Locke is our newest addition to the office. Locke grew up watching his father in the financial planning business, and witnessing the impact a financial planner can have on client’s lives. It was this experience that drew Locke to seek a BBA in Finance at The University of Portland. Prior to joining the office Locke worked as a financial consultant for small businesses, and most recently held the position of CFO at Otoharmonics Corporation, a medical device design and manufacturing company in Portland, OR.
LPL Financial Planner
Doug has over 20 years experience in the financial services industry.
"Everyone's economic and life situation is unique; I keep that in mind when providing financial advice. I believe personalized service is essential when matching clients with the right financial products, services and support. As an LPL Financial Planner, I am dedicated to learning about your personal goals. Together we will use them to build a financial plan focused on your specific needs."
Doug earned two Bachelor of Science degrees from Oregon State University. In 1993, Doug became a licensed financial advisor and worked for a national brokerage firm for fifteen years. In 2008 Doug became an independent LPL Financial Planner so that he could offer his clients objective and unbiased, personalized financial advice and support.
Doug has been married to his wife, Erin, for 30 years. They have a son, Locke, who lives in Eugene, Or and a daughter, Maggie, who is a Senior at Seattle University. Doug is an avid bird watcher.
Locke Bielefeldt, LPL Financial Planner
Branch Operations Manager
Erin Ely is our Branch Operations Manager. Erin grew up in Albuquerque, NM and has been living in Oregon since 1980. She comes to us with a diverse background, with a Bachelor of Science degree in Forest Management from Oregon State University and a Bachelor of University Studies from the University of New Mexico. Erin spent 10 plus years as a Forester on the Willamette National Forest before starting her family with Doug in 1990.
Erin is an eclectic, gregarious, and outgoing person. She enjoys the outdoors bird watching, and spending time with her friends and family; husband, Doug and their kids Maggie and Locke. Before joining Doug at LPL Financial, Erin spent 15 years as a stay-at-home mom and professional volunteer, raising money for non-profit organizations, writing grants and organizing events. She is passionate about organic and local foods and volunteers her time with Slow Money South Willamette Valley.
As Branch Operations Manager she assists Doug and his clients, as well as handling the daily operations of the office including client services, marketing and advertising.