Trusted Strategic Partners

Camas Consulting 

Camas Consulting partners with successful advisors to add unique financial strategies, insurance planning and advanced planning concepts to their practice.  With extensive backgrounds in Estate, Tax, Business, Legal, Insurance and Health, they bring a team with a wealth of knowledge that allows them to bring exceptional value to every client.  They primarily work with business owners and high net-worth clients. 

Website: Camas Consulting

Contact: Josh Sterling

Life Insurance Specialist

CA Insurance License# 0H08081

Email:     Phone: 707-837-5214

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Unified Wealth Advisors 

Unified Wealth Advisors is a Wealth Management and Investment firm that specializes in retirement income planning for retirees and pre-retirees.   Their team brings great value to their clients by guiding them through the transition into retirement and beyond.  Insert funding a college education into pre-retirement or retirement and we make a great team! Our strong partnership allows us to coordinate clients financial plan and investments with our college planning services.  

Website: Unified Wealth Advisors

Contact: Dan Ott

Financial Planner

Email:     Phone: 707-837-7910

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