Advisors

Chuck Tolbert

Founder & CEO | Tolbert Financial Group (TFG)

Chuck Tolbert is a seasoned financial professional and the founder of TFG – Tolbert Financial Group, a nationally recognized firm committed to helping individuals, families, business owners, and high achievers secure their financial futures. With a deep understanding of wealth-building principles and risk management strategies, Chuck has helped protect and guide hundreds of clients toward lasting financial security.

Before launching TFG, Chuck distinguished himself as a top-producing advisor at Northwestern Mutual, where he earned the prestigious Pacesetter 40 Award, recognizing outstanding performance and client impact early in his career. His success there laid the groundwork for what would become a purpose-driven mission: equipping clients from all walks of life with the same tools and strategies traditionally reserved for the wealthy elite.

Chuck’s approach is rooted in education, empowerment, and execution. At TFG, he leads a dynamic team that specializes in life insurance solutions, retirement planning, business succession strategies, and legacy building—always with a focus on tailored guidance and long-term results.

Drawing from a unique background that spans the creative and financial industries, Chuck brings a rare combination of insight, innovation, and relatability. His transition from entertainment to economics was driven by a firsthand understanding of the financial pitfalls that often plague creatives and entrepreneurs. Today, he uses that insight to bridge the gap between ambition and financial clarity—ensuring that clients not only earn wealth but keep it, grow it, and pass it on.

At TFG, Chuck isn’t just building portfolios—he’s building legacies.

Sheila Walker, ma, cfle

Licensed Broker & Financial Strategist | Legacy partner

Sheila Walker is a self-employed Licensed Broker, Financial Strategist and CFLE with an accomplished background in education, coaching, insurance and business. With a Bachelor of Science and Master of Arts, Sheila brings more than 25 years of experience rooted in teaching, coaching, training, leadership, and client-centered financial planning.

She began her career in education, serving as a teacher, coach, trainer, coordinator and leader. Her passion for lifelong learning and community empowerment led her to become a CFLE, allowing her to blend academic theory with real-life application to strengthen families and communities through education and support.

Now, as a Licensed Broker and Financial Strategist, Sheila offers customized strategies in insurance, retirement planning and wealth-building. She is known for her ability to explain financial concepts clearly and empower individuals and families to make informed, confident decisions. Her holistic, education-driven approach sets her apart in the industry and continues to build trust with her diverse clientele.

Sheila’s unique blend of educational expertise, financial insight and family-centered advocacy makes her a dynamic leader and lifelong mentor. Whether in the classroom, the boardroom, or one-on-one with clients, she is committed to helping others grow, thrive, and achieve lasting success.

MIKE degan

Wealth Strategist & Investment Advisor

Mike Degan is a financial advisor with a unique background that blends technical expertise, investment savvy, and a deep commitment to service. Based in Lake Jackson, Texas, Mike brings a thoughtful, problem-solving mindset to financial planning, drawing from his experience as a Navy veteran, electrical engineer, and former chief technology officer.

Originally raised in Spain and having lived in more than 25 cities across the U.S., Mike developed a broad perspective and adaptability that serve him well in working with clients from all walks of life. He earned his degree in electrical engineering with a computer science minor from the University of Nebraska and spent over a decade successfully managing his own investments before turning his personal success into a professional calling.

Mike holds life and health insurance licenses and is securities licensed, serving clients primarily in Texas, California, Tennessee, Florida, and Virginia. He works extensively with educators, veterans, federal employees, and small business owners—often supporting entire families across generations. Whether managing 403(b) plans, IRAs, life insurance, or annuities, Mike aims to be a comprehensive resource for his clients’ financial needs.

Known for his depth of knowledge, Mike takes a detailed, analytical approach to advising—one shaped by years of independent research and hands-on experience. Clients value his calm, caring presence and his ability to simplify complex topics while always putting their best interests first. His Christian faith and military background anchor his approach with integrity, compassion, and diligence.

Outside the office, Mike enjoys playing guitar and piano, running, spending time with his five children, supporting fellow veterans and the Veterans of Foreign Wars. Whether organizing community initiatives or leading financial literacy efforts at military recruiting offices, Mike is committed to helping others create a secure future.

For Mike, financial advising is more than a profession—it’s a meaningful way to serve, educate, and uplift others through every stage of life.

Laurie Krawczyk

Financial Strategist and Retirement Specialist

Laurie is passionate about educating clients on options they may not even know exist. She focuses on helping individuals and families better understand their financial choices—including pensions, employer savings plans, IRAs, and life insurance options—so they can make confident, informed decisions to protect their future and build lasting wealth.

Originally from Michigan and now based in Houston, Laurie is a proud mom of eight and a grandmother who believes in living with purpose, serving with integrity, and helping others feel seen and supported in every conversation.

Before joining Tolbert Financial Group, Laurie served as a top producer and trainer in the insurance and benefits space, empowering new agents and guiding clients through complex financial decisions with clarity and care. Her professional journey also includes leadership roles in customer service, education, and ministry—equipping her with the listening skills and heart-centered focus that define her work today.

With over 20 years of experience in sales and training ... building bridges to meaningful, measurable outcomes for her clients and colleagues ... Laurie brings a people-first approach to financial services.

As a licensed life and annuities agent, Laurie specializes in helping families and individuals
create long-term financial strategies that support generational wealth, retirement planning, and protection.

For Laurie, this is more than just a career—it’s a calling to help people take control of their future, protect what matters most, and create a legacy that lasts.

our vision

To redefine what financial freedom looks like for a new generation by blending cultural insight, entrepreneurial spirit, and elite wealth strategies—turning financial literacy into a movement and generational wealth into a standard.

our mission

To empower creatives, entrepreneurs, and families with strategic, tax-efficient financial planning—using Index Universal Life insurance and wealth-building tools—to secure their future, protect their legacy, and transform income into impact.