You might have seen our Team Page with our full team lineup, showing us in the office setting, with the usual bios about backgrounds and roles. We wanted to show you who we are outside of the office and share a little about the personalities that make up our team.

We hope you enjoy getting to know us!

Up next: Brett Wickmann, Chief Compliance Officer. Watch this short video, where Brett talks about his role at Aptus.

Places I’ve Lived

Watertown WI, Waukesha WI, and Jackson WI.


Who I Root For

Green Bay Packers, Wisconsin Badgers, and Milwaukee Bucks.


What I Listen To

I have always had an eclectic taste for music. I wouldn’t say there is much I don’t appreciate. I gravitate more to EDM, Country, Hip Hop and some heavier stuff.


Food & Drink

Spicy food. I like coffee… a lot. Wheat or Belgian beers or bourbon.


Best Part of My Job

The people and culture of Aptus. To me, this is the backbone of any business and often not emphisized enough. Truly a rare opportunity that I am grateful to be a part of. I enjoy doing my part working with our team to help clients build the best business they can to help investors maximize their portfolios. Beyond that, I love to find ways to improve things and enjoy research.


Nights & Weekends

Love spending time with my family, love the outdoors. When I get a chance, some golf, sporting clays or hitting the range.


Favorite Trips

Family beach weekend at Gulf Shores / Fort Morgan area creating priceless memories.


Favorite Quote
“The important thing is not to stop questioning. Curiosity has its own reason for existing” – Albert Einstein


“Every failure is a step to success” – William Whewell


Favorite Shows/Movies

Documentaries — although cancelled long ago “Through the Wormhole with Morgan Freeman”. Letterkenny, Ted Lasso, The Witcher, Dexter, Shawshank, The Matrix, Fight Club, CaddyShack, Tin Cup.



More Team Highlights

Derek Hernquist: Business Developments & Partnerships

Will Gardner: Advisor Transitions & Support

James Yahoudy, CFP: Strategic Consulting & Enterprise Relationships

John Luke Tyner, CFA: Portfolio Manager & Fixed Income

Beckham Wyrick, CFA: Portfolio Manager & Portfolio Reviews

Mark Callahan: Institutional Trading & Analytics 

Matt McGowan, CAIA: Strategic Consulting

Clay Calhoun: Trading & Client Services

James Bai: VP of Product Management

John Goldsberry: Facilitator / Operations / Technology

Joseph Sykora: CFA, Equity Analyst & Portfolio Reviews