Evergreen Wealth Partners LLC

Locke Bielefeldt is a CFP® with 10 years of industry experience, currently serving at Evergreen Wealth Partners LLC since 2025. He previously worked at Willamette Wealth Partners, LPL Financial LLC, and operated his own firm, Bielefeldt Financial Management, LLC. He is also a licensed insurance agent involved in insurance sales and implementation. Evergreen Wealth Partners LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses fundamental analysis to construct long-term model portfolios primarily composed of ETFs, mutual funds, equities, and bonds, managing assets on a discretionary basis with regular reviews.

Adam Coughlin is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Evergreen Wealth Partners LLC and previously held roles at LPL Financial LLC and Retirement Peace Project. Evergreen Wealth Partners LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses fundamental analysis to construct model portfolios with a long-term orientation and offers a wrap fee program that bundles transaction costs into its asset-based wealth management fee.

David Mulnix is a financial advisor at Evergreen Wealth Partners LLC with five years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC and Glacier Bank. He is also a licensed insurance agent in Kalispell, Montana. Evergreen Wealth Partners LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses fundamental analysis to construct long-term oriented portfolios primarily consisting of ETFs, mutual funds, individual equities, and bonds, and sponsors a wrap fee program that bundles transaction costs into its asset-based management fee.

Evan Harris is a financial advisor at Evergreen Wealth Partners LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC for nine years. Harris serves as a board member for Lighthouse Christian Home, an assisted living center in Kalispell, MT. Evergreen Wealth Partners LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses fundamental analysis to construct long-term model portfolios primarily consisting of ETFs, mutual funds, individual equities, and bonds, and offers a wrap fee program that bundles transaction costs into its asset-based fees.