Kasey Davis, CFP®
Managing Partner
(512) 346-1225
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) 346-1225
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...