Our Team

Financial Partners That You Can Rely On and Trust

Meet the dedicated minds behind Paraclete – a team fueled by a passion for empowering your financial journey. Committed to innovation and staying ahead in the dynamic world of finance, our diverse expertise converges to offer you unparalleled guidance. With a shared focus on your goals and a wealth of experience, we’re here to craft tailored strategies, ensuring your financial success and peace of mind. Welcome to the team dedicated to your prosperity – welcome to Paraclete.

It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”

CHRIS STOUT

Chris Stout

Co-Founder
Managing Partner

Chris Stout, born and raised in Virginia on the peninsula of the James River, is a husband and father of four. He specializes in tax-efficient retirement planning and has been primarily focused in this area for just shy of a decade…

MORGAN STINCHFIELD

Morgan Stinchfield

Co-Founder
Managing Partner

Morgan began his career of serving others in 2012 when he joined the United States Navy as a Rescue Swimmer and Diver. He was honorably discharged in 2016 and attended St. Leo University…

DAVID QUAN

David Quan

Managing Partner

Business has always been a part of David’s life. Growing up, he played a big role in growing the family business. In 2006, while at university, he started in the insurance industry serving seniors and beneficiaries…

Robin Taylor

Chief Operating Officer

Robin Taylor is a seasoned professional with over 20 years of diverse experience across various industries. Her career has spanned finance, marketing, public relations, recreation and corporate event planning, showcasing a remarkable versatility….

Leah Thompson

Chief Growth Officer

Born and raised in Massachusetts, Leah has since lived across the United States,
traveling as a military spouse. She has worked in several fields including Finance, Health & Wellness, Marketing, and Hospitality, but the common denominator…

Shela Hager

PARTNER

Born and raised in Denver, Colorado, Shela started her career in serving others over a decade ago. Early on in her career, she became hooked on helping people discover financial freedom and financial resilience with a focus in tax strategies, wealth accumulation…

John Epting Jr.

John Epting Jr.

PARTNER

John has lived his life in the service of others starting with siblings as the eldest of 9 children, moving into service of his country in the United States Navy where he served proudly as a Master Helmsman, Search & Rescue Swimmer, and a Military Pay…

ANDREY BONDAR

Andrey Bondar

PARTNER

Immigrating to the United States at four years old and growing up in the Pacific Northwest, Andrey’s propensity towards entrepreneurship and business took root at a young age. During his high school years, he moved to Virginia and eventually attended…

Mark & Bridget Biermann

PARTNERS

Mark & Bridget Biermann are the co-founders of GOALL Agency. They are experienced process specialists and financial strategists. With extensive background in the financial industry, Mark and Bridget are established as trusted advisors to businesses…

Laken Collins

Partner

Laken’s journey in caretaking has profoundly shaped her understanding of the importance of financial planning. A challenging chapter in her life sparked a deep appreciation for the meticulous steps needed for financial preparation across various stages and…

Jane Cyr

Jane Cyr

Partner

Jane Cyr, a lifelong Massachusetts resident, started in the financial services industry in 2003, primarily educating businesses and their employees on the importance of proper employee benefit packages. In 2016, as a more seasoned professional, she…

Linda Buckland Morando

Linda Buckland Morando

Administrative assistant

Linda Buckland Morando is a seasoned professional with over 40 years of experience across industries including manufacturing, consumer goods, health and wellness, real estate, and financial services. Known for her integrity, honesty, and strong…

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