Kameron Helmuth, CFP®, ChFC®

Partner

Tell us about something special from your youth.

One of the coolest things growing up for me was living next door to my grandparents. We would get together nearly every evening for dinner with them and some of our other neighbors.

Share an interesting story about your family.

My grandparents and extended family were born and raised Amish. We still get together regularly for family functions and I can even speak a bit of Dutch as a result.

Where have you worked? What is the best thing that has ever happened while you were working?

While working at a large bank, a bank customer who wasn’t my client had a flat tire. I didn’t think anything of it and helped her change the tire while wearing my suit. She was so thankful she turned it into the local newspaper and a colleague showed me I had made the paper and she eventually became a client!

While this was a neat memory, even more impactful to me were the friendships I’ve been able to build along the way. These friendships have been truly life changing.

What is the most important thing you’ve learned about helping other people?

I’ve learned that you have to start with a generous and open heart. When you give to others with no expectation of receiving, and help others before being asked, I’ve found that others are there to help you when you need them.

When did you first realize you were interested in finance?

While in college, I sat in on an estate planning meeting between my grandparents and their attorney. I was fascinated by the strategies available to improve their retirement position. I was immediately hooked.

What are you known for among your friends?

I’m best known for my BBQ cooking skills and sense of humor. I’ve been known for being light hearted from a young age. This came from growing up as the youngest in a family with 3 siblings. I found humor to be a great way to get attention in the family rather than being defiant. My BBQ passion started as a means of healing for my dad and me after my brother passed away. We’ve been competing together ever since 2016 and have won over 10 competitions.

What book do you always tell people they should read? Why?

Smart Couples Finish Rich – it’s a great way to open up conversation between spouses on the impact between savings versus spending and how to achieve a good balance in their life.

How do you spend your time outside of work?

I enjoy all kinds of cooking and spending time with my wife Autum and goldendoodles Oakley and Kingston. We also enjoy traveling together. I also love to exercise and have “Game Nights” most weekends.

One of Vestia’s values is to model “wealth that matters.” What does this mean to you?

I witnessed firsthand the financial and life stress that an illness can impose on a family due to a lack of planning. My grandfather worked for 45 years, and then my grandmother got dementia. He spent so much energy providing care for her that he ended up passing away before she did and never enjoyed retirement. Modeling wealth that matters means that I will do everything I can to keep that from happening to my family or any other family I care about.

I love doing what I do for people – taking the burden of finances and planning off their plate so they can focus on what’s most important to them.