The Utter Wealth Management Group helps clients build a financial foundation for the future. The multigenerational team works to help ensure family wealth continues across generations. The team plays an integral role in helping families define clear goals, implement thoughtful strategies and manage wealth for the future.
Natalie brings years of experience and a vast knowledge of daily operations to help the team deliver a concierge-level of client service.
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.
Natalie is a board member of the Pottsboro Kids Club and volunteers for the Boot Scootin' Ball and other community causes. She and her husband, Aaron, have three children, Paige, Parker and Clay.
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.
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.
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.
Nate’s passion is focused on building relationships with people and creating financial plans to help them achieve financial security.
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.
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.
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.
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 multi-year recognition as a Barron’s Top 1200 Advisor for 2012, 2014, 2015, 2016, 2017, 2018, 2019 and 2020, FT (Financial Times) Top 400 Advisor for 2017 and 2018, and Forbes Top State-by-State Advisor for 2018, 2019 and 2020. Gail has also been named as a Texas Monthly Five-Star Wealth Manager for years and has been named a Wells Fargo Advisors Premier Advisor for the last 20 years.
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 $500,000,000 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.
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.
The Barron’s Top 1200 Advisor is based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. Wealth managers were considered for the award; of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.
The Financial Times Top 400 Advisors rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components.
The Premier Advisor designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.
Forbes Top State-by-State Advisor ranking algorithm based on 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 ranking. Investment performance is not a criterion.
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