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 a Chartered Life Underwriter (CLU®). The CLU® is the oldest designation in the financial industry and focuses on life insurance, estate, and business owner planning. He is also a Certified Long Term Care Consultant (CLTC®), a Certified College Funding Specialist (ACCFS®), and a partner at Camas Advice. He is the current President of the Redwood Empire Estate Planning Council.
Josh has an in-depth understanding of the practical, legal, and ethical aspects of life insurance and how to provide the best solutions to a modern and diverse clientele facing a range of risks and financial situations.
As a holistic Wealth Strategist, Josh is an expert in solving the myriad of problems businesses, estates, high net worth, and high-income earning individuals face. Whether it be life insurance planning, retirement planning, tax reduction strategies, charitable planning, long-term care, estate planning, college funding, or transitioning out of a business Josh can provide honest and straightforward solutions tailored to your circumstances.
Josh regularly does public speaking on advanced life insurance case design and various other business owner and estate planning topics. Josh feels clients are best served by a well-rounded team of advisors and works with some of the best CPAs, Estate Planning Attorneys, and Financial Advisors around the country.
Josh was a collegiate soccer player and coach at Sonoma State University and won a National Championship in 2002. His wife Kristy is an elementary school teacher and former college soccer athlete as well. Their two boys, Carson and Parker, both follow in their parent’s footsteps playing competitive soccer which includes travel around the western states. The family loves sports, travel, the beach, and spending time in their backyard pool and outdoor kitchen with their two English labs Hula and Maui.
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.