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 Investment Committee member here at Criterion Capital. 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 (currently inactive). Mark’s financial planning expertise and accountancy expertise are instrumental in engineering comprehensive customized financial and retirement plans for our clients at Criterion.
Mark’s passion is being a steward for clients and their families - objectively guiding them via their financial plan to help them ultimately meet their life’s goals.
Prior to joining the Criterion team, he worked 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 with Arthur Anderson, primarily focused on the financial services industry.
Mark earned his Master 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 an Investment Advisor, Partner, and serves as the firm's Chief Compliance Officer. He has been dedicated to helping clients grow their assets and reach financial security for over a decade. Scott's passion for the business centers around the ability to work with great clients tackling life events through financial planning and prudent portfolio design. He enjoys digging into the weeds to find the right strategy and investments to help meet the client’s specific financial goals.
Prior to Criterion, Scott 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. Scott holds a bachelor’s degree from the University of Tennessee, Knoxville and a Master of Finance from Loyola College Maryland.
Scott and his wife, Allison, have two young children. He enjoys running, tennis, and watching his hometown Tennessee Titans.
As our Client Service Manager, Kate is an integral part of Criterion Capital Advisors and has served our clients since our inception in 2005. She is the “pinnacle of customer service” and with each client interaction she creates a lasting exemplary impression. Kate’s passion for treating clients like family carries over to all the functions she performs.
For over 30 years, Kate has been in the financial services industry and her knowledge of operations in this industry is critical for our business. Originally from Chicago, she relocated to Nashville to leave the cold and windy winters of her native city. Prior to Criterion Capital, Kate worked at Legg Mason and Dean Witter.
Kate is active with the NAMI organization of Davidson County since her son Anthony’s diagnosis with mental illness in 2015. She organizes the top “friends and family team” annually for the NAMI 5k walk, bringing much needed money to this important organization.
Kate loves spending time with her family and friends. She especially loves riding motorcycles, entertaining and the Chicago Bears!
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.
Our Investment Committee's in-house analysis coupled with the use of independent, third-party sources enables us to create investment strategies that align your portfolio's goals and and risk tolerance.
Your future depends on careful planning. Our effective goal-oriented process will help you create, prioritize and achieve your important life goals.
We partner with trust companies, estate attorneys and tax professionals to establish a comprehensive plan that will provide you with peace of mind knowing that your estate is set up according to your wants and needs.
We will review and evaluate your existing life, disability and long-term care coverage to determine if there are risk that could significantly affect your financial situation.
As the cost of higher education continues to rise, it is more important than ever to take advantage of college savings plans and other planning avenues to help your children and/or grandchildren achieve their education goals.
We will design a plan with your tax professional to help you maximize the benefits of your gift or donation. There are many options in charitable giving that can potentially decrease your tax liability such as bunching, required minimum distribution gifting, gifting appreciated stock and/or donor advised accounts.
4515 Harding Pike, Ste. 300,
Nashville, TN 37205
(615) 292 - 6889
(615) 292 - 6807
