Broker Check

Meet The Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Kasey Davis, CFP®

Managing Partner

(512) 346-1223

(512) 346-1225

kdavis@cfiemail.com

Kasey Davis is a CERTIFIED FINANCIAL PLANNER™ Practitioner and founding member of TBG Wealth Management, LLC, providing investment advice and guidance for clients based on individual client needs. She believes that continued...
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Wendy Coleman

Managing Partner

(512) 346-1223

(512) 346-1225

wcoleman@cfiemail.com

Wendy Coleman is also a founding member of TBG Wealth Management, LLC, and serves as the Operations Manager, with a focus on client relationship management. She holds her Series 7 and 66 Securities Licenses as well as her Life and...

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