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WHO WE ARE2019-02-07T02:23:57+00:00

OUR MANAGEMENT TEAM

Rick Bailey, J.D., MAcc, CFP®

FOUNDER & CHAIRMAN

Rick Bailey is the Founder and Chairman of Camas and one of the most highly-renowned estate planners in the United States. As a Certified Financial Planner (CFP®) with a Master’s degree in Accountancy/Taxation as well as a Juris Doctorate, Rick Bailey is a highly valuable asset to private clients, CPAs, attorneys, financial advisors, and life insurance professionals for his expertise in advanced estate planning and case design.

Rick’s years of experience in legal, tax, and financial services have attracted thousands of high-net-worth private clients with upfront planning fees starting at $25,000. He also specializes in training advisors in planning strategies, preparing proposals, presentations, case designs, and affinity partnerships.

His extensive background includes work as an estate planning attorney, financial planner, and both a Regional Marketing Director and Advanced Planner for a major life insurance company. He has authored numerous articles and given many presentations on topics such as business planning, succession planning, income-tax strategies for closely-held businesses, asset protection, buy-sell agreements, and wealth-preservation strategies. His latest book, titled “Orchestrate Your Legacy,” has been well-received by critics.

Josh Sterling

Josh Sterling, CLU®, CLTC®, CCFS®

CEO

Josh Sterling is the CEO and a Wealth Advisor for Camas. He focuses on helping advisors, affinity partners, and agency partners with their private clients and works directly with financial professionals to provide training and help their businesses grow.

Josh has enjoyed great success as a wealth advisor and uses his hands-on approach to coaching and training to set him apart from traditional managers in the financial services industry.

Coaching is in his blood. After a successful career as a collegiate soccer coach highlighted by an NCAA National Championship in 2002, Josh moved into the world of financial services and quickly developed a name for himself helping clients with estate, tax, financial, and insurance planning.

Just as he passed along his personal secrets and tactics he learned as a player to the players he coached, he now incorporates his strong work ethic and passes along his client strategies to build group affinity partnerships and obtain new private clients for Camas Wealth Advisors and their affinity partners.

Josh works in affluent Sonoma County, California, and knows exactly how to approach high-net-worth individuals.

Josh still lives an athletic lifestyle with his wife and two boys. He and his wife enjoy the endurance sports of cycling and marathons. If he is not watching his boys play soccer, basketball or football, like most avid sports fans, he is watching sports. He continues to spend time helping and volunteering with the local competitive soccer programs.

VP OF LIFE SALES

Tom Webb is a nationally-renowned expert on life insurance who has worked in the industry for over 48 years. Tom is widely considered a pioneer in the insurance industry who helped develop many of the life insurance products we all use today.

Tom’s financial expertise and mentoring are highly influential across the country, and he has worked with numerous top advisors as well as regional managers for well-known carriers. He is credited with solving thousands of complex financial problems and generally considered a master of how to package the “tough cases,” especially those involving factors such as capacity, multi-life, and underwriting. Despite retiring twice, he has returned to the industry on both occasions based on his love for mentoring others and sharing his expertise. He is fond of telling stories from his almost fifty years in the life insurance industry and those who speak with him are often treated to history and anecdotes as well as humor, wisdom, and invaluable advice.

Tom is the President, CEO, and Advanced Underwriting Consultant of Webb Agency, Inc. He previously served as the Regional Director for the Western Region for Penn Mutual Life Insurance Company from 1997 to 2011. In this role, he was responsible for recruiting and developing producers in the states of Alaska, Arizona, Hawaii, Idaho, Montana, Nevada, Oregon, and Washington.

As an established industry leader in sales management, Tom has been recognized with several company awards, including the prestigious National Chairman’s Award for three consecutive years. He is also active in industry organizations and is a member of the Association for Advanced Life Underwriting. He is a lifetime member of the Million Dollar Round Table and also a consistent recipient of the National Management Award and Master Agency Award from the General Agents’ and Managers’ Association.

Tom holds a Bachelor’s degree in Finance from UCLA. He earned his Chartered Life Underwriter designation in 1970 and the Chartered Financial Consultant designation in 1983. He resides in Vancouver, Washington, with his wife, and also has a home in Salem, Oregon.

Tom Webb, CLU, ChFC

TIMELINE

January 2018

Webb Agency Acquisition

Camas acquires the Webb Agency which begins operating as Camas Agency. 

June 2017

Camas Gets Re-branded

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

July 2015

Orchestrate Your Legacy

Founder Rick Bailey co-authors the book “Orchestrate Your Legacy”.

January 2014

Josh Sterling Becomes CEO Of Camas

Two years after meeting in San Francisco and many clients later, Josh is brought on as CEO and made a partner of Camas.

May 2012

Josh Sterling Begins Working With 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.

June 2005

Camas Is Born

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

September 2001

Tom Webb Era Begins

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, accounting and financial professionals on how to provide comprehensive solutions to their clients.

July 2001

Financial and Insurance Planning Added

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.

February 1997

Estate Planning Law Firm

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.  

April 1995

Law Degree Earned

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Founder Rick Bailey receives Juris Doctorate degree from the University of Idaho School of Law.

December 1991

Masters Degree in Accounting

BYU

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