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Meet Our Wealth Team

KS Trust and Wealth team photo.

Our team’s collective knowledge and experience forges our ability to serve our clients more extensively and develop a clear path. It allows us to address the increasingly complex challenges of today’s landscape and provide comprehensive financial advice with a clear vision for the future.

Roger Thomas professional photo.Roger K. Thomas, Senior Wealth Consultant has twenty years of banking experience, with sixteen of those years in wealth management, serving as a fiduciary. Roger holds an AIF certification (Accredited Investment Fiduciary certification from fi360/Cannon Financial Institute). His background includes investment management, personal tax, tax planning and estate planning as well as administration of employee benefit accounts (specifically 401k plans). He has served as a Relationship Manager and Employee Benefits Officer.

Roger's educational background includes a degree in Trust and Investment Management with a minor in Financial Planning and a Master in Business Administration degree from Campbell University. He holds a North Carolina Life and Health Insurance License.

Jim Watts professional photo.Jim L. Watts has twenty-nine years of fiduciary experience. He has served as Senior Investment Strategist and Relationship Officer. His experience includes an extensive background in investment management, personal trust, tax planning and estate settlement.

After graduating from Campbell University with a Trust and Investment Management degree with a minor in Financial Planning, he received a Graduate Trust Degree from Northwestern University. Jim holds a CTFA certification (Certified Trust and Financial Advisor) as well as a CISP certification (Certified IRA Services Professional) and served as former Chairman for the ABA IRA Steering Committee, Washington, D.C.

Shannon Austin professional photo.Shannon Austin has been in the wealth management industry for 7 years and is a graduate of Campbell University with a Bachelor of Business Administration in Trust and Wealth Management and a minor in Financial Planning. She is responsible for growing the wealth and 401k business, while providing comprehensive financial planning to individuals, families and businesses within key markets. 

Heidi K. Watkins, Trust Operations Manager, has been with KS Bank since 2006.  Her experience includes operations, finance, and trust administration.  Heidi is a graduate of Southeastern Trust School, Campbell University.  She oversees the trust administrative duties for KS Trust.

Investments managed by KS Bank’s Trust Department are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value