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: Joseph Sykora, CFA, Equity Analyst & Portfolio Reviews. Watch this short video, where Joseph talks about his role at Aptus.
Places I’ve Lived
Daphne, AL, Tuscaloosa, AL, Birmingham, AL, and Dallas, TX
Who I Root For
Crimson Tide
What I Listen To
90s Rock
Food & Drink
Gabriela & Sofia’s Mexican, Four Corners Brewing beer
Best Part of My Job
Getting advisors the answers they need to assure existing clients and to gain new partnerships
Nights & Weekends
Now or before I had two young kids?
Favorite Trips
New Zealand, Iceland, Zion, Tetons, Glacier – places with fun hiking
Favorite Quote
Favorite Shows/Movies
Back to the Future, Raiders of the Lost Ark
Favorite Books
Mere Christianity, When Genius Failed, Market Wizards, Liar’s Poker
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