Who we are
A team shaped like the problem
A national advanced-planning practice for households whose complexity outgrew what any single advisor can serve.
Camas Advice is led by Rick Bailey (J.D., MAcc, CFP®) and organized around three roles rather than a roster of generalists. The structure below is not an org chart. It is the model, staffed.
Coordination is the product
Most households above a certain level of complexity are already paying for good advice. What they are not getting is advice that agrees with itself: a CPA, an attorney, an advisor and a broker, each competent, none accountable for the whole.
Camas exists to own that whole. We help private clients grow, access and protect wealth through a single coordinated plan: designed by a Wealth Strategist, run by a Wealth Orchestrator, and executed by Specialists who are all reading the same document.
The practice covers advanced tax, estate and legacy, risk and asset protection, wealth management, business advisory, and the leverage and liquidity that connects them.
The structure
Three roles, and the difference matters
The home-building analogy is structural rather than decorative. An architect draws the house. A general contractor builds it and is the person you call. Trades do the specialist work. Confusing the three is how projects go wrong, in construction and in planning.
Wealth Strategists
They design the plan. A Strategist reads the whole picture (the household, the business, the tax position, what is meant to happen after) and draws the structure the rest of the work is built against.
Rick BaileyJ.D., MAcc, CFP®
Josh SterlingCLU®, AEP®, CLTC®, CEPA®, CCFS®
Jim Carpenter
Wealth Orchestrators
Your single point of contact, and the one accountable for execution. The Orchestrator coordinates every Specialist on your team, holds the relationship, and is the person you call. You stop managing professionals; they do.
Bob Crosetto
Jim MaherCSA®
Shane LoarMBA, CLTC®
Jordan White
Scott SonnierCFPA®
Mike SloanCRPC®
Trent Campbell
Ron Linkski
Client Services
Scheduling, documents, follow-through and the hundred small things that decide whether a plan actually moves. They are why the coordination is felt rather than merely described.
Amelia Shubin
Kim Bailey
Marissa Parsons
Madison Martinez
The team's AI Chief of Staff
And then there's Frank.
Frank is Camas's AI Chief of Staff. He works for the team, not in place of it: he prepares the morning brief, turns meeting notes into follow‑ups, keeps records and files current, and drafts the work the team reviews.
Nothing he drafts reaches a client until a person on the team has approved it. The people keep the judgment; Frank keeps the coordination moving between conversations.
He's on this website too. Ask him how Camas works, what it costs, or who you'd work with.
One Camas team, by design
Wealth Orchestrators practice under the Camas brand and to a single set of standards: one presentation, one voice, one way of working, whatever the underlying contract structure. Clients get a coherent team rather than a network of individual practices that happen to share a name.
- Public titles use the Camas system (Wealth Strategist, Wealth Orchestrator), not personal branding carried over from prior affiliations.
- Client communication follows one standard of tone and presentation.
- Specialists are vetted against a defined standard before they ever reach a client, and the client always chooses among them.
The first conversation is with a person, not a form
A conversation with a Wealth Orchestrator, at no cost, to work out whether this is a fit, both ways.
Book a discovery call