My Advisory Team
We are a full-service financial firm focused on helping clients grow, protect, and access their wealth in a tax-efficient manner.
We work with a team of professionals who provide expertise in investment planning, tax strategy, business planning, succession planning, and estate & legacy planning.
Tom Webb, CLU, ChFC
Tom Webb, CLU, ChFC— is Executive Vice President of Camas Insurance Agency. He served as a Regional Director for Penn Mutual Life Insurance Company from 1997-2012. Active in industry organizations, he is a member of the Association of Advanced Life Underwriters (AALU). He is a member of the Million Dollar Round Table and has been for 48 years, and is a consistent recipient of the National Management Award and Master Agency Award from the General Agents’ and Managers’ Association. He holds a Bachelors Degree from the UCLA. He earned his Chartered Life Underwriter Designation in 1973 and his Chartered Financial Consultant Designation in 1983
Tom and his wife Mickie reside in Phoenix, AZ
Rick D. Bailey J.D., MAcc, CFP
Rick is the President of Camas Advice. Rick has been active both as an estate planning attorney and as a Financial Advisor. Rick has authored or co-authored numerous articles or presentations on topics such as succession strategies, income-tax planning strategies for the closely-held business, asset protection for professionals, buy-sell agreements and strategies, wealth preservation strategies, business planning, and other advanced strategies. Rick holds a Juris Doctor from the University of Idaho, and a master and bachelors degree in accountancy from Brigham Young University. He has also earned his designation as a Certified Financial Planner.
Rick splits his time between Tempe, AZ and Orlando, FL
Todd Bailey JD M.Acc, Principal, CEO
Fortress Risk Management
Todd works with successful businesses and business owners. He focuses on the unique advantages of captive insurance and other tax strategies. Todd earned a Bachelor of Science (B.S.) in Accounting, Master of Taxation (M.Acc.) and Juris Doctorate (J.D.) from BYU. Todd practiced for two decades as a tax attorney focusing exclusively on tax, business, and estate planning.
For the last dozen years, he has focused exclusively on captive insurance solutions for successful businesses. He is a frequent lecturer on captive insurance. Captive insurance is a potent tool for business owners looking for a tax-efficient solution for managing risks.
Scott Sonnier - Founder Financial Management Services of America
As the company's founder, Scott Sonnier leads Financial Management Services of America (FMSA) in its efforts to deliver a differentiated solution to individuals and corporations financial needs. Under his leadership since 2004, Mr. Sonnier has become a leading investment advisor, providing clients with objective advice, flexible investment solutions, and complete transparency.
Recognized as a respected leader in the wealth management industry, Scott was also an early adopter of asset allocation strategies for the ultra-high net worth client, employing a mathematical process to determine appropriate client portfolios based on cash flow needs.
Mr. Sonnier has been in the financial services industry for over 20 years. Scott began his career with First Investors Corporation and then moved to Chase Investment Services in Lafayette Louisiana. Scott is a member of the Life Underwriters Association, NAIFA, and NAHU. He is a well-known and respected speaker on a wide range of financial subjects. He also conducts popular series of financial workshops throughout the year that helps people understand the financial planning process and make better financial decisions.
Mike Sloan, CRPC
Investment Advisor | Retirement Strategist
Mike Sloan is an Investment Advisor and Estate & Legacy Strategist with over 40 years of experience in financial planning, advisor leadership, and retirement strategy. He holds the Chartered Retirement Planning Counselor (CRPC®) designation and has served in senior roles with nationally recognized financial and insurance organizations. Mike is passionate about helping clients build, protect, and pass on their wealth with clarity and confidence.
For nearly two decades, Carter has assisted top advisors in providing safe retirement solutions, bringing access to a network of industry professionals, and supporting their many clients.
His personal experience with the “average” households seeking to protect their savings has driven him to identify unmet needs in the financial industry. Carter noticed a gap between those with a solid retirement plan and those at risk of outliving their savings or having their legacy mismanaged.
To address this, he collaborated with leading experts to create the three E’s: Educate, Enlighten, and Empower. This led to the development of cloud-based Estate Planning software combined with his unique process, offering a much-needed solution.
