top of page
Hiking Path_edited.jpg

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

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 Douglas Talmage, CPA, partner of PTBC.

Doug Talmage, CPA

Partner

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

Wealth Operations 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

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.

© 2024 Copyright - PTBC. Powered and secured by Wix

Check the background of your financial professional on FINRA's BrokerCheck® 

​

Securities offered through Cetera Wealth Services LLC, Member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

​

bottom of page