Fields Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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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

Christopher Daniel Stearns

Associate Financial Advisor

Visit Christopher Daniel Stearns's website

Scott Armey

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Danielle Schlech

MBA, CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Danielle Schlech's website

Madison Phillips

Associate Financial Advisor

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Michael Menefee

MS, AWMA℠, AAMS

Financial Advisor

ACCREDITED WEALTH MANAGEMENT ADVISOR™
Visit Michael Menefee's website

James Donahue

Financial Advisor

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Jerald Cooperman

Financial Advisor

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Santosh Terala

MBA

Financial Advisor

Visit Santosh Terala'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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Dave Brundage

Dave Brundage

Operations Specialist

Kristen Thorn

Kristen Thorn

Client Service Specialist

Melissa Terrill

Melissa Terrill

Client Service Specialist

Michelle Rodriguez

Michelle Rodriguez

Client Service Specialist

Qualifications

  • BBA, University of Phoenix

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Morgan Brown

Morgan Brown

Client Service Specialist

Qualifications

  • BBA, Marketing, University of North Texas

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Oren Fields

Oren Fields

Office Manager

Rebecca Bolstad

Rebecca Bolstad

Client Service Specialist

Samantha Cromer

Samantha Cromer

Client Service Specialist