Scott is an Investment Advisor, Partner and serves as the firm's Chief Compliance Officer. In addition, he is a CERTIFIED FINANCIAL PLANNER™ professional. Scott 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.