About Me

We offer a wide range of financial solutions for you and your family

Meet Trevor

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.

– Trevor Shultz


(727) 342-0396



Schedule a FREE Conversation with Trevor.

Schedule a 15 minute phone conversation with Trevor to discuss your financial and insurance goals.