Client Portal

FP Portal

Find A Pro Near You

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Trevor Shultz

My journey began as a Dave Ramsey fan and SmartVestor Pro client. I’ve seen that Financial Advising is an avenue to help and serve people. I believe in Dave Ramsey’s approach of eliminating debt and helping people create a clear and informed financial future. My passion is to treat each person as I would myself. Stewarding the resources we have can make a tremendous difference in our lives and the lives of those around us. I strive to listen to clients and together form a plan to help them reach their goals and dreams. I currently hold the 6, 63, 65, and 7 licenses as well as the Life, Health, and Disability Insurance Licenses.

My background is in Pastoral Ministry (6 years) and I am still actively involved in a local church plant. My heart is to help educate and guide my clients to financial health. I’m Native to Missouri but have been in the Tampa Bay area since 2011. When I’m not working I’m spending time with family, serving in church, or free-diving.

Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

Get a Plan

I’ll present you with a customized plan based on your goals

More About Trevor:

  • Office locations: St. Pete, Spring Hill, Ocala
  • SmartVestor Pro
  • Currently Hold: 6, 63, 65, 7 and Life, Health, and Disability License
  • Favorite Authors: C.S Lewis and Tim Keller
  • Married with two children

Locations Served


  • 727-342-0396

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

Copyright © 2021 SmartPro Financial LLC. All Rights Reserved.