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
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,
Ever wondered what Business Prenups and Buy-Sell Agreements are, especially when it comes to being a life insurance advisor? In this video, Rick Bailey, JD, MAcc, CFP®,
Camas acquires the Webb Agency which begins operating as Camas Agency.
Camas decides to re-brand to better align with their core audience of clients, affinity partners, and agency advisors.
Founder Rick Bailey co-authors the book “Orchestrate Your Legacy”.
Camas Consulting is created to provide comprehensive consulting services that financial, tax, and business planning advisors could use with their clients.
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.
Obtained life insurance and securities licenses to be able to provide comprehensive planning and filling a gap in the overall financial planning process for clients.
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.
