Our team strives to provide an elevated standard of care to individuals, families, and businesses both locally and around the country. Our mission is to become clients' most trusted partner by leveraging our experience, expertise, 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.


Our advisors

Charla K McIntyre Fields

MBA

Private Wealth Advisor

Learn more about Charla K McIntyre Fields Visit Charla K McIntyre Fields's website

Bob O'Brien

Financial Advisor

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

Danielle Schlech

MBA, CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Danielle Schlech Visit Danielle Schlech's website

Scott Armey

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Scott Armey Visit Scott Armey's website

Michael Menefee

MS, AWMA℠, AAMS

Financial Advisor

ACCREDITED WEALTH MANAGEMENT ADVISOR™
Learn more about Michael Menefee Visit Michael Menefee's website


Our 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

Kristen Thorn

Kristen Thorn

Client Service Specialist

Morgan Brown

Morgan Brown

Client Service Specialist

Qualifications

  • BBA, Marketing, University of North Texas

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Michelle Rodriguez

Michelle Rodriguez

Client Service Specialist

Qualifications

  • BBA, University of Phoenix

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Dave Brundage

Dave Brundage

Operations Specialist