Founder & Chairman
Rick Bailey
J.D., MAcc, CFP® · Wealth Strategist
Designs the plan. Camas exists because he kept meeting households whose advisors were each excellent and none of them accountable for the whole.
About Rick
Rick founded Camas Advice and designs the plans the practice runs. He holds a Juris Doctorate, a Master's degree in Accountancy with an emphasis in taxation, and the CFP® certification: a combination that lets one person hold the legal, tax and financial view of a household at the same time, which is the job a Wealth Strategist actually does.
His career has been on every side of that work: estate planning attorney, financial planner, and both Regional Marketing Director and Advanced Planner for a national life insurance company. That range is why the Camas model separates the person who designs a plan from the people who implement it: he has done both, and watched what goes wrong when one person is asked to do them at once.
He works with private clients on advanced estate planning and case design, and with the CPAs, attorneys, advisors and insurance professionals who bring him the cases their own toolkits cannot reach.
What Rick is most often brought in on
- Advanced estate planning and case design
- Income tax strategy for closely‑held businesses
- Business succession and exit planning
- Asset protection structures
- Buy‑sell agreement design
- Wealth preservation across generations
- Nationwide
Licensing and registrations are listed in full in the firm disclosures.
Writing and speaking
He has been explaining this for a long time
A conversation with Rick, at no cost
A conversation to work out whether coordinated planning would change anything for you, in both directions.