Natalie Tuttle
- Senior Registered Client Associate
- Vice President
Natalie Tuttle
- Senior Registered Client Associate
- Vice President
Natalie has 20 years of experience in the investment industry and joined the Utter Wealth Management group in 2004. She has earned her Series 7 and Series 66 security registrations, has a deep knowledge around firm practices and client service issues, and has been recognized numerous times for her client care efforts. She has been involved with Preston Volunteer Emergency Services (PVES) and a volunteer for the annual Boot Scootin’ Ball for 10 years. Natalie and her husband Aaron live in Pottsboro, and have three children, Paige, Parker and Clay
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Education
- Southeastern Oklahoma State University
Language
- English
Jason Blankenship
- AAMS
- CFP
- Financial Consultant
Jason Blankenship
- AAMS
- CFP
- Financial Consultant
Jason has been with the firm for 18 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. He also works closely with client 401k plans and provides investment guidance to their employees. Jason lives in Denison with his wife Jami, and enjoys bass fishing, spending time outdoors and watching baseball and college football games.
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Education
- Southeastern Oklahoma State University
Language
- English
Nate Pike
- AWMA
- Senior Vice President - Investment Officer
- Financial Advisor
Nate Pike
- AWMA
- Senior Vice President - Investment Officer
- Financial Advisor
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 currently serving his 2nd term as Mayor of the city of Anna, TX. Nate lives in Anna with his wife Lacey, and their two children, Peyton and Addison.
Gail Utter
- MBA
- CPWA
- CRPC
- Private Wealth Financial Advisor
- Managing Director - Investments
Gail Utter
- MBA
- CPWA
- CRPC
- Private Wealth Financial Advisor
- Managing Director - Investments
Gail has more than 30 years 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, Barron’s Top 1200 State by State Advisor¹, a Forbes Best-in-State Wealth Advisor², and a Forbes Top Women Wealth Advisors Best-in-State². 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.
¹ Barron’s Top 1200 State By State Advisors for 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022 and 2023. 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.
over the years including but not limited to, Platinum Council Advisor Diamond level advisor, Barron’s Top 1200 State by State Advisor¹, a Forbes Best-in-State Wealth Advisor², and a Forbes Top Women Wealth Advisors Best-in-State². 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.
¹ Barron’s Top 1200 State By State Advisors for 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022 and 2023. 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.
² Forbes Best-in-State Wealth Advisors for 2018, 2019, 2020, 2021, 2022 and 2023. She was selected among the Forbes Top Women Advisors Best-in-State for 2022 and 2023. The Forbes Best-in-State Wealth Advisors and 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
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Education
- Southern Methodist University
- University of North Texas
Language
- English
Joey Beason
- CRPC
- Financial Consultant
Joey Beason
- CRPC
- Financial Consultant
After earning a BBA in Personal Financial Planning from Texas Tech University, Joey joined Merit Financial in Frisco, TX, where he was a Relationship Manager for nearly 5 years. He then joined Utter Pike Private Wealth Management and has earned his College for Financial Planning’s Chartered Retirement Planning Counselor®.Joey works with clients in all aspects of planning, with a particular knowledge in eMoney planning software, life insurance and annuities. He has extensive community involvement, serving in board leadership positions with the Grayson County Children’s Advocacy Center, the Sherman Chamber of Commerce, Downtown Sherman Now and Goodwill Industries. Joey and his wife Samantha reside in Sherman with their two children, Parker and Slade.
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Amber Dobbs
- Senior Client Associate
- Assistant Vice President
Amber Dobbs
- Senior Client Associate
- Assistant Vice President
Amber began working in the securities industry in 2004 and is now a Senior Client Associate, earning consistent accolades for her client service. She enjoys the strong relationships formed with clients and solving complex client issues. Amber has been very involved in the community, serving in leadership positions with the Needlework Guild of America, Sherman Service League, and the Sherman High School PTA. Amber and Juston live in Sherman and have three children, Halle, Ryan, and Creed.
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Juston Dobbs
- MBA
- CDFA
- CFP
- Managing Director - Investments
- Financial Advisor
Juston Dobbs
- MBA
- CDFA
- CFP
- Managing Director - Investments
- Financial Advisor
Juston has been with the firm for 25 years, founded Dobbs Wealth Management Group of Wells Fargo Advisors, and brings significant professional credentials to the team. Juston grew up in Southlake, TX and then earned a BBA in Management from Texas Tech University and an MBA from the University of Texas at Dallas. Juston is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst® practitioner. He is very involved in his community, serving in leadership roles on the Sherman City Council, the Sherman ISD Board of Directors, the Texoma Council of Governments and the Sherman Economic Development Corporation among many others. He has earned numerous professional recognitions including the firm’s Platinum Council and the Forbes Best-in-State Wealth Advisors³. Juston lives in Sherman with his wife Amber and has three children, Ryan, Creed and Halle.
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
³ Forbes Best-In-State Wealth Advisor in 2021, 2022 and 2023. 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.
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
³ Forbes Best-In-State Wealth Advisor in 2021, 2022 and 2023. 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.
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