About TBE Advisory Group
About TBE Advisory Group
TBE Advisory Group provides CFO Advisory Services, Insurance guidance, and Retirement Planning — built for business owners who need a financial partner, not just a product.
CEO & President
Meet the CEO & President
Dr. Shameka Burrell
Financial Consultant & Business Strategist
I started TBE Advisory Group because I saw too many business owners making critical financial decisions without the right guidance, protection, or a long-term plan. Whether you are running a small business, managing a fleet, or leading a nonprofit, you deserve a financial partner who understands your world.
I work with business owners, entrepreneurs, and organizational leaders to bring clarity to their financial picture — from cash flow and budgeting to protection, retirement, and long-term strategy. I also serve individuals and families who are ready to take their finances seriously.
Through my work, I have helped clients move from feeling overwhelmed about their finances to having a clearer plan, stronger protection, and more confidence about their future.
With over 20 years of corporate experience in finance and accounting, and as a Certified Holistic Financial Planning Coach, Dr. Burrell brings a grounded, practical approach to every client she serves.
Dr. Burrell also brings over 10 years of direct experience working with transportation companies, giving her a deep understanding of the unique financial challenges small fleet owners face — from managing cash flow and fuel costs to separating business and personal finances and building long-term wealth.
If you are ready to review your financial picture, protect what matters, or plan for your future with clarity, I invite you to connect with me today.
Our Story
Built on a Mission to Bring Financial Clarity to Every Community
TBE Advisory Group was founded on a straightforward belief: business owners, families, and community organizations deserve honest, practical financial guidance — not a sales pitch.
We specialize in working with small business owners, entrepreneurs, and organizational leaders who need a financial partner with real-world experience. We also serve individuals and families who are ready to build a stronger financial foundation.
Our Mission
A Financial Partner Built for Business Owners and the People They Serve
Our mission is to give business owners, entrepreneurs, and organizational leaders the financial clarity they need to make confident decisions — around cash flow, protection, retirement, and long-term growth.
We are not here to sell you a product or push you toward a decision. We are here to understand your business, educate you on your options, and walk alongside you as you build financial strength on your terms.
What We Stand For
Our Core Values
Education First
We believe that informed people make better financial decisions. Every engagement starts with clear, practical education — never pressure or jargon.
Community Commitment
We are deeply committed to the business owners, entrepreneurs, and community organizations that drive our local economies and communities forward.
Personalized Guidance
No two clients are alike. We take time to understand your unique situation and tailor our guidance to your goals and your future.
Integrity & Trust
We are not here to sell products or push decisions. We are here to educate, guide, and walk alongside you with honesty and transparency.
Who We Serve
Built for Business Owners. Ready for Everyone Who Needs a Plan.
Most of our clients are business owners, entrepreneurs, and organizational leaders who need more than a financial product — they need a partner who understands how business finances actually work. We also serve individuals and families who are ready to build a real plan.
- Small Business Owners & Entrepreneurs
- Transportation & Fleet Operators
- Churches & Faith-Based Organizations
- Nonprofit Organizations
- Individuals & Families
"Business owners carry a lot. The least we can do is make sure your finances are not one of the things weighing you down. That is why we are here."
— TBE Advisory Group
Ready to Schedule a Call?
Business owners schedule a free call with us every week. It takes 30 minutes and you will leave with a clearer picture of where you stand and what to do next.