Fields Wealth Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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

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Advisors

Charla K McIntyre Fields

MBA

Private Wealth Advisor

Visit Charla K McIntyre Fields's website

Bob O'Brien

Financial Advisor

Chief Operating Officer of Fields Wealth Management
Visit Bob O'Brien's website

Michael Menefee

MS, AWMA℠, AAMS

Financial Advisor

ACCREDITED WEALTH MANAGEMENT ADVISOR™
Visit Michael Menefee's website

Danielle Schlech

MBA, CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Danielle Schlech's website

Scott Armey

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Scott Armey's website

Madison Phillips

Associate Financial Advisor

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Shirley Malone

Financial Advisor

Visit Shirley Malone's website

Jerald Cooperman

Financial Advisor

Visit Jerald Cooperman's website

Santosh Terala

MBA

Financial Advisor

Visit Santosh Terala's website

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,

Marketing Manager

Personal Intro

I grew up in the beautiful state of Minnesota and attended the University of St. Thomas where I earned a bachelor's degree in marketing and communications. Whenever I have free time, I love going on adventures with my husband and son. We spend most of our summers out on the lake. But once football season starts, you can find us wearing our purple and gold cheering on our favorite team, the Minnesota Vikings!

Qualifications

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

Samantha Cromer

Client Service Specialist

Oren Fields

Oren Fields

Office Manager

Melissa Terrill

Melissa Terrill

Client Service Specialist

Rebecca Bolstad

Rebecca Bolstad

Client Service Specialist