Curtiss LaCross, C(k)P®, CPFA, CRPC®

First Vice President - Financial Advisor, Consulting Group

505-872-5916
Email |
505-872-5900

I work with high net worth individuals and families, offering a boutique financial services experience. Focused on planning, I work with clients to prepare for retirement, education expenses, estate planning and wealth transfer, while managing risks and tax efficiency. I manage accounts through RBC Wealth Management’s Portfolio Focus program, which is a personalized portfolio management program. Through the Portfolio Focus program, I can make investment decisions on your behalf, which allows you to simplify your life. Some of the advantages that I can provide to you through the Portfolio Focus program:  

Expertise— 

Only a select group of RBC Wealth Management’s financial advisors are eligible to serve as portfolio managers in the Portfolio Focus program. This means I have been carefully screened and have the knowledge and experience necessary to carefully evaluate and implement the most suitable investment ideas available for you.  

Personalized Portfolio Management— 

As your portfolio manager, I will take the time to learn all about you—your family situation, financial goals, investment preferences, time horizon, and tolerance for risk. Based on this deep understanding of your needs, I will create and maintain a portfolio that’s tailored to your needs  

Customized Service— 

Acting with integrity and providing you superior client service, I will allocate your portfolio to meet your specific needs and goals, positioning you to take advantage of opportunities the market presents.
After graduating from the Culinary Institute of America in 1989, I had a very successful career as a professional chef and restaurateur. Drawing upon these real life experiences, I began my financial services career at Merrill Lynch in 2007. I am passionate about my clients' success, and continues to emphasize on-going education and research.

Ron Short

First Vice President - Financial Advisor

505-872-5907
505-872-5900

Qualifications

I have been providing financial consulting services to investors from across the country since 1984. I was raised in Denver, Colorado and received a B.A. Degree from the University of Colorado, Boulder majoring in Economics in 1971. I worked in Wyoming for Western Analysts as an Economic Consultant contributing to various environmental impact statements from airports to coal fired electric plants and a state sponsored minor court study that took me to all 23 Wyoming counties.

In 1977 I moved to Durango, Colorado and became the Executive Director of the 5 county 10 community Southwestern Colorado Economic Development District. Which is a local federal partnership program intended to address the long standing below average economic growth rate of that part of Colorado. Upon moving to Albuquerque I began my career as a financial advisor. For the last 16 years I have had the privilege of working with Holly Whisenand, a senior sales assistant, whose remarkable people skills, attention to detail and knowledge of the business has dramatically improved my efficiency. I currently have my Series 7 and 63 FINRA registrations and my insurance and commodities licenses.

Personal

My wife Claudia and I live in the Village of Los Ranchos de Albuquerque and have 2 grown daughters. I have been involved with many community service organizations but most enjoy my volunteer work with the YMCA of Central NM. I truly enjoy the outdoors and am an avid golfer, pilot, tennis player, fly-fisherman and skier. Claudia and I both enjoy traveling to our favorite fishing spot on the North Platte River in Wyoming where we have a summer home.

Holly Whisenand

Senior Registered Client Associate

505-872-5935
505-872-5900

Holly’s career in the financial services industry began years ago as a teller at a local bank. She advanced to working in Human Resources as a specialist assisting in the hiring process and educating employees on the importance of 401(k) plans. Holly began working as a Client Associate in 1997. When she joined RBC Wealth Management in 2001 she was promoted to Senior Registered Client Associate. 

Holly has her Series 7, 63 and 65 registrations and as a licensed Registered Representative is fully capable of executing trades and client requests. She uses her experience and knowledge to be an invaluable asset to Curtiss'and his clients by assisting with documents, internet access through our client account website, helping interpret statements and generally the “go to” person for clients with questions! She focuses on delivering knowledge and friendly service to all of Curtiss' clients. 

Holly is active with the youth of Albuquerque through YoungLife. She also enjoys outdoor activities with her family including hiking, running (completed 14 marathons) and the sport of triathlon.