History

TBG Wealth Management, LLC was formed in March of 2014, although the foundation of its existence began long before. Al Rolfsen, Kasey Davis and Wendy Coleman founded TBG Wealth Management in an effort to provide a service oriented and communication based investment management firm. Our goal was, and still is to provide a team approach in order to maximize the individual strengths of each member. We have worked together in various capacities over many years dating back to 2001 and share similar values, including the desire to build and sustain lasting relationships. As time passed, circumstances changed and plans were revised, which culminated in creating a lasting entity that would allow our clients to continue to be our top priority. We want you to know that TBG Wealth Management was established to provide you with the level of service and continuity that you expect and deserve.