North Carolina Office

Raleigh, NC

Scott Braddock

Regional Managing Director
(214) 644-2564

Bio

Scott Braddock specializes in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. Like many people, your retirement may last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.

We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit. There is no cost or obligation with talking with us by phone or meeting to discuss your circumstances and your retirement goals. We look forward to working with you soon to help you lower your stress and worry over your retirement years.

Amy Natalee

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.