Fields Wealth Management

Our team strives to provide an elevated standard of care to individuals, families, and businesses both locally and around the country. Our mission is to become clients' most trusted partner by leveraging our experience, expertise, and passion for making a difference to help them live more meaningful and impactful financial lives. Our commitment to this mission is defined by three core principles:

  • Collaborative Approach
  • Personalized Advice
  • Lasting Relationships

Together, we can help you meet your financial future with more confidence.


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

Financial Advisor

Chief Operating Officer of Fields Wealth Management
Visit Robert Thomas O'Brien's website
Danielle Schlech

Danielle Schlech

MBA

Associate Financial Advisor

Visit Danielle Schlech's website
Christopher Splawn

Christopher Splawn

MBA

Associate Financial Advisor

Visit Christopher Splawn's website
Scott Armey

Scott Armey

Associate Financial Advisor

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Anthony Brown

MBA, CFP®

Associate Financial Advisor

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Michael Menefee

Michael Menefee

MS, AWMA®, AAMS®

Financial Advisor

ACCREDITED WEALTH MANAGEMENT ADVISORSM
Visit Michael Menefee's website
Shirley Malone

Shirley Malone

Financial Advisor

Visit Shirley Malone's website
David A King

David A King

MBA

Financial Advisor

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James Donahue

Financial Advisor

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Chris Ramirez

Financial Advisor

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Jerald Cooperman

Jerald Cooperman

AAMS®

Financial Advisor

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Santosh Terala

Santosh Terala

MBA

Financial Advisor

Visit Santosh Terala'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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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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Madison Bowers

Madison Bowers

Client Service Coordinator

Logan Callahan

Logan Callahan

Operations Specialist

Personal Intro

Logan was born and raised in Snyder, Texas.

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Caitlyn Chandler

Caitlyn Chandler

Client Concierge

Personal Intro

Caitlyn was born and raised in Rockwall, Texas. She served in the US Navy for 11 years and then earned her bachelor’s degree in Business Administration from Texas Woman’s University. She enjoys spending time with her friends and family and golfing with her husband Michael.

Qualifications

  • BBA, Business Administration, Texas Women’s University, Denton, TX
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Oren Fields

Oren Fields

Office Manager