Fields Wealth Management

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Charla K McIntyre Fields

Charla K McIntyre Fields

MBA, CRPC®

Private Wealth Advisor

Visit Charla K McIntyre Fields's website
Robert Thomas O'Brien

Robert Thomas O'Brien

CRPC®

Financial Advisor

Chief Operating Officer of Fields Wealth Management
Visit Robert Thomas O'Brien's website
Christopher Splawn

Christopher Splawn

MBA

Associate Financial Advisor

Operations Manager
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Danielle Schlech

Danielle Schlech

MBA

Associate Financial Advisor

Visit Danielle Schlech's website
Scott Armey

Scott Armey

Associate Financial Advisor

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Michael Menefee

Michael Menefee

AWMA®, MS

Financial Advisor

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Jerald Cooperman

Jerald Cooperman

AAMS®

Financial Advisor

Visit Jerald Cooperman's website
Santosh Terala

Santosh Terala

MBA

Financial Advisor

Visit Santosh Terala's website
David A King

David A King

MBA

Financial Advisor

Visit David A King's website

Team

Hien Pham

Hien Pham

Paraplanner

Personal Intro

Hien is a seasoned professional with well over a decade of experience in the financial services industry. To Hien, being a Portfolio Manager is his profession...helping people is his Career. He graduated Magna Cum Laude from the University of Houston and was a cofounder of the Cougar Investment Research Group (CIRG). In his free time, he's an avid angler and enjoys volunteering.

Qualifications

  • BBA, Finance and Marketing, University of Houston
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Tony Brown

Tony Brown

Financial Planning Specialist

Personal Intro

Tony was born and raised in Arlington, TX. He enjoys spending time with his wife (Brandy) and three children (Camden, Ellie, and Eden). Tony is involved with his local church and coaching youth baseball with City of Arlington.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • MBA, Business Analytics, Capella University
  • BA, Finance, University of Texas at Arlington
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Brittney McDonough

Brittney McDonough

Business Development Director

Personal Intro

Brittney grew up in Minnesota and attended the University of St. Thomas where she earned a bachelor's degree in marketing and communications. She enjoys spending time with her family and exploring local parks with her husband (Dan) and son (Peyton).

Qualifications

  • BA, Marketing and Communications, University of St. Thomas, St. Paul, MN
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Logan Callahan

Logan Callahan

Operations Specialist

Caitlyn Chandler

Caitlyn Chandler

Client Concierge

Oren Fields

Oren Fields

Office Manager