Our Team

Ahmad came to the U.S. from Tehran, Iran, as a young man to further his education. He was raised in a family with strong entrepreneurial roots and values, which he carried with him. He also has a strong sense of integrity and empathy, which he believes is crucial to his work and life. Ahmad learned the values of honesty and caring about people from an uncle who was a prominent businessman. Growing up and seeing the immense struggles that can arise from family financial insecurity, Ahmad views his business to help alleviate financial burdens and positively impact people's lives. He has a firmly held belief that every process of life is entrenched in finances and legacy. Viewing the financial sector as a way of positively impacting people's lives, he realizes and cherishes that this is a rare business in which you can know and care for up to three generations of one family! It gives Ahmad a sense of fulfillment to set up college funds for his clients' children and attend their weddings years later. 

Ahmad has four decades of experience protecting and helping clients by providing financial services to families. He graduated from the School of Business and Public Administration at the University of Tehran in Iran while working as a corporate credit analyst at the National Bank of Iran. He continued his education at Ball State University in Muncie, Indiana, graduating with a master's in public administration and political science. 

In 1977, Ahmad joined MetLife. After 33 years with MetLife and being inducted into the MetLife Hall of Fame (the highest accolade awarded by the company), Ahmad retired in 2008. Ahmad decided to continue to serve clients as a registered financial advisor by starting his own firm. Ahmad's mission practice is simple: "Do your best every day, care about people, and be there when they need you." Due to his dedication to this mantra, Ahmad now works with third-generation clients. His son, Cameron, joined him in 2009 to grow the business and help more people. 

In his leisure time, Ahmad can be found at Innsbrook Country Club trying to beat Cameron in golf or spending time with his beloved granddaughters Amelia and Anna. 

As an Andrean alumnus, Cameron attended Indiana University Bloomington. During his time there, he found himself drawn to finance because of the opportunities for learning and growth. The more he studied, the more he realized that so much of the world’s events are driven by or directly impact the financial realm. In 2007, Cameron completed a B.S. in public finance. While at college, Cameron interned for two consecutive summers in investment research and finance at State Street Research (now part of BlackRock) and New England Financial in Boston, Massachusetts. 

Through his education and internship experiences, Cameron began to understand the challenges of the financial industry and how they impacted individuals and families. The challenge was so compelling that Cameron sought out a career helping people navigate the choices they face regarding their financial security and prosperity. 

Cameron joined his father at MetLife as a junior financial representative while studying for his MBA at Stuart School of Business at Illinois School of Technology in Chicago. After obtaining a work visa, he joined a private equity firm in Vancouver, Canada, as part of the management team. After that, Cameron rejoined his father’s practice to continue his family’s value-oriented business. He currently holds FINRA Series 7 and 66 registrations. In 2021, Cameron earned his CERTIFIED FINANCIAL PLANNER^® certification.

Cameron now spends his leisure time golfing with his wife, Katia, daughters, Amelia and Anna, and friends, and traveling. 

Kurt joined Wellinvest Partners in 2022. He has over 30 years of professional experience in the financial services industry. A lifelong resident of Northwest Indiana, Kurt prides himself on working with Cameron and Ahmad to help fellow neighbors reduce their risk and grow their wealth. His goal is to become a lifetime resource for each client while helping them preserve, grow, and protect their retirement income. Kurt holds FINRA Series 6, 7, 9, 10, 24, 26, 63, and 66 securities registrations. 

Kurt enjoys golfing, bike riding, and spending time with his family and friends in his spare time. 

Katia received her bachelor's degree in business administration in 2008. 2009, she moved to Italy to pursue a master's degree in Luxury Marketing Management. After graduating, she started working as a product manager for the internationally renowned company Fendi. After a few years, she decided to start her own business. In 2021, she moved to the U.S. and joined Wellinvest Partners as a client relationship manager. Katia is fluent in Italian and Russian languages.

Katia lives in Valparaiso with her husband, Cameron, and their daughters, Amelia and Anna.