The Team

McIntyre Fields and Associates

It’s never too early to begin thinking about leaving a legacy. We help our clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and helps pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and how they impact their entire financial situation.

Our Advisors

Charla K McIntyre Fields

Charla K McIntyre Fields

Private Wealth Advisor

More about me...

Contact

charla.k.mcintyre-fields@ampf.com

817.591.8000

Designations

MBA, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Education

B.A. Business Administration, Westminster College, Fulton, MO 1993, M.B.A. Finance, Lousiana State University, Shreveport, LA 1996
AR License #698057

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Jerald Cooperman

Jerald Cooperman

Financial Advisor

More about me...

Contact

jerald.r.cooperman@ampf.com

817.591.8014

Designations

AAMS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances

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Dawn Nguyen

Dawn Nguyen

Financial Advisor

More about me...

Contact

dawn.t.nguyen@ampf.com

817.591.8000

Designations

MBA

Top Areas of Focus

  • Family Finances
  • Retirement Income Strategies
  • Saving for Education

Education

M.B.A. Texas Women's University, Denton, TX 2006, B.B.A. Finance, University of Texas at Arlington, Arlington, TX 2001

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Dustin Alexander

Dustin Alexander

Financial Advisor

More about me...

Contact

dustin.alexander@ampf.com

817.591.8006

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance

Education

B.A. in International Studies from Baylor University, 2002

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Our Staff

Yvonne L. Menninga

Yvonne L. Menninga

Client Service Specialist

More about me...

Contact

yvonne.menninga@ampf.com

817.591.8000

Qualifications

  • Has been in the financial industry since May 2000 and joined our team August 2011.
Oren E. Fields

Oren E. Fields

Office Manager

More about me...

Contact

oren.e.fields@ampf.com

817.591.8003

Qualifications

  • Oren joined our team in August 2007.
  • Graduated from Kansas State University.
Mindy Whatley

Mindy Whatley

Administrative Assistant

More about me...

Contact

mindy.c.whatley@ampf.com

817.591.8000

Qualifications

  • Associate of Arts Degree, Tarrant County Community College

Roles & Responsibilities

  • Mindy joined McIntyre Fields and Associates in January 2012
Rachel Reynolds

Rachel Reynolds

Client Service Coordinator

More about me...

Contact

Rachel.Reynolds@ampf.com

817.591.8002

Qualifications

  • Bachelor of Science in Business Marketing, University of Texas at Arlington

Roles & Responsibilities

  • Rachel has been with McIntyre Fields & Associates since January 2013.
Lindsey Crumpler

Lindsey Crumpler

Paraplanner

More about me...

Contact

lindsey.crumpler@ampf.com

817.591.8037

Qualifications

  • Bachelor of Science in Mathematics, Texas Women's University
  • FINRA Series 7 - General Securities Representative Examination
  • FINRA Series 63 - Uniform Securities Agen State Law Examination

Roles & Responsibilities

  • Lindsey joined McIntyre Fields & Associates in June 2014

Rebecca Lucas

Financial Planning Assistant

More about me...

Contact

rebecca.2.lucas@ampf.com

817.591.8003

Qualifications

  • Bachelor of Science in Business Management, Valparaiso University
  • FINRA Series 7 - General Securieites Representative Examination
  • FINRA Series 63 - Uniform Securities Agent State Law Examination
  • FINRA Series 65 Uniform Investment Adviser Law Examination
  • General Lines - Life, Accident, Health and HMO - Texas

Jacqueline Ward

Client Service Associate

Assistant

Lisa Coolidge

Client Service Coordinator

Practice Manager