OUR STORY

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

Licensed Broker | Financial Strategist | Certified Family Life Educator

Sheila Marie Walker is a self-employed Licensed Broker, Financial Strategist and Certified Family Life Educator 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 Certified Family Life Educator, 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.

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.

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.