Our Team
Partners That You Can Rely On and Trust
Meet the dedicated minds behind Paraclete – a team fueled by a passion for empowering your retirement journey.
Guided by a commitment to education and thoughtful focus on the distribution phase of retirement, our team brings together diverse experience to provide clear, practical guidance in today’s evolving retirement landscape. With a focus on your goals, we help you understand available approaches with insurance-based retirement distribution and fixed index annuity options, so you can make informed decisions with confidence.
Welcome to Paraclete — a team dedicated to helping families navigate retirement using solutions designed for income, stability and legacy.
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
Co-Founder
Chief Executive Officer
Chris Stout is the Co-Founder and CEO of one of the fastest-growing elite financial firms in America — a firm built differently: with a mission to shepherd families through retirement using advanced…
Morgan Stinchfield
Co-Founder
Chief Distribution Officer
Morgan Stinchfield is the Co-Founder and Chief Distribution Officer of one of the most dynamic financial firms in the country — a firm designed to equip elite advisors, deliver cutting-edge retirement strategies…
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 operations leader with over 20 years of multifaceted experience spanning finance, marketing, public relations and corporate event planning. Now serving as a key force behind Paraclete Wealth Partners’s operational…
Leah Thompson
Chief Growth Officer
Born and raised in Massachusetts, Leah has lived across the United States as a military spouse, cultivating adaptability, resilience, and a deep sense of connection. She holds a degree in Communication Studies from the University of Northern Colorado…
Lori Miller
Chief Talent Officer
Lori Miller has been in the recruiting industry in some capacity for over 20 years. Born and raised in Pittsburgh, PA, she started her career recruiting in the Education industry after graduating from the University of Pittsburgh. Lori was a Senior and Market…
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.
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
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
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…
Casey D. Braxton
Partner
With over 15 years of experience, Casey D. Braxton has dedicated his career to helping individuals and families protect what matters most and prepare for a secure financial future. He began his journey in the insurance industry, quickly earning a reputation for developing…
Dipo Adesina
Partner
Dipo Adesina is the Founder of SADA Global Financial, a firm he launched in 2019 to help families, professionals, and business owners make informed, confident decisions about their financial future. With a Bachelor’s degree in Business Administration (2008)….