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. John Luke is the next “volunteer”, with a short video to preview his interview below.
Hope you enjoy getting to know us!
Places I’ve Lived
Jackson, Mississippi to Collierville, TN (suburb of Memphis) to University of Memphis to Germantown, TN to Fairhope, AL which has been home since 2019
Who I Root For
Memphis Tigers, Memphis Grizzlies, Tiger, Roger Federer (few buddies still out trying to make it pro)
What I Listen To
Bluegrass/ Americano, Alt- Rock, DJs, really anything live
Food & Drink
Bulletproof Coffee, unsweet tea, southern home cookin’, grilling, wings, fresh fish/ oysters, cold beer, dark rum & bourbon
Best Part of My Job
Working collaboratively with the Aptus team day in and day out and helping deliver a clear strategy to our advisors that allows them to change lives
Nights & Weekends
Wife (Morgan) & dog (Mila), business reading/podcasts, golf, fly fishing (saltwater too), traveling, hunting
Favorite Trips
Hiking/ exploring with Morgan, summer family trips to Pickwick Lake (TN), Spain, out west
Favorite Quote
What is success to me? Continue to ask yourself that question. How are you prosperous? What is your relevance? Your answer may change over time and that’s fine but do yourself this favor – whatever your answer is, don’t choose anything that would jeopardize your soul. Prioritize who you are, who you want to be, and don’t spend time with anything that antagonizes your character. Don’t depend on drinking the Kool-Aid – it’s popular, tastes sweet today, but it will give you cavities tomorrow. Life is not a popularity contest. Be brave, take the hill. But first answer the question.” Matthew McConaughey, Greenlights
Favorite Shows/Movies
Curb your Enthusiasm, Yellowstone, Gladiator, The Patriot, RomCom with Morgan
More Team Highlights
Derek Hernquist: Business Developments & Partnerships
Will Gardner: Advisor Transitions & Support
James Yahoudy, CFP: Strategic Consulting & Enterprise Relationships
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
