An independent wealth management firm, based in Nashville, Tennessee, we offer custom tailored strategies for portfolio management, retirement planning, education planning, risk management and estate planning. We operate as a cohesive team for our clients, leveraging the many different areas of each individual’s financial expertise.
And our team strives to make your financial life easier.
615-292-6889
ahorner@criterionadv.com
Allan is a Partner, Investment Advisor and a member of the Investment Committee at Criterion Capital Advisors. He brings close to three decades of investment and financial experience to the table. Prior to founding Criterion in 2005, he was a Financial Advisor, Portfolio Manager and Branch Manager for Legg Mason Inc, a leading global investment company. Allan’s first career was spent with Federated Insurance Companies helping small business owners with their insurance and retirement planning needs.
Allan earned his Bachelor of Science degree from Eastern Kentucky University. He is active in the community, and is currently the Chairman of the Administrative Board at West End Methodist Church, where he has been a member for over 25 years. Other leadership positions include past Co-President of the Hume-Fogg Magnet High School Parents Association, past Board Chairman of the Seven Hills Swim and Tennis Club and coach of youth sports for many years.
Allan and his wife, Gretchen, have three children. He enjoys running, reading, snow skiing, biking, hiking, and almost all fitness activities in his spare time.
615-292-6889
mpierce@criterionadv.com
Mark is a Partner, Investment Advisor, and a member of the Investment Committee at Criterion. He has more than two decades of financial services experience and holds the CERTIFIED FINANCIAL PLANNER ™ certification as well as the Certified Public Accountant certification, which is currently inactive. Prior to joining the firm in 2011, he was a financial advisor with several firms including Merrill Lynch and Ronald Blue & Co. helping affluent clients with their financial needs. Early in his career, Mark also provided audit services through a national public accounting firm primarily focused on the financial services industry.
Mark earned his Masters of Accountancy degree from the University of Tennessee-Knoxville and his Bachelor of Accountancy degree from the University of Mississippi. He is active in the community serving as a volunteer for the Boy Scouts of America and is an advocate for Tennessee public schools.
Mark and his wife, Mary, have been married over 25 years and have four children. He enjoys spending time with his family, outdoor activities and an occasional round of golf.
Scott is a Partner, Investment Advisor, member of the Investment Committee, and serves as the firm's Chief Compliance Officer. Prior to joining the firm, he was a Principal of Centennial Wealth Management, a boutique investment advisory firm, where he was the primary advisor and portfolio manager. Prior to Centennial, he was a fundamental stock research analyst and an institutional equity salesman at Avondale Partners, a national investment bank. He is a graduate of the University of Tennessee and the Sellinger School of Business at Loyola University Maryland.
Scott and his wife, Allison, have two young children. When he is not in the office he enjoys running, tennis, and watching his hometown Tennessee Titans.
Kate has served as Client Service Manager for Criterion since its inception in 2005. She has worked in the investment industry for more than 25 years including experience at several large national brokerage firms.
Born and raised in Chicago, Kate moved to Tennessee in 1996 to raise her son, Anthony, in a different environment. She is an avid basketball fan and coached her son's youth sports teams throughout the years. Kate's passion for her family, and yours, is demonstrative of the personal service atmosphere of the Criterion office.
615-292-6889
ghorner@criterionadv.com
Gretchen is currently the Controller at Criterion Capital, and works on a part time basis. She is a graduate of the University of Denver with a BS in Accounting. She has worked over 30 years as a practicing CPA, starting her career at Arthur Andersen and most recently worked as the Controller of a private company. She has served as Treasurer of several schools and non-profit groups, most recently for the parents’ association of the Harpeth Hall school. Gretchen works with Criterion’s internal processes and finances as well as managing our technology platform.
615-292-6889
Ed is a current MBA student at Belmont University with a passion for the financial markets. He fills in at the office part-time and assists with all aspects of operations. Ed received his undergraduate from Belmont University. He is a current board member at 4:13 Strong, a non-profit that provides skills and job training for at risk men.
Our team's research process utilizes many sources for data, relying primarily on in-house analysis and independent, third-party sources. We work with you to determine your goals, and develop a strategy based on several factors including return objectives and risk tolerance.
Your future depends on careful planning. We build an effective, easy-to-understand process to help you prioritize and achieve important life goals, long into your retirement years.
We work with trust companies, estate attorneys and tax professionals to make sure your wealth is protected and your wishes are met with regards to estate planning.
Looking for advice regarding risk and asset protection? For help with annuities, life insurance, long-term care and more, we have advisors in place to offer expert guidance.
As the cost of higher education continues to rise, it's more important than ever to take advantage of college savings plans and other planning avenues to help your children and grandchildren achieve their goals.
If philanthropy is part of your financial wellness strategy, we can help you design a plan to ensure your favorite organizations are provided for.
4515 Harding Pike, Ste. 300,
Nashville, TN 37205
(615) 292 - 6889
(615) 292 - 6807