Camas acquires the Webb Agency which begins operating as Camas Agency.
Camas Gets Re-branded
Camas decides to re-brand to better align with their core audience of clients, affinity partners, and agency advisors.
Orchestrate Your Legacy
Founder Rick Bailey co-authors the book “Orchestrate Your Legacy”.
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.
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.
Camas Is Born
Camas Consulting is created to provide comprehensive consulting services that financial, tax, and business planning advisors could use with their clients.
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.
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.
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.
Law Degree Earned
Founder Rick Bailey receives Juris Doctorate degree from the University of Idaho School of Law.
Masters Degree in Accounting
Founder Rick Bailey receives his Masters degree in Accounting with an emphasis in Taxation from Brigham Young University