Who We Are

^{Get To Know Us}Working to Take the Worry Out of Wealth

For many families, establishing a meaningful legacy is one of their most important long-term goals. We partner with you to look toward the future, creating tailored wealth management and estate planning strategies designed to help you support your loved ones and pass on what you've built to the next generation.

Integrity is at our core. It guides how we serve our clients, empower our team, and engage with our community. We are honored to serve those who have entrusted us with their financial futures.

Meet Your Team

Behind our firm is your collaborative team that works together to support your financial goals and provide the steady guidance you deserve through every stage of your life.

Debbie Fields, CFP®

Co-Founding Partner / CEO / CFO

Debbie is the co-founder and a partner at FMB Wealth Management. Her focus is on leading the firm and providing administrative, operational and compliance support for the staff and advisors. She has been a CERTIFIED FINANCIAL PLANNER™...

Grant Blindbury, CFP®, AEP®

Partner

Grant Blindbury is a Partner and key member of the management team at FMB. He leads many of the Strategic Planning initiatives at the firm, both in design and execution. His leadership responsibilities include establishing the firm's...

Jeremy J. Fields, CFP®, AIF®, RF™, FBS®

Partner / Chief Technology Officer

Jeremy’s (JJ’s) role with FMB Wealth Management and FMB Retirement Services is coordinating the financial needs of high net worth individuals with an emphasis on educating business owners and their employees on the benefits of...

Danny Mock, M.S., CFP®

Partner / Chief Investment Officer

Danny is a Partner and Chief Investment Officer. He is responsible for the development and implementation of Impact Planning at FMB. He also leads the investment committee at the firm and is a member of the executive committee. His...

David Howerton, IACCP®

Chief Operations Officer / Chief Compliance Officer

As COO David designs, implements and oversees the firm’s operations, human resources and compliance. Reporting to the CEO and working as a key member of the firm’s Executive Management team, David takes a leadership role in supervising...

Kathleen Loncto

Client Service Associate

Kathleen is responsible for managing various types of communication for the firm including marketing, public relations, and social media platforms. She determines communication strategies to enhance the firm’s messaging and ensures...

Jake Berman, MBA, CPWA®

Director of Advisor Services

Jake specializes in portfolio management, assisting with portfolio design, investment strategy, and tax loss harvesting. Through a liability-driven approach, he helps with the process of constructing comprehensive financial plans that...

AJ Miller, CRPS®

Advisor

AJ’s role as Advisor has grown over the last few years from an Associate Advisor, assisting Partners with their clients, to focusing on his own individual and business clients. After seeing many coworkers in previous industries...

Brandon Berges

Associate Advisor

Brandon Berges joined FMB Wealth Management as an Associate Advisor with a passion for delivering thoughtful financial strategies and cultivating meaningful client relationships. In his role, Brandon works closely with the firm’s...

Christine Oliver

Client Service Associate

Christine joined our Team with a focus on extending customized experiences for our clients, as well as to further personalize our connections with each of them. With over 15 years as the Executive Assistant at a local five-star hotel,...

Ariana Nicolau

Client Service Associate

As a member of the Client Services team, Ariana's focus is on delivering the ultimate client experience while assisting with client onboarding and account management processes. Ariana joined FMB in 2022 and brings with her a passion...

Chris McKay

Client Service Associate

Chris is a new member of the Client Services team, focusing on client onboarding and assisting with account management. He also works closely with the Retirement Services team, ensuring a seamless set-up and follow through on all...

Sandy Duncan

Retirement Services Associate

Sandy joined the FMB team in February 2025. She was previously a Senior Pension Administrator with Ascensus, working with business owners in managing their retirement plans. With over 40 years of experience in retirement services,...

About Our Founder

Thomas Fields
In Memoriam – Founding Partner
(Apr. 20, 1960 - June 21, 2018)

Tom was our founder and enthusiastic leader from the beginning. In 1994 he began to offer fee-based advisory services which led to him founding Fields Financial Associates, Inc. in 2001. As FFA refined its wealth management services, the firm’s name was changed to FMB Wealth Management in 2008.

Tom earned his degree in Math from Occidental College in Los Angeles. In 1987, he earned the professional designation CERTIFIED FINANCIAL PLANNER™ (CFP®). He was a FINRA Registered Representative from 1986-2012 and a Supervisory Principal from 1997-2012.

Tom was an avid cyclist and stand-up paddleboarder, beloved husband, devoted father and exceptional leader.

He was deeply respected, loved and is missed by all who knew him.

^ContactLet's Start 
The Conversation

We'd love to learn more about you and your financial goals. Reach out today to schedule a complimentary consultation with our advisory team — no cost, no obligation, just a conversation.

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Who We Are

Get To Know Us Working to Take the Worry Out of Wealth

Meet Your Team

About Our Founder

ContactLet's Start The Conversation

^{Get To Know Us}Working to Take the Worry Out of Wealth

^ContactLet's Start 
The Conversation