Roger H. Scheffel Jr., CPA, PFS

Email: roger@wstam.com

Mr. Scheffel is the Director of Wealth Management Services and a Portfolio Manager for Wilbanks, Smith and Thomas Asset Management, LLC. Roger is a member of the investment committee. Over the past two decades, Roger has worked extensively with entrepreneurs, wealthy families and senior executives in areas including the acquisition and financing of closely-held businesses, investment capital management, estate planning, beneficiary mentoring and education, in addition to other aspects of multi-generational planning.

Before joining Wilbanks, Smith and Thomas, Mr. Scheffel worked with a Global Wealth Management and Investment Banking Firm. While there, he was responsible for managing client relationships, portfolio management, lending and financial planning. Prior to entering the Financial Services Industry, Mr. Scheffel was a Senior Manager in Ernst & Young’s Private Client Services. As part of this practice, he was involved in planning for the commercial activities of an entrepreneur and senior level corporate executives.

Mr. Scheffel 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 Texas Society of CPA’s. He is a member of the Personal Financial Planning Section and holds the Personal Financial Specialist credential. Also he is licensed to sell life and health insurance in Virginia. Mr. Scheffel has taught Portfolio Management as an adjunct professor at a local university in the M.B.A. program.

Current community activities include serving as a Board member of the Virginia Zoological Society. Mr. Scheffel is a member of the 2001 Leadership Class with Lead Hampton Roads, a program of the Hampton Roads Chamber of Commerce.