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Trevor Shultz

SmartPro Financial > People > Florida > Trevor Shultz

Profile

What does your dream retirement look like?

My journey began as a 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 Insurance Licenses.

My background is in Pastoral Ministry (6 years) and my heart is to help be a faithful guide into financial health. I’m Native to Missouri but have been in the Tampa Bay area since 2011. I’m active and believe in the local church. When I’m not working I’m spending time with family, fishing, or free-diving.

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