Team

Focus

Natalie brings years of experience and a vast knowledge of daily operations to help the team deliver a concierge-level of client service.

Experience & Education

Natalie entered the financial industry in 2000 and began working with Utter Wealth Management Group in 2004. She holds the Series 7 and Series 66 security registrations.

Natalie grew up in Sherman and attended Sherman High School, Grayson College and Southeastern Oklahoma State University.

Family & Community

Natalie is a board member of the Preston Volunteer Emergency Services and volunteers for the Boot Scootin' Ball and other community causes. She and her husband, Aaron, have three children, Paige, Parker and Clay.

Focus

Jason is focused on helping the team build customized investment plans so clients can prepare for and meet their financial milestones throughout life. Jason helps clients live their own vision of the future.

Experience & Education

Jason is a CERTIFIED FINANCIAL PLANNER™ (CFP^®) professional and an Accredited Asset Management Specialist (AAMS^®). With more than 15 years experience as a Financial Consultant, Jason oversees the Utter Wealth Management Group’s portfolio management strategies and prepares the client investment plans.

Jason attended Southeastern Oklahoma State University where he earned a Bachelor of Business Administration degree in Finance.

Family & Community

Jason is involved with the community and has been involved with The Friends of Sherman Public Library and enjoys spending his free time bass fishing and being outdoors. He resides in Denison with his wife, Jami.

Focus

Nate’s passion is focused on building relationships with people and creating financial plans to help them achieve financial security.

Background & Experience

Nate has over ten years experience in the financial services industry. He joined Utter Wealth Management Group in 2014 and focuses on getting to know clients on a personal level and providing value to the important aspects of their lives.

Originally from Denison, Nate earned a B.B.A. degree from Baylor University with a double major in Finance and Entrepreneurship. Prior to joining the team, Nate spent several years in manufacturing, gaining valuable management experience.

Family & Community

Nate is dedicated to supporting the community and has served on the following civic organizations: Grayson County Children's Advocacy Center, North Texas Young Professionals, Denison Rotary Club, McKinney Chamber of Commerce, Leadership McKinney Alumni Network and is the Mayor of the City of Anna.

He resides with his wife, Lacey, in Anna, Texas. They have two children, Peyton and Addison.

Focus

One of the most rewarding parts of Gail’s job is getting to know her clients, many of whom have become lifelong friends. When working closely with a family, learning their history and hearing their dreams, Gail gains a deeper understanding of their values and priorities. Gail finds it extremely gratifying to be entrusted with their stories and to manage the wealth that enables them to live the life they have envisioned. She is alongside for births, graduations, weddings, grandchildren, promotions, family business successes, anniversaries and even funerals. It is the cycle of life and friendship.

Experience & Education

Gail has more than 20 years of experience in the wealth management industry and formed the Utter Wealth Management Group of Wells Fargo Advisors in 2001. As a Private Wealth Financial Advisor, Gail provides access to special wealth management services and experienced professionals who proactively work with high-net-worth clients to help manage their unique assets and complex wealth management needs.

Gail has have received numerous national professional awards, including:

Barron’s Top 1200 State By State Advisors
Gail Utter has been recognized as a Barron’s Top 1200 State By State Advisors for 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 and 2022. The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Forbes Best-in-State Wealth Advisors 
Gail Utter was selected among the best wealth advisors in Texas for 2018, 2019, 2020, 2021 and 2022. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Forbes Best-in-State Women Wealth Advisors  
Gail Utter was selected among the Forbes Top Women Advisors ranking for 2020, 2021 and 2022. The Forbes Best-in-State Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Wells Fargo Advisors Premier Advisor
Gail Utter has been a member of the firm’s Premier Advisor Program every year 2002 - 2022. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism.

She has a BBA (SMU), MBA (UNT), is an IMCA Certified Private Wealth Financial Advisor (CPWA^®) and a College for Financial Planning’s Chartered Retirement Plan Counselor (CRPC^®). 

The Utter Wealth Management Group’s team are outstanding professionals and provide the strength and depth of expertise needed to run a $700,000,000 practice in Texas and across the country. Team members are smart, intuitive and dedicated to caring about investment portfolio outcomes, concierge service and client families.

Family & Community

Gail is a frequent keynote speaker and is well-known for her philanthropic and community leadership. She currently serves on the board of trustees of Austin College, United Way, Grand Central Station (soup kitchen/resource center), and the Texoma Behavioral Health Leadership Team, and has previously served on airport, hospital, youth improvement, and chamber of commerce boards. Gail has received numerous community awards, including Outstanding Citizen of the Year, the Athena Women’s Award and the Emmett Essin Community Service Award.

Gail is very proud of her ever-growing, God-centered family. She is a pushover for abandoned canines and enjoys traveling and working out.