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
“I have always tried to teach my players to be fighters. When I say that, I don’t mean put up your dukes and get in a fistfight over something. I’m talking about facing adversity in your life. There is not a person alive who isn’t going to have some awfully bad days in their lives…What are you going to do? Most people just lay down and quit. Well, I want my people to fight back.”
– Paul “Bear” Bryant


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

John Goldsberry: Facilitator / Operations / Technology

Brett Wickmann: Chief Compliance Officer