Partner | Wealth Manager
“I love helping people at every stage of life.”
Curtis Lacy has more than two decades of experience as a financial advisor. He is a fee-based financial fiduciary holding his Series 65 registration as well as his life, accident and health insurance license in Texas. While growing up in the small town of Cisco, Texas, Curtis developed his strong work ethic. He graduated from Texas A&M University with a Bachelor of Business Administration (BBA) degree in finance.
Curtis, along with a team of multi-disciplined professionals, focuses on delivering value by using the team’s collective experience and knowledge of investment planning, risk management and insurance, and liability management. He especially enjoys working on complex financial and tax planning issues, like those faced by farmers, land owners and business owners, working closely with client CPAs and tax professionals to find tax mitigation solutions.
Many of Curtis’ clients need help with retirement planning. As he puts it, “I’ve walked through this process dozens of times, my clients just once. I do everything possible to make it easy and successful for them.”
Curtis’ experience in the financial services industry is extensive. Before joining Rollo Wealth Management, he worked at Wells Fargo as a financial advisor for more than eight years and at BBVA Compass Investment Solutions as a personal investment officer for almost three years. Prior to that he spent more than five years as a senior investment officer at Guaranty Brokerage Services.
When he’s not working, Curtis loves spending time with his family. His wife, Rachel, teaches at a local high school in College Station. The couple has three children, Ellie, Cade and Jude, who are active in riding horses and practicing Tae Kwon Do. Together, the family is active in their community by serving at their local church; Curtis is also involved with the local Chamber of Commerce. They raise registered Texas Blue Lacy game dogs.