Broker Check
Wendy Coleman

Wendy Coleman

Managing Partner

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 Health Insurance License. A native Texan, Wendy’s first career was in the hospitality industry. She held various positions in the industry from 1981 through 1998, working in both sales and management. In 1998, she was fortunate to have the opportunity to take time off from her career to be a stay-at-home mom until her daughter started kindergarten in 2003. When her return to work brought her into the financial services field, she utilized her experience in the hospitality industry as the foundation to develop the type of outstanding customer service TBG Wealth Management strives to provide to our clients. Wendy resides in Round Rock, Texas with her husband. In her free time, she enjoys cooking, traveling and spending time with family and friends.