About Josh Miner

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So far Josh Miner has created 12 blog entries.

Josh Sterling Becomes Accredited Estate Planner® Designee by NAEPC: Providing Tailored Solutions to High Net Worth Individuals and Businesses

2023-04-28T02:22:13+00:00Categories: Blog|Tags: , , , , , , , |

Josh Sterling, Accredited Estate Planner® Designee by NAEPC

Josh Sterling, a comprehensive Wealth Strategist, has been certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC) on April 12th, 2023.

Josh Sterling’s Remarkable Achievement: Top of the Table Million Dollar Round Table Qualification

2023-04-28T02:22:44+00:00Categories: Blog|Tags: , , , , , , , , , , , , , , , , , |

Josh Sterling Reaches the Pinnacle of Success with Top of the Table MDRT Qualification Windsor, CA (March 15, 2023)

Josh Sterling, a highly esteemed Wealth Strategist at Camas Advice, LLC in Windsor, CA, has attained the prestigious

Camas Gets Re-branded

2018-09-22T19:12:47+00:00Categories: Timeline|

Camas decides to re-brand to better align with their core audience of clients, affinity partners, and agency advisors.

Camas Is Born

2018-09-22T19:49:45+00:00Categories: Timeline|

Camas Consulting is created to provide comprehensive consulting services that financial, tax, and business planning advisors could use with their clients.

Tom Webb Era Begins

2018-09-22T18:42:45+00:00Categories: Timeline|

Tom Webb, a Director at Penn Mutual, forms a mentor/mentee relationship with Rick bringing many advanced planning solutions using life insurance to use for business and estate planning clients.  Together they began to recruit, educate and train, legal,

Estate Planning Law Firm

2018-10-09T15:21:38+00:00Categories: Timeline|

Rick and his brother Todd form an Estate and Business planning law firm in Nampa, Idaho with a focus on closely held businesses and high-income clients.  

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