Contact Us  (423) 664-4508

Texas Office

Allen, TX

700 Central Expressway South, Suite 210
AllenTX 75013

(214) 644-2560

Upcoming Workshops

Southport Capital offers two different workshops, Maximizing Social Security and Your Dream Retirement. Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!

Maximizing Social Security

Coming Soon.

TBD

Your Dream Retirement

Coming Soon.

TBA

Bob Rothe, CFP®

Regional Managing Director
(214) 644-2564

Bio

Bob attended Southern Methodist University on a football scholarship and was a member of the Alpha Tau Omega fraternity. After graduating, he served as a C-130 pilot in the United States Air Force.

Bob received his securities and insurance licenses in 1979 and his Certified Financial Planner designation in 1992. He previously served as CEO of Fortune Financial Services, LLC for more than 20 years. In 2011, he left Fortune Financial Services to become the founder and President of Wealth Management Group, LLC.

Bob has previously served as board chair of the First United Methodist Church of Allen, the Kerrville First United Methodist Church, the Allen Chamber of Commerce, the Allen Rotary Club, Allen Community Outreach, and the Arts of Collin County Foundation. He has served as the foreman of the Collin County Grand Jury and has served on the boards of the Abilene Exchange Club, the East Dallas Rotary Club, Send Hope, Inc., The Foundation for Allen Schools, the Allen Philharmonic Symphony, the Presbyterian Hospital of Allen and the Collin College Foundation.

Bob is a member of the Financial Planning Association. He currently serves as the investment committee chair of the United Methodist Higher Education Foundation and on the Executive Committee of the Kerrville First United Methodist Church. He is a speaker to church groups on topics such as stewardship and managing money from a Biblical perspective.

Bob is a Paul Harris Fellow and a graduate of Leadership Allen. He was the recipient of the Leadership Allen Distinguished Alumni Award and the Spirit of Allen (citizen of the year) award. He was recognized as a member of the “21 for the 21st Century” group honoring Collin County leaders. He received the Allen Chamber Pacesetter award, recognizing the chamber member of the year and was recognized as Trustee of the Year by the United Methodist Higher Education Foundation.

Bob and his wife, Merry Ann, have a house Kerrville and an apartment in Allen. They have two adult children and five grandchildren. Bob enjoys golf, travel, digital photography, high school football, and spending time with grandkids.

Henry Lessner, CFP®

Investment Advisor
(214) 644-2566

Bio

Henry graduated from Texas A&I University with a BS degree in Electrical Engineering. He was in the telecommunications industry for over 30 years, most notably leading MCI (now Verizon) to start, develop, and expand its vast global voice, data, and Internet network. Henry received his securities and insurance licenses in 2005 and his Certified Financial Planner designation in 2008. Henry joined Fortune Financial Services, LLC in 2005 and in 2011, left to help start Wealth Management Group, LLC.

Henry has previously served as President of the Allen/Fairview Chamber of Commerce, President of the Arts of Collin County Foundation, and is a founding Board member of the Allen Philharmonic Symphony Orchestra. He served as a Board member of the Allen Community Outreach for 11 years, twice as Board President, and was Co-Chair of ACO’s capital campaign.

Henry has recently served three terms on the Fairview Town Council. He was selected as Mayor Pro-Tem for two of those terms. Henry is a former Club President of the Allen Sunrise Rotary Club and is now the founding President of the new Fairview Rotary Club. He serves as an advisor to the Allen Library Endowment Board and the Samaritan Inn Endowment Board. He also works with the Garden Club at Caldwell Elementary School in McKinney.

Henry is a member of the First United Methodist Church in Allen having served in many lay leadership positions including Administrative Council Chair, Lay Leader, Staff-Parish Relations Chair, Evangelism Chair, Finance Committee Chair, and was co-chair of a building expansion committee. He currently serves as Chair of the Endowment Committee and is on the Evangelism Committee. Henry sings in the chancel choir and leads an adult Sunday School class. He also leads education courses offered through the church including Dave Ramsey’s Financial Peace University. He previously served as the Lay Leader for the North Central District and Associate Lay Leader for the North Texas Annual Conference. Henry has also served the North Texas Annual Conference representing them at the 2012 and 2016 Jurisdictional and General Conferences.

Henry lives in Fairview with his wife Nancy. They have two adult children and five grandchildren who all live in McKinney. His outside interests include volunteering, reading, and hanging with his grandchildren.

Manita Lam, CPA, CFP®

Investment Advisor
(214) 644-2565

Bio

Manita graduated from the University of Oklahoma with a Bachelors Degree in Accounting. She is licensed as a Certified Public Accountant in the State of Texas and has over 20 years of experience in the field. She has worked in a variety of corporate positions at major companies including; American Airlines, Sabre, and Global Knowledge, Inc.

Manita operates and manages a CPA firm in Allen. As a CPA, Manita has specialized in working with Individuals, Partnerships, Corporations, LLC’s., and S Corporations. Client services range from preparing income tax returns to developing a comprehensive financial plan that examines every aspect of the client’s financial position, strategies, goals, and growth opportunities.

Manita is a member of the Allen Sunrise Rotary Club. She also participates regularly in community service projects and organizations, and is member of various local running clubs.

Manita lives in Allen. She enjoys spending time with her two children, family and friends, traveling, and maintaining her health and physical fitness. She has completed many half and full marathons and competes in Spartan races. She continually strives to challenge herself both physically and her career.

Robert Lachica, CFP®

Investment Advisor
(214) 644-2567

Bio

Robert graduated from the University of Texas at Austin with a BBA majoring in marketing. After retiring from a successful career with American Airlines, Robert joined Fortune Financial Services, LLC in 2006. Robert received his securities and insurance licenses in 2006 and his Certified Financial Planner designation in 2009. In 2011, he left Fortune Financial Services to help start Wealth Management Group, LLC where he now serves as Director of Operations.

Robert is a member of the Financial Planning Association and has lived in the DFW area for many years with his wife Diana. He enjoys traveling, physical fitness, and bird watching, but most of all, helping clients achieve their financial goals.

Terms of Service

These documents are for general information and educational purposes only, and must not be considered an investment or financial planning advice. Such advice must be tailored to your individual situation and objectives. Investors should consult all available information, including fund prospectuses, and investment legal and accounting professionals, before making any fund purchase or executing any investment or financial planning strategy. They must exercise their own independent judgment when making any investment decision.

All investments involve risk. There can be no guarantee that the strategies, tactics, and methods discussed here will be successful. Shares may be more or less valuable than purchase price at any time in the future. Any performance-related numbers referenced are not verified and are being used for informational purposes only.

Copyright © 2019 Southport Capital®