I have been working in the financial Industry since 1993. I decided to work towards my
Portfolio Manager designation in 2003 after having 10 years of experience in the retail sales
environment. I experienced the technology boom and crash first hand and wanted to learn
how to make better decisions on investments. I started in 2003 working with clients through
a Fee Based approach with an IIROC firm and moved in 2012 to a firm offering discretionary
portfolio management on their platform as well as option trading. I have traded options
personally since 2007 and have used strategies within client accounts and models since 2012.
I moved to Croft in June 2017 in order to work directly with advisors and clients using private
pools that utilize options for income and risk management.