The Team

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.

Our Advisors

Charla K McIntyre Fields

Charla K McIntyre Fields

Private Wealth Advisor

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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

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Designations

AAMS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances

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Robert Thomas O'Brien

Robert Thomas O'Brien

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving

Education

University of St. Thomas, BA Financial Management, 2003 - 2007

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Santosh Terala

Santosh Terala

Financial Advisor

Our Staff

Oren E. Fields

Oren E. Fields

Office Manager

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Qualifications

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

Rebecca Lucas

Financial Planning Assistant

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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
Danielle Schlech

Danielle Schlech

Paraplanner

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Qualifications

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

Hien Pham

Paraplanner

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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
Scott Armey

Scott Armey

Paraplanner

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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
Lisa Coolidge

Lisa Coolidge

Client Service Coordinator

Practice Manager
Logan Callahan

Logan Callahan

Client Service Coordinator

Lauren Allen

Lauren Allen

Client Service Coordinator

Kristin Heflin

Kristin Heflin

Client Service Coordinator