Carter and his team now connect consumers with the necessary financial professionals and education through the eStatePlan™ Portfolio. This innovative solution helps people avoid costly legal fees using the OEPT (Outsourced Estate Planning Team) for comprehensive estate and legacy planning support.
Carter is also the ambassador of Legacy Planning and is leading the charge of The Living Legacy Project, which helps his network of independent advisors provide the necessary process to document their extensive lives. Mike Sloan is one such Financial Professional.
Founder and CEO of ePIC Services Company
Carter Wilcoxson
Principal | Camas
Camas helps advisors bring one of the most valuable—but often overlooked—conversations to their clients: protecting wealth, businesses, and families from unforeseen risks.
Too often, clients turn to “quick fixes” that fail. Camas instead equips advisors with proven solutions—insurance, irrevocable trusts, proper business entities, exempt assets, and clear asset segregation—to provide real, lasting protection.
With a simple process of inventory, risk assessment, layered protections, and regular reviews, clients gain peace of mind knowing their legacies are secure.
Asset protection isn’t just for the ultra-wealthy—it’s essential for anyone who wants to safeguard what they’ve built. Camas is here to support advisors with resources and strategies to help clients achieve lasting security.
Greg Crawford
CEO, TEP
Greg is a globally recognized leader in the Nevada trust industry. Prior to founding Crawford Trust Company, Greg spent nearly two decades leading a trust company in Reno, Nevada. He carries over two decades of experience working with lawyers, advisors, and institutions implementing estate and asset protection plans for multi-generational American and international families.
Greg is a regular speaker on the benefits and advantages of Nevada trust situs at American law schools and international estate planning conferences. Publications such as The Wall Street Journal, The New York Times, and The Financial Times of London regularly quote Greg. Additionally, Greg has appeared as an on-air expert on CNBC, Bloomberg Television, and ABC World News Tonight.
A native of Menlo Park, California, Greg is a TEP and holds a B.A. from the University of California, Davis, and an M.H.A. from the University of Minnesota.
Scott Johnson
Tax Mitigation Specialist
Scott has spent 39 years in financial services helping professionals create more efficient, balanced lives. After roles at firms like E.F. Hutton and in areas ranging from real estate to hedge funds, his passion led him to focus on serving CPAs. He co-founded Financial Resource Network to help professionals reduce overwhelm and prioritize what matters most—family, faith, and community. Rather than work with hundreds of clients, Scott partners closely with a select few to make a lasting impact. A devoted husband and father of three, he lives what he teaches—being present for life’s most important moments.
Greg Agnos
ePIC Services Company
Greg started his financial services career in 1987 as a floor broker at the Chicago Board of Trade and Chicago Mercantile Exchange.
He’s a former speaker and trainer for hundreds of companies throughout the country, working with advisors from Primerica Financial Services, New York Life, and Prudential to name a few.
He now specializes in Estate Planning and Business Development for ePIC Services Company. He was a member of the 1984 Rose Bowl team for University of Illinois Fighting Illini. As an athlete, Greg spends his free time staying fit, enjoying the outdoors, and traveling.
Ciara Lister, Esq.
Network Attorney
As a network attorney for eStatePlan™ Ciara Lister believes in three key pillars: planning, preparation, and prevention. A full-scholarship graduate of Ave Maria School of Law in Naples, Fla., Lister began her law career as a Commercial Insurance Litigator in Boca Raton. She began seeing clients and her close friends struggle with the negative effects of probate proceedings, from dwindling inheritances to families destroyed by battles over money. This motivated her to change her focus to Estate Planning so she could help people avoid these issues before it was too late, rather than perform legal triage when the damage to families and their legacies had already been done.
Holly Halweg
Onboarding Specialist
Holly Halweg is the Onboarding Specialist at ePIC Services Company. Married to a financial advisor, she understands the needs of individuals and families planning for retirement, dealing with tax matters, and estate planning. As parents of a child with special needs, Holly and her husband engaged in volunteer work at their son’s preschool, designed for children with physical and developmental issues, including those on the autism spectrum.
Originally from Hastings-on-Hudson, NY, Holly attended the University of TX in Austin, initiating her career in the group medical insurance sector. Following marriage, she relocated to the San Francisco Bay area in California, and her family now resides in Boise, Idaho.