Webb Agency Acquisition
Camas acquires the Webb Agency which begins operating as Camas Agency.
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”.
Two years after meeting in San Francisco and many clients later, Josh is brought on as CEO and made a partner of Camas.
Josh meets Rick at an advanced planning conference in San Francisco, California. The two hit it off right away and have been working together helping clients ever since.
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.
Founder Rick Bailey receives Juris Doctorate degree from the University of Idaho School of Law.