Solving Goals with
Decades of Experience

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Industry-Recognized Service

When you work with us, you will be working with nationally recognized investing professionals and a history of professional accomplishments, including:

  • Platinum Council Advisor / Diamond Level Advisor for 2003 - 2023 – Gail Utter

  • Platinum Council Advisor / Sapphire Level Advisor for 2019 – 2023 – Juston Dobbs

  • Barron’s Top 1200 State by State Advisor for 2015 - 2024 – Gail Utter

  • Forbes Best-in-State Wealth Advisors for 2018, 2019, 2020, 2021, 2022, 2023 and 2024 – Gail Utter

  • Forbes Best-in-State Wealth Advisors for 2021, 2022, 2023 and 2024 – Juston Dobbs

  • Forbes Top Women Wealth Advisors for 2022, 2023 and 2024 – Gail Utter

Glass buildings

lineSince our firm’s
inception, we have:

  • Achieved 28
    designations/certifications/registrations
  • Managed $1 Billion+ AUM
    as of February, 2024
  • Helped fulfill thousands
    of investing goals 
  • Attended untold client milestone
    events including weddings,
    christenings, award ceremonies,
    celebrations and, unfortunately,
    some funerals

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How We Invest

Your portfolio will be singular in execution and informed by conversations early in our process. In general, however, we look to invest your assets in holdings that meet a broad range of criteria, including:

  • Strong financial fundamentals
  • Identifiable growth catalysts
  • A history of increasing dividends
  • Low beta or volatility
  • Low portfolio turnover

We strive to achieve competitive, risk-aligned returns commensurate to each client family.  We adapt to changing market conditions and to your evolving goals and needs as your life changes.

Community Comes First


You’ll see us frequently in the community, volunteering our time and energy and contributing funds to the causes close to our hearts. We’re convinced that the most impactful returns happen when you connect to community.

Our team is an active local force, holding many current and past leadership and Board positions in our community:

GAIL UTTER

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Austin College, Vice Chair of the Board
Austin College, Co-Chair Finance Committee
Child Guidance Clinic, Past Board Member
First United Methodist Church, Administrative Board, Past Chair
Grayson County Airport, Past Board Member
Grayson/Grand Central Station Dining Car/Soup Kitchen, Past Board Member
Preservation League, Past President
Rotary Club of Sherman, Member
Sherman Chamber of Commerce, Past Board Member
Sherman Economic Development Corporation (SEDCO), Board Member
Sherman ISD Education Foundation, Past Board Member
SMU Perkins School of Theology, Advisory Board
Texoma Behavioral Health Leadership Team, Co-Founder
United Way of Grayson County, Past Campaign Chair & Board Member
Wilson N. Jones Memorial Hospital, Past Board Chair

NATE PIKE

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Former Mayor, City of Anna 2017-2024
Grayson County Children’s Advocacy Center Board- Past Chair 
Grayson County CASA Board- Treasurer
McKinney Chamber of Commerce Board- Past Chair 
Anna Community Development Corporation Board- Past Chair
Anna High School Quarterback Club- Treasurer
Collin Grayson Municipal Alliance Board- Chair 
Collin County Planning Board 

JUSTON DOBBS

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Sherman City Council At-Large Place 2
Sherman Independent School District, Past Board of Directors
Wilson N. Jones Foundation, Board
Sherman Chamber of Commerce, Past Board Chair
Sherman Kiwanis Club, Board
Texoma Council of Governments (TCOG), Board
Sherman Economic Development Corporation, Ex Officio and Past Board Chair
Texoma Chapter of Ducks Unlimited, Past President


The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. Platinum Council levels are based on the previous calendar year’s gross revenue and are defined as follows: Diamond – Top 25 Financial Advisors, Rub – Top 2% (including Diamond recipients), Emerald – Next 5%, Sapphire – Next 8%, Pearl – Best Practice Adopters with a minimum production of $750k.
 
2024 Barron’s Top 1,200 State By State 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 State By State Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022. 2022 Barron’s Top 1,200 State By State 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 State By State 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 State By State 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 State By State 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 State By State 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 State By State 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 State By State 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 State By State Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014. 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.
The 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). The 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. The 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. The 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. The 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. The 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. The 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.
2024 Forbes Top Women Wealth Advisors: 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: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22. 2022 Forbes Top Women Wealth Advisors: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21. The Forbes Top 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. 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.