Roger is Sr. Managing Director for CAS. Prior to the April 2024 acquisition of the CAS division, the firm was defined as Wilbanks Smith & Thomas Asset Management, LLC (“WST”), an SEC registered investment adviser headquartered in Norfolk, VA, where Roger served as a Principal and Portfolio Manager, as well as Chief Investment Officer for WSTCM, the ETF strategist division of WST. Before joining WST in 2009, Roger held relationship and portfolio management responsibilities at a global wealth management and investment banking firm. Prior to entering the financial services industry, he was a Senior Manager in Ernst & Young’s Private Client Services division.

A native of Texas, Roger graduated from St. Mary’s University with a Bachelor of Business Administration in Accounting. He is a member of the American Institute of CPA’s and the Personal Financial Planning Section and holds the Personal Financial Specialist credential. Roger has taught Portfolio Management to MBA candidates as an adjunct professor at a local university.

Current community activities include serving as a Board member of the Tidewater Community College Educational and the Robins Foundation. Roger also serves on the Investment Committees of the Tidewater Community College Educational Foundation and the Robins Foundation. Roger is a member of the 2001 Leadership Class with Lead Hampton Roads, a program of the Hampton Roads Chamber of Commerce. He spends his free time golfing, camping and woodworking; he and his wife live in Virginia Beach.