Contact Us


Voice: (918) 496-2000
Fax: (918) 496-2338

4775 East 91st Street
Suite 200
Tulsa, Oklahoma 74137-2805
View Map

President

Daniel T. Wheeler

President
Dan@pbatulsa.com

918-551-7902

Client Managers

Debra L. Baugh

Client Manager
Debbie@pbatulsa.com

918-551-7910

Lori G. Baker

Client Manager
Lori@pbatulsa.com

918-551-7905

Jeremy D. Fairchild, CPA

Producer Associate
jfairchild@britulsa.com

918-551-7952

Jennifer L. Jones

Client Manager - Small Business Specialist

Jennifer@pbatulsa.com

918-551-7909

Client Service Managers

Geana R. Wilhelm

Client Service Manager
Geana@pbatulsa.com

918-551-7907

Tanya Brown

Client Service Advocate
Tanya@pbatulsa.com

918-551-7917

Sherry K. Parrish

Client Service Manager
Sherry@pbatulsa.com

918-551-7904

 Nutrition and Wellness Advisor

Beth C. Miller, RD/LD

Nutrition and Wellness Specialist
Beth@pbatulsa.com

918-551-7901

 Plan Analysts

Nancy S. Horton

Plan Analyst
Nancy@pbatulsa.com

918-551-7908

Rachel Crouse

Plan Analyst
Rachel@pbatulsa.com

918-551-7916

Joy Taylor, PHR

Plan Analyst

Joy@pbatulsa.com

918-551-7903

Finance

Allison Fate 

Finance
Allison@pbatulsa.com

918-551-7915

Administrative

Wendy L. Brown

Technical Services/Administrative Services
Wendy@pbatulsa.com

918-551-7911

Laura Bloxom

Insure Oklahoma Advocate

Laura@pbatulsa.com

918-551-7919

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