Webb Agency Acquisition
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.
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.
Founder Rick Bailey receives his Masters degree in Accounting with an emphasis in Taxation from Brigham Young University