SmartVestor Pro

Your Trusted Guide in Financial Planning

Since 2018, our team has been dedicated to helping Dave Ramsey fans with their investments and financial planning needs. Our philosophy is simple: to help you achieve YOUR goals, we need to understand you. We strive to simplify the complex financial world, educating rather than selling, and putting ourselves in your shoes to guide you towards the best decisions for you and your family.

Dave Ramsey's principles have profoundly impacted our lives and the lives of our clients. We have fostered a community of friends and followers who share our belief in living debt-free, building wealth wisely, and giving generously. Everything we do at State and Shore is driven by the belief and our motto: "Because Family is Important." We look forward to meeting and guiding you and your family.

What is a SmartVestor Pro?

A SmartVestor Pro is an investment professional who understands and advocates the investment principles taught by Dave Ramsey on The Dave Ramsey Show.

As SmartVestor Pros, you can expect the following from us:

We are big Dave Ramsey fans

We believe in living debt-free and embracing the philosophy of living like no one else now, so you can live (and give) like no one else later.

Our goal is to always do what is right for the client

We know that by doing right for you, we can grow our business through raving fans who spread the word.

We will display the heart of a teacher

Our core philosophy is that our clients should always understand their investments. We are committed to taking the time to ensure each client comprehends their financial decisions.

We are transparent

In all client interactions, you can expect complete transparency—no hidden agendas. This is because we follow "The Golden Rule": treat others the way you want to be treated.

Meet Dustin – Your SmartVestor Pro Advisor

Dustin is a financial advisor who shares a strong commitment to Dave Ramsey’s principles and has been helping individuals and families make informed financial decisions for many years. As a SmartVestor Pro, he offers guidance rooted in education, clarity, and personalized service—whether you're working through the Baby Steps or planning for your future.

Based in DuPont, WA and Oswego, OR, Dustin also serves clients remotely across the country.

Get to Know Dustin

How Do I Get Started With a SmartVestor Pro?

Getting started is simple—and there’s no cost or obligation for your initial consultation. Here’s how to take the next step:

1

Schedule a free consultation

Use the button below to choose a time that works for you.

2

Tell us about your goals

We’ll listen first. Whether you’re working through Baby Steps, building an investment strategy, or preparing for retirement, we’re here to help you think it through.

3

Get a plan tailored to your situation

You’ll receive guidance that aligns with your values and goals.

Schedule Your Consultation with Dustin

Why Choose State and Shore?

Contact Us Today

At State and Shore, we pride ourselves on being dedicated SmartVestor Pros who live and breathe Dave Ramsey's principles. If you’re looking for a SmartVestor Pro near you, we have locations in DuPont WA and Oswego OR and we can also easily conduct remote meetings. If you want a financial advisor who follows Dave Ramsey principles, the SmartVestor Pro near you is us! Our commitment to transparency, education, and client-first philosophy sets us apart. We are here to help you navigate your financial journey with confidence and clarity. Contact us today to start your financial planning journey with a trusted SmartVestor Pro.

FAQs About Working With a SmartVestor Pro

What does a SmartVestor Pro do?

A SmartVestor Pro provides investment and financial planning services that follow the values and principles taught by Dave Ramsey. This includes educating clients, building long-term strategies, and helping them make informed financial decisions.

Do I have to be out of debt to work with a SmartVestor Pro?

No. Many people reach out to a SmartVestor Pro while they are still working through the Baby Steps. Whether you're debt-free or just getting started, We can help you evaluate where you are and what steps make sense next.

How is a SmartVestor Pro different from other financial advisors?

SmartVestor Pros are carefully selected professionals who align with the financial principles taught by Dave Ramsey. To become a SmartVestor Pro, an advisor must go through an application and interview process and agree to uphold a strict code of conduct focused on integrity, transparency, and client education.
Unlike some advisors who may focus on selling financial products, SmartVestor Pros commit to serving with the heart of a teacher. That means you'll be encouraged to ask questions, understand your options, and make decisions based on your own goals and values—not pressure or industry jargon.

Is there a fee for the first meeting?

No. Your first consultation is completely free. It's a chance for you to share your goals and ask questions—and for us to explain how we work and whether it’s a good fit.

Can I work with Dustin if I’m not in Washington or Oregon?

Yes. Dustin offers virtual consultations and works with clients across the U.S. If you’re looking for a SmartVestor Pro near you, remote meetings make it easy to connect, no matter your location.

SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Raymond James Financial Services Advisors, Inc. (“RJFSA”) and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor’s Pros geographic region. Ramsey Solutions is not a current client of Raymond James, and therefore this is an endorsement under the Advisers Act. RJFSA and its affiliates (collectively, “Raymond James”) do not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Raymond James. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Raymond James, except in connection with providing your contact information to your advisor.