TBG WEALTH MANAGEMENT - Key Persons

Kasey Davis - CEO

Job Titles:
  • Founding Member
  • Managing Partner
  • CERTIFIED FINANCIAL PLANNER
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 communication is the key to ensuring that those needs are met. Kasey entered the financial services industry in 1992 in her home state of Maryland. In 1998 Kasey and her daughter moved to Texas to pursue an opportunity with a wealth management firm where she acquired additional skills and developed her strong commitment to serving her clients. Kasey holds her Series 7, 63, 65 and 24 as well as her Life and Health Insurance License. Over the years she has assisted both individual and business clients with their financial planning needs. Kasey purchased The Benefit Group, LLC in 2013. The Benefit Group is a full service insurance and employee benefits firm which has served the needs of Texas clients since 2006. Kasey is a member of several trade and community service organizations. She enjoys traveling and spending time with family and strives to maintain balance between her family and career.

Wendy Coleman - CEO

Job Titles:
  • Founding Member
  • 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.