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: Matt McGowan, CAIA, Strategic Consulting. Watch this short video, where Matt talks about his role at Aptus.
Places I’ve Lived
I grew up in small but mighty, Dover, Delaware and went to college in Virginia. After college, spent a short stint in Brussels before entering finance which brought me to Philadelphia then Dallas. Most recently I moved to sunny St. Pete, FL.
Who I Root For
Philly sports or whichever team playing is more scrappy.
What I Listen To
The full spectrum – it might be shorter to list genres I don’t listen to.
Food & Drink
Home cooked steaks, breakfast tacos, or anything from the Italian Market.
Best Part of My Job
When your role is about introducing new relationships, it’s pretty great knowing that your team will adjust to the needs of advisors and, at every point, will deliver our services with integrity.
Nights & Weekends
Pick up sports and great meals. If it’s competing or eating you can count me in!
Favorite Trips
Lobstering in the Keys, the Blue Hole dive in Belize, eating my way through Thailand.
Favorite Quote
Favorite Shows/Movies
Recent Series: Yellowstone
For Sophisticated Laughs: Dumb and Dumber
See 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
Clay Calhoun: Trading & Client Services
James Bai: VP of Product Management
John Goldsberry: Facilitator / Operations / Technology
