How I Can Help You
Jessica develops investment strategies designed to help clients pursue their short- and long-term goals, and she assists them in realigning their investment plans and portfolios over time as their lives change. She particularly enjoys working with next generation clients of The Emrick Woodward Mehram Financial Consulting Group of Wells Fargo Advisors, providing guidance and continuity to younger families as they seek to establish a sound financial foundation Jessica is very committed to providing a superior client experience and dedicates much of her time toward service focused initiatives.

What Makes Me Knowledgeable
Jessica brings more than two decades of experience in the financial services industry to the team. She joined a Wells Fargo Advisors predecessor firm in 2002 and since then she has spent her entire career working alongside Ronald Emrick, Managing Director-Investments. Jessica specializes in using  eMoney® software tools and technology to create customized investment strategies designed to help clients work toward their objectives, and she handles most of the  eMoney® planning for the team.

Getting to Know Me
Outside the office, Jessica enjoys spending time with her husband and their two dogs, attending or watching any sporting event, and boating with family and friends in the summer

Arkansas Insurance Producer License Number 441178

CA Insurance License Number 0WF000. Resident State [MI]- 2723 S. State St. Suite 320, Ann Arbor, MI 48104

How I Can Help You

David focuses primarily on investment planning and developing an asset allocation strategy customized to each client’s specific goals. He enjoys helping clients prepare for significant financial events in their lives, including retirement, education and wealth transfer, and he helps them plan for these milestones by implementing an investment portfolio that aligns with their objectives. In addition, David strives to create flexibility in clients’ plans, so that they have the potential to respond quickly and effectively to changes in the markets or in their lives.

 

What Makes Me Knowledgeable

Helping clients achieve financial well-being has been David's goal since college. He studied economics at the University of Michigan while working as an intern for an experienced investment advisory team and subsequently began his career as a financial advisor with Merrill Lynch in Detroit. After spending five years at UBS, he joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors in 2008. As a financial advisor with Wells Fargo Advisors, he utilizes his knowledge of economics and investments to implement a personalized planning process for each individual client.  This process considers both sides of a client’s balance sheet by creating a personalized investment allocation and providing access to lending strategies, including asset-backed lending, business financing and mortgages through Wells Fargo Bank N.A. and affiliates.

 

Getting to Know Me

David’s highest priority is his family, including his wife, three adult children and 10-year-old son.  He enjoys watching them grow from each new experience. David finds time to stay active, coaching his youngest in a variety of sports, travelling with his family and playing the occasional round of golf.  David is involved as a board member of the Northville Youth Football Association that supports over 300 youth football players and 100 youth cheerleaders. David and the team have been active supporters of the St Louis Center in Chelsea and the Huron Waterloo Parkway Initiative.

How I Can Help You

As a Client Associate in the Ann Arbor office, I support clients and advisors with responsive, detail‑driven service. I assist with daily operational workflows, handle account inquiries, and ensure each client receives clear, timely support. My goal is to create a smooth, positive experience where clients feel heard, welcomed, and well cared for.

What Makes Me Knowledgeable

I bring strong client‑service experience, steady professionalism, and a reputation for anticipating needs before they arise. Colleagues value my reliability, attention to detail, and ability to keep processes running efficiently. By working closely with advisors and understanding the needs of each client relationship, I help maintain consistency, trust, and a high level of service.

Getting to Know Me

I’m a people‑person who genuinely enjoys connecting with others. Outside of work, I cherish time with my grandchildren, love the fun and energy of traveling to new places, and proudly cheer for the Detroit Lions. I bring the same warmth and enthusiasm to my personal life that I strive to bring to every client interaction.

How I Can Help You

I am a Senior Client Associate with Wells Fargo Advisors, where I support financial advisors and their clients through dedicated service, operational expertise, and a strong commitment to relationship building. I am passionate about helping clients feel confident and well taken care of, and I take pride in supporting financial advisors so they can focus on guiding clients toward their long‑term goals.

What Makes Me Knowledgeable

Known for my reliability and calm, solutions‑focused approach, I work to help ensure that clients receive a seamless and professional experience—from account onboarding and service requests to follow‑through on complex brokerage operations. Since joining Wells Fargo Advisors, I have become a trusted resource to my team by mastering internal systems, strengthening advisor support workflows, and building genuine rapport with clients.

Getting to Know Me

Outside of work, I am an accomplished pianist, which allows me to bring creativity, discipline, and attention to detail into my daily life. I am also an avid traveler and find inspiration in experiencing different cultures and perspectives through international travel. Warm, driven, and always ready to lend a hand, I strive to blend compassion, talent, and global curiosity into a life dedicated to learning and uplifting others.