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: William Graham, Strategic Planning & Development. Watch this short video, where William talks about his role at Aptus.



Places I’ve Lived

Lexington, KY → Dayton/Cincy, OH → Charleston, SC → Fairhope, AL

Who I Root For

Pittsburgh Steelers, Wright State, Florida Gators.

What I Listen To

Any finance or true crime podcast and any music that pulls your heartstrings and moves the soul.

Food & Drink

Anything on the Big Green Egg, paired with a nice bourbon and a good cigar.

Best Part of My Job

Being a part of something greater than myself, being able to make an impact on those around me and the relationships that entrust Aptus.

Nights & Weekends

My two oldest daughters are involved in various sports, so I get the opportunity to coach their teams. You can always find our family at some ballpark or gym after work or on weekends.

Favorite Trips

St. Johns British Virgin Islands, Park City UT, Puerto Rico.

Favorite Quote

“Take the first step in faith. You don’t have to see the whole staircase, just take the first step.”  MLK


Favorite Shows/Movies

Remember The Titans, Shawshank, Life, Gladiator, Inside Man.



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 

Matt McGowan, CAIA: Strategic Consulting

Clay Calhoun: Trading & Client Services

Jamies Bai: VP of Product Management

John Goldsberry: Facilitator / Operations / Technology

Brett Wickmann: Chief Compliance Officer

Joseph Sykora, CFA: Equity Analyst & Portfolio Reviews