Heather Boone
Client Service Manager
Jessica Krusey, CFP®
Private Wealth Advisor
Andrew Ehrlich, CFP®
CEO, Private Wealth Advisor
Lora Rommel, CFP®
Director of Financial Planning
Tiffany Leso
Client Service Manager
We're fortunate to be a close-knit team of passionate financial professionals who share the same objective—to help every client achieve their financial goals by providing thoughtful strategies and knowledgeable guidance. Most of our team members hold the CERTIFIED FINANCIAL PLANNER™ designation, and as CFP® professionals, we are held to the industry's strictest standards of ethics, must complete rigorous ongoing education requirements, and demonstrate a deep understanding of financial planning. We believe this distinction is important to who we are as a firm and how we serve you.
Private Wealth Advisor
Andrew Ehrlich is a Certified Financial Planner™ (CFP®) with over 20 years of experience in the financial services industry. Prior to establishing Ehrlich Financial Group, an independent financial planning and investment advisory firm, he worked as a Private Wealth Advisor at Ameriprise Financial Services, LLC, where he provided personalized financial planning solutions to high-net-worth individuals, families and businesses.
Today, Andrew and the team at Ehrlich Financial Group continue to work hard to build long-term relationships with the clients they serve. With an intimate understanding of every clients' unique goals and interests in mind, they provide customized strategies and personalized financial planning solutions to help clients achieve financial security and peace of mind.
Andrew is also an active member in the Orange County Financial Planning Association (FPA) and is passionate about promoting financial literacy to his community.
Andrew lives in South Orange County with his wife Nicole, and their two sons. He is an avid golfer, enjoys coaching and helping with his sons' sports and other activities, and travelling to new places.
Private Wealth Advisor
Jessica Krusey is a Certified Financial Planner™ (CFP®) with over 17 years of experience in the financial services industry. Prior to joining Ehrlich Financial Group, an independent financial planning and investment advisory firm, she worked as a Financial Advisor at Ameriprise Financial Services, LLC, where she provided personalized financial planning solutions to high- net-worth individuals, families and businesses. Jessica also gained valuable knowledge and experience working as a Regional Sales Consultant for Federated Investments, where she helped financial advisors understand investment solutions and capital market insights and assisted in building out investment portfolio solutions for retail clients.
Jessica's commitment to excellence led her to pursue the CFP® designation, which she earned in 2019. This prestigious certification requires rigorous education, testing, and ongoing professional development, and