Our Team

Roger K. Thomas, Chief Wealth Officer, has over twenty years of banking experience, with the majority of that time spent 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, estate planning, and the administration of employee benefit accounts, specifically 401(k) 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, as well as a Master's in Business Administration from Campbell University. He holds a North Carolina Life and Health Insurance License.

Jim L. Watts has over thirty 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 degree in Trust and Investment Management and a minor in Financial Planning, he received a Graduate Trust Degree from Northwestern University. Jim holds a Certified Trust and Financial Advisor certification as well as a Certified IRA Services Professional certification and served as the former Chairman of the ABA IRA Steering Committee in Washington, D.C.

Shannon Austin has worked in trust and wealth management for over ten years. She is a graduate of Campbell University, holding a Bachelor's in Business Administration in Trust and Wealth Management with a minor in Financial Planning. She is responsible for growing the wealth and 401(k) business, while providing comprehensive financial planning to individuals, families, and businesses within key markets. 

Noah Holt has been working in the financial industry for several years now. He has experience in financial customer service and account management. In his role as a wealth consultant, he is responsible for managing client relationships and investments, as well as assisting with portfolio management. He has a Bachelor's in Business Administration from Campbell University.

Heidi K. Watkins, Trust Operations Manager, has worked in the banking industry since 2006. Her experience includes operations, finance, and trust administration. Heidi is a graduate of Southeastern Trust School at Campbell University. She oversees the trust administrative duties for Kestrel Wealth Management.