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EVERY JOURNEY NEEDS A GUIDE.

Our Mission

To enhance the financial future of our clients through high quality service by leveraging our team's diverse set of skills.

Our People

Black and white photo of Anthony Pyle, CPA, CVA, managing partner of PTBC.

Anthony Pyle, CPA, CVA

Managing Partner | Financial Advisor

Black and white photo of Rachel Boone, CPA, partner of PTBC.

Rachel Boone, CPA

Partner

Black and white photo of Joe Lampton, Senior I at PTBC.

Joe Lampton, CPA

Senior I

Black and white photo of Sara Caudill, Staff I at PTBC.

Sara Caudill

Staff I

Black and white photo of Karmin Laughlin, Senior Administrative Assistant at PTBC.

Karmin Laughlin

Senior Administrative Assistant

Black and white photo of Renate Kelly, Administrative Assistant at PTBC.

Renate Kelly

Administrative Assistant

Black and white photo of Douglas Talmage, CPA, partner of PTBC.

Doug Talmage, CPA

Partner | Financial Advisor

Black and white photo of Kathryn Jordan, SHRM-CP, Operations Manager of PTBC.

Kathryn Jordan, SHRM-CP

Operations Manager | Senior I

Black and white photo of Shelbi Bowkamp, CPP, Payroll Team Lead and Senior I at PTBC.

Shelbi Bowkamp, CPP

Senior I

Black and white photo of Amber Flesher, Staff I at PTBC.

Amber Flesher

Staff I

Black and white photo of Rebecca Lephart, Senior Financial Administrative Assistant at PTBC.

Rebecca Lephart

Senior Financial Administrative Assistant

Black and white photo of Kurtis Campbell, CPA, partner of PTBC.

Kurtis Campbell, CPA

Partner | Director of Financial Services

Black and white photo of Lauren Kessler, Administrative Supervisor at PTBC.

Lauren Kessler

Administrative Supervisor

Black and white photo of Chandler Tucker, Staff II at PTBC.

Chandler Tucker

Staff II

Black and white photo of Ashton Patton, Staff I at PTBC.

Ashton Patton

Staff I

Black and white photo of Sarah Campbell, Administrative Assistant at PTBC.

Sarah Campbell

Administrative Assistant

Our Values

Integrity

Integrity is a cornerstone of our industry. We are committed to honesty, transparency, and ethical practices in every interaction. It is only through integrity that we can build trust and long-lasting relationships with our clients.

Forward Thinking

Forward thinking drives everything we do. We embrace innovation and continuously seek new ways to anticipate and meet the evolving needs of our clients. It is our goal to ensure that our solutions are not just relevant today, but built for tomorrow.

Excellence

Excellence is at the heart of our business. We set high standards for our work, and commit each day to meeting those standards. We take pride in the opportunity to meet the needs of our clients.

Adaptability

The world is always changing - and so are your needs. We tailor our services to meet the unique challenges of our clients, ensuring flexibility in every solution. By embracing change, we empower our clients and our team to succeed in any environment.

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Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered.  Please note that not all of the investments and services mentioned are available in every state.  Securities offered through Avantax Investment Servicesâ„ , Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory Servicesâ„ , insurance services offered through an Avantax affiliated insurance Agency.

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The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Managementâ„  does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Managementâ„  or its subsidiaries. Avantax Wealth Managementâ„  is not responsible for and does not control, adopt, or endorse any content contained on any third party website.


This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.


Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value.

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Avantax Investment Servicesâ„  and Avantax Advisory Servicesâ„  are not affiliated with PTBC CPAs.

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