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 Ron and Robert. Jessica specializes in using Wells Fargo Advisor’s Envision® software tools and technology to create customized investment strategies designed to help clients work toward their objectives, and she handles most of the Envision 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

California Insurance License Number 0I99204 - Resident State Michigan - 2723 S. State St. Suite 320, Ann Arbor, MI 48104

How I Can Help You
David focuses primarily on investment planning by using Wells Fargo Advisor’s Envision® software to develop 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. In this role, he developed his foundational knowledge of investments and providing access to lending strategies, including asset backed lending, business financing and mortgages, and he established a personalized planning process that considers both sides of a client’s balance sheet. After spending five years at UBS, he joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors in 2008

Getting to Know Me
David’s highest priority is his family, including his wife, three college age children and young son, and he enjoys watching them grow from each new experience David finds time to stay active and play the occasional round of golf

Arkansas Insurance Producer License Number 3517368