Passion. Experience. Diligence.

Founder & President

Josh Pick, RICP

Josh founded the Aptus group of companies in 2003; now consisting of an entity consulting to financial planners and one that focuses specifically individual wealth management. He has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations. A well-known speaker and an member of the Million Dollar Round Table's highest honor: Top of the Table, He frequently hosts public educational workshops in the community on a variety of financial and retirement topics. Josh is also frequently requested to speak nationally to groups of financial professionals and various universities in the areas of retirement planning, social security, and tax efficient income distribution. You can also always hear him during his weekly radio appearances as a subject matter expert on Columbus’s own 98.9FM The Answer.

When not running his companies, he enjoys Brazilian jiujitsu, cooking and the outdoors. Josh lives in Delaware, Ohio with his wife Kylene and three sons, Owen, Isaac, and Wyland.

Education

THE AMERICAN COLLEGE
Retirement Income Certified Professional

OHIO UNIVERSITY
B.B.A., Finance

Senior Wealth Management Advisor

Chad Budy

Meet Chad, a Financial Advisor whose compass is guided by unwavering values and ethics. For Chad, true success lies in the genuine connection forged with clients, leading them towards their financial aspirations as a trusted confidant and advisor. Currently, he is on a journey towards achieving the esteemed Chartered Financial Analyst (CFA) designation, an endeavor that not only aligns with his inherent analytical nature but also promises to elevate his role in Aptus Wealth Management's actively managed advisory business.

Nestled in the heart of Upper Arlington, Chad cherishes every moment spent with his two daughters, Evelina (Lina) and Layla. Their weekends are filled with laughter and exploration, as they traverse through local parks, pedal along scenic bike trails, and revel in the simple joys of togetherness. As an involved parent, Chad actively supports his daughters' pursuits in sports like Lacrosse, Swimming, and Jiu Jitsu, dedicating his time and expertise as the treasurer for their school's Parent-Teacher Organization.

Beyond his familial duties, Chad finds solace and community within Lifepoint Church, where his contributions extend beyond spiritual engagement. Whether safeguarding the congregation as part of the Security Team or guiding newcomers through their faith journey as a member of the Next Steps Team, Chad's commitment shines through. Fueling his passion for holistic well-being, Chad has embraced a lifestyle centered around health and fitness. From cultivating mindful eating habits to immersing himself in the intensity of Brazilian Jiu Jitsu and other high-intensity interval training (HIIT) activities, he embodies the pursuit of physical and mental vitality.

Education

KENT STATE UNIVERSITY
B.B.A., Finance

Client Relationship Manager

Laura Miller

Laura has been with the Aptus Group of companies since 2004. In her tenure with the company, she has gained a very wide breadth of knowledge encompassing most all aspects of the financial services industry. She has worked in new advisor licensing and payroll, financial planning support, and throughout the years has created many of the tracking systems we still use today.

Outside of work, Laura teaches dance at DRS in Columbus and is an avid reader and painter. Laura lives in Hilliard, Ohio with her husband, Nick, daughter, Kennedy, and 2 dogs, Carson and Frankie.

Education

COLUMBUS STATE
A.S.

Programs Director

Kylene Pick

Kylene is an accomplished client success and sales professional with 15 + years experience in key account management, strategic business planning, contract negotiation, project management and program implementation.

Prior to joining the Aptus group of companies, Kylene worked in the healthcare tech and distribution space and is eager to bring her client relationship experience to the growing Aptus team.

Kylene lives in Delaware, Ohio and enjoys hiking, live music and spending time with her family.

Education

EASTERN MICHIGAN UNIVERSITY
B.S., Public Administration

Client Relationship Associate

Jackie Burgarelli

…Coming soon

Education