Fields Wealth Management

Our team strives to provide an elevated experience to individuals, families, and businesses both locally and around the country. Our mission is to work hard to earn our clients’ trust by leveraging our experience 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.

close

Team photo for Fields Wealth Management
Team photo for Fields Wealth Management

View Larger


Advisors

Advisor photo for Charla K McIntyre Fields

Charla K McIntyre Fields

MBA

Private Wealth Advisor

Visit Charla K McIntyre Fields's website
Advisor photo for Bob O'Brien

Bob O'Brien

Financial Advisor

Chief Operating Officer of Fields Wealth Management
Visit Bob O'Brien's website
Advisor photo for Danielle Schlech

Danielle Schlech

MBA, CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Danielle Schlech's website
Advisor photo for Scott Armey

Scott Armey

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Scott Armey's website
Advisor photo for Madison Phillips

Madison Phillips

Associate Financial Advisor

Visit Madison Phillips's website
Advisor photo for Michael Menefee

Michael Menefee

MS, AWMA℠, AAMS

Financial Advisor

ACCREDITED WEALTH MANAGEMENT ADVISOR™
Visit Michael Menefee's website
Advisor photo for Shirley Malone

Shirley Malone

Financial Advisor

Visit Shirley Malone's website
Advisor photo for Santosh Terala

Santosh Terala

MBA

Financial Advisor

Visit Santosh Terala's website
Advisor photo for Jerald Cooperman

Jerald Cooperman

AAMS

Financial Advisor

Visit Jerald Cooperman's website

James Donahue

Financial Advisor

Visit James Donahue's website

Ron Ernst

Associate Financial Advisor

Visit Ron Ernst's website


Team

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
View more
Lisa Berry

Lisa Berry

Client Service Specialist

Personal Intro

Lisa grew up in Arlington, Texas where she attended Tarrant County College. She has over 18 years of experience as an administrative professional with a focus on client services and business development. Outside of work she loves to enjoy a nice cup of coffee or sweet tea, anything country, and spending time with her 3 children Ashlyn, Rylan, Collin, and their dog Cody.

View more
Samantha Cromer

Samantha Cromer

Client Service Coordinator

Melissa Terrill

Client Service Coordinator

Becky Bolstad

Client Concierge

Oren Fields

Oren Fields

Office Manager