McIntyre Fields and Associates

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.


Advisors

Charla K McIntyre Fields

Charla K McIntyre Fields

Private Wealth Advisor

Visit Charla K McIntyre Fields's website
Jerald Cooperman

Jerald Cooperman

Financial Advisor

Visit Jerald Cooperman's website
Robert Thomas O'Brien

Robert Thomas O'Brien

Financial Advisor

Visit Robert Thomas O'Brien's website
Santosh Terala

Santosh Terala

Financial Advisor

Visit Santosh Terala's website

Team

Oren E. Fields

Oren E. Fields

Office Manager

Qualifications

  • Oren joined our team in August 2007.
  • Graduated from Kansas State University.
View more
Rebecca Lucas

Rebecca Lucas

Financial Planning Assistant

Qualifications

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

Danielle Schlech

Associate Financial Advisor

Qualifications

  • • BBA, Texas A&M University
  • • FINRA Series 7 - General Securitites Representative Examination
  • • FINRA Series 66 - Uniform Combined State Law Examination
View more
Hien Pham

Hien Pham

Paraplanner

Qualifications

  • • BBA in Finance and Marketing, University of Houston
  • • FINRA Series 7 - General Securities Representative Examination
  • • FINRA Series 66 - Uniform Combined State Law Examination
  • • General Lines - Life, Accident, Health and HMO - Texas
View more
Scott Armey

Scott Armey

Associate Financial Advisor

Qualifications

  • • BBA, University of North Texas
  • • FINRA Series 7 - General Securities Representative Examination
  • • FINRA Series 66 - Uniform Combined State Law Examination
  • • General Lines - Life, Accident, Health and HMO - Texas
View more
Logan Callahan

Logan Callahan

Client Service Coordinator

Megan Ash

Megan Ash

Client Service Manager

Caitlyn Wells

Caitlyn Wells

Client Service Coordinator