Fields Wealth Management

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

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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 Shirley Malone

Shirley Malone

Financial Advisor

Visit Shirley Malone'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 Jerald Cooperman

Jerald Cooperman

AAMS

Financial Advisor

Visit Jerald Cooperman's website
Advisor photo for Santosh Terala

Santosh Terala

MBA

Financial Advisor

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James Donahue

Financial Advisor

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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
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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.

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Samantha Cromer

Samantha Cromer

Client Service Coordinator

Oren Fields

Oren Fields

Office Manager