Striving to Solve Goals with
Decades of Experience

Gail has more than 30 years of experience in the investment industry and formed the Utter Wealth Management Group of Wells Fargo Advisors in 2001. She grew up in Tulsa, earned a BBA at Southern Methodist University in Dallas, an MBA from the University of North Texas, an IWI Certified Private Wealth Advisor® and a College for Financial Planning’s Chartered Retirement Plan Counselor®.

Gail has earned numerous awards and recognitions over the years including but not limited to, Platinum Council Advisor Diamond level advisor from 2003 - 2026¹, Barron’s Top 1,200 Financial Advisors from 2015-2025², Barron’s Top 1,500 Financial Advisors for 2026³, a Forbes Best-in-State Wealth Advisors for 2018-2026⁴, and a Forbes Top Women Wealth Advisors Best-in-State for 2022-2026⁵. Gail’s current community involvement includes leadership roles with the Austin College Board of Trustees, the Sherman Economic Development Corporation, SMU Perkins School of Theology, the Texas Methodist Foundation and the Texoma Behavioral Health Leadership Team.
 
Gail lives in Sherman, and has four children, Wade, Callie, Blake and Hannah, and multiple pups.

¹2025-2026 Wells Fargo Advisors Platinum Council Platinum Council levels are based on the previous calendar year’s gross revenue in rank order and are defined as follows: Diamond – Top 25 Financial Advisors, Ruby – Next 125, Emerald – Next 350, Sapphire – Next 500, Pearl – Next 500.

2024 Wells Fargo Advisors Platinum Council Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. Platinum Council levels are based on the previous calendar year’s gross revenue in rank order and are defined as follows: Diamond – Top 25 Financial Advisors, Ruby – Next 125, Emerald – Next 300, Sapphire – Next 500, Pearl – Next 500.

2003 – 2023 Wells Fargo Advisors Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure. Platinum Council levels are based on the previous calendar year’s gross revenue and are defined as follows: Diamond – Top 25 Financial Advisors, Ruby – Top 2% (including Diamond recipients), Emerald – Next 5%, Sapphire – Next 8%, Pearl – Best Practice Adopters with a minimum production $750k.

²2025 Barron's Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com). 2024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023 (Source: Barrons.com). 2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022 (Source: Barrons.com). 2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021. 2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020. 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019. 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018. 2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017. 2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016. 2016 Barron’s Top 1,200 Financial Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015. 2015 Barron’s Top 1,200 Financial Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014. Barron’s Top 1,200 Financial 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.

³2026 Barron's Top 1,500 Financial Advisors: Awarded March 2026; Data Compiled by Barron's based on the time period from Sept. 2024 - Sept. 2025 (Source: Barrons.com). The Barron's Top 1,500 Financial 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.

⁴2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22-6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21-6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20-6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19-6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18-6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17-6/30/18. 2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16-6/30/17. 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. 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.

⁵2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com). 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com). 2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State 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. 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.

Nate is a Denison, TX native and earned a BBA degree from Baylor University, majoring in Finance and Entrepreneurship. He has 10 years of experience in the investment industry and has earned the Accredited Wealth Management Advisor^®. Nate is very committed to the communities he serves, having served in board leadership positions with the Grayson County Children’s Advocacy Center, the McKinney Chamber of Commerce, the Anna Community Development Corporation, and is the former Mayor of the city of Anna, TX. Nate lives in Prosper with his wife Lacey, and their two children, Peyton and Addison.

Jason has been with the firm for 20 years and is a CERTIFIED FINANCIAL PLANNER^® and an Accredited Asset Management Specialist^®. With a BBA in Finance from Southeastern Oklahoma State University, Jason leads the research, planning and client analysis work for our practice, with execution responsibilities for our Portfolio Investment Management (PIM^®) program. Jason lives in Denison with his wife Jamie, and enjoys bass fishing, spending time outdoors and watching baseball and college football games.

Natalie brings 25 years of industry experience to her role and joined the Utter Wealth Management Group in 2004. She holds FINRA Series 7 and Series 66 securities registrations and has developed extensive expertise in firm practices, operations, and client service. Natalie is known for her commitment to delivering exceptional client care and has been recognized numerous times for her service excellence, including being named a 2026 Platinum Excellence Recognition Recipient. She is actively involved in her community, having served with Preston Volunteer Emergency Services (PVES) and volunteering for the annual Boot Scootin’ Ball for the past 11 years. Natalie and her husband Aaron reside in Pottsboro and have three children: Paige, Parker, and Clay.