We already have a page that shows us in the office setting, with the usual bios about our path and role and interests. Thought it would be fun to highlight one team member every month, with some Q&A and out-of-office pics. James is the next “volunteer”, with a short video to preview his interview below.
Hope you enjoy getting to know us!
Places I’ve Lived
Born, raised, and continue to reside in the Dallas Fort Worth Metroplex.
Who I Root For
I root for America. Anything Dallas Sports.
What I Listen To
Otis Redding music on repeat. Michael Kiwanuka, Jason Isbell, Sturgill Simpson to name a few others.
Food & Drink
Too much! Lasagna, BBQ, & salted caramel dark chocolate certainly help make my day.
Best Part of My Job
Actually contributing to advisors businesses and their clients in a meaningful way. The roll up our sleeves mentality where we can really customize and be an extension of the advisors team gets me excited each and every day.
Nights & Weekends
Family time without question. Try to see a show and whatever sport I can in between.
Favorite Trips
Virgin Islands has to be on the top of the list. Unreal food, island hopping, and good times.
Favorite Quote
Need to workshop this, but this one came up recently and I could relate… “Sometimes I’ll start a sentence and I don’t even know where it’s going. I just hope I find it along the way.” Michael Scott
Favorite Shows/Movies
The Office if I am trying to laugh. Breaking Bad or The Wire on the other side. Anything with Will Ferrell on the movie side…
More Team Highlights
Derek Hernquist: Business Developments & Partnerships
Will Gardner: Advisor Transitions & Support
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
