hope in retirement someday is to serve those in hospice care, as it was deeply impactful to me while caring for family members.

Calvin Egan

Calvin Egan

Paraplanner

I studied financial planning at Liberty University, where I served as a peer-to-peer financial coach for students. This helped me realize my passion for helping others discover, set, and accomplish their financial and personal goals. I also found that it is a lot of fun to discover the purpose behind your financial plan. My vision is to develop into a financial planner in the coming years so that I can fulfill my passion for helping people live with stewardship over their finances, which I believe will lead to growth and abundance. Through all of this, I also believe that we should have some fun along the way.

Speaking of fun, I love the outdoors. You can usually find me camping, hunting, or fishing when I’m not in the office. One of my favorite things to do in my free time is to go on new adventures with my best friend and wife, Kate. The best part of it all is making memories that will last a lifetime. Together, we love taking our golden retriever, Shiloh, on hikes and camping trips, and we’re always looking forward to our next destination.

I am thrilled to have the opportunity to work alongside my team and to serve each of you as we create your plan together.

Kate Egan

Kate Egan

Marketing & Client Support

Since graduating from Liberty University, I’ve had the opportunity to develop my project management and marketing skills through my experiences working with Samaritan’s Purse and the American Association of Christian Counselors. I also enjoy staying involved with LU as a freelance technical director for Liberty’s ESPN sports broadcasts.

Outside of work, I love exercising, reading, and spending time with my husband, Calvin, and our golden retriever, Shiloh. I look forward to using my gifts to serve others through 7 Grains!

AbbyFam
 

 

 

 

 

 

Abby Barr

Paraplanner

I join the 7 Grains team with about 10 years of nonprofit and church management experience, and a personal passion for financial planning and operational excellence. Purpose is important to me in my work, and I believe that excellent planning and investment outcomes happen in environments that foster kindness and compassion among highly capable professionals and their clients. In both my professional and personal life, I aim to lead with structure, intentionality, and wholeheartedness. I look forward to serving our clients in my paraplanner role and helping operationally to build systems and processes that allow 7 Grains to grow.

My husband, Ryan, and I were married in 2013 and love spending time with our children, Hudson and Livvy. As a family, we enjoy playing games, being outdoors, and cheering one another on in sports. A highlight of our year is vacationing in my home state of Maine each summer, where Ryan and I eat lobster every chance we get, and Hudson and Livvy enjoy fishing trips and blueberry picking at the lake.