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, CLU®, CLTC®, CCFS®
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.