We’re a team dedicated to providing thoughtful, personalized financial guidance that helps grow and preserve wealth over the long term. We take the time to understand each client’s goals and values, building lasting relationships based on trust and care. By offering clear guidance, comprehensive planning, and ongoing support, we help clients feel more confident in their decisions today while preparing for a secure and meaningful future. Our goal is to simplify complexity, provide reassurance, and create strategies that endure for generations, so clients can focus on what matters most with more peace of mind.

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

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Our advisors

Advisor photo for Charla K McIntyre Fields

Charla K McIntyre Fields

MBA

Private Wealth Advisor

Learn more about Charla K McIntyre Fields
Advisor photo for Rob O'Brien

Rob O'Brien

Financial Advisor

Learn more about Rob O'Brien
Advisor photo for Danielle Schlech

Danielle Schlech

MBA, CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Danielle Schlech
Advisor photo for Scott Armey

Scott Armey

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Scott Armey
Advisor photo for Bobby Wenzig

Bobby Wenzig

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Bobby Wenzig
Advisor photo for Madison Phillips

Madison Phillips

Associate Financial Advisor

Learn more about Madison Phillips
Advisor photo for Christopher Daniel Stearns

Christopher Daniel Stearns

BFA, APMA®, CRPC

Associate Financial Advisor

Learn more about Christopher Daniel Stearns
Advisor photo for Michael Menefee

Michael Menefee

MS, AWMA®, AAMS®

Financial Advisor

ACCREDITED WEALTH MANAGEMENT ADVISOR™
Learn more about Michael Menefee
Advisor photo for Jerald Cooperman

Jerald Cooperman

Financial Advisor

Learn more about Jerald Cooperman
Advisor photo for Santosh Terala

Santosh Terala

MBA

Financial Advisor

Learn more about Santosh Terala
Advisor photo for James Donahue

James Donahue

Financial Advisor

Learn more about James Donahue


Our team

Dave Brundage

Dave Brundage

Operations Director

Personal Intro

Dave joined Ameriprise in 1993 and brings decades of leadership experience and operational insight to Fields Wealth Management. Throughout his career, he has focused on building high-performing teams, supporting strategic growth, and enhancing efficiency across the organization. Outside of work, Dave enjoys spending time with his wife, Debi, their six children, and sixteen grandchildren.

Qualifications

  • BS, Business Administration, University of Nevada - Las Vegas

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Brittney McDonough

Brittney McDonough

Business Development Director

Personal Intro

Brittney leads strategic marketing, client communication, branding, events, and business development initiatives, helping strengthen relationships and support continued growth. She enjoys creating meaningful client experiences through creativity, connection, and thoughtful communication. Outside of work, Brittney enjoys time with her family, summers at the lake, and cheering on the Minnesota Timberwolves and Vikings.

Qualifications

  • BA, Marketing and Communications, University of St. Thomas, St. Paul, MN

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Oren Fields

Oren Fields

Office Manager

Nia Gilmore

Nia Gilmore

Financial Planning Specialist

Personal Intro

Nia is originally from Brandon, Mississippi, and moved to Texas to pursue new opportunities and study financial planning at the University of North Texas. She enjoys helping create personalized financial plans that align with each client’s goals and lifestyle and values being part of a team that genuinely cares about the people they serve. Outside of work, Nia enjoys traveling to warm, sunny destinations and sewing.

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Rebecca Bolstad

Rebecca Bolstad

Client Service Specialist

Melissa Terrill

Melissa Terrill

Client Service Specialist

Personal Intro

Melissa is a lifelong Texan who has spent her entire life in Arlington. With many years of experience in the financial industry, she is passionate about helping clients work toward their financial goals and gain greater confidence in their future. Outside of work, Melissa enjoys quilting, working on jigsaw puzzles, and taking in a beautiful Texas sunset.

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Michelle Rodriguez

Michelle Rodriguez

Client Service Specialist

Qualifications

  • BBA, University of Phoenix

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Morgan Brown

Morgan Brown

Client Service Specialist

Personal Intro

Morgan is originally from the small town of Chico, Texas, and earned her degree in sales and marketing from the University of North Texas. She enjoys helping clients and being part of a team dedicated to delivering exceptional service. Outside of work, Morgan enjoys spending time with friends, hosting trivia and bingo events, and dreaming about her future cruise vacation.

Qualifications

  • BBA, Marketing, University of North Texas

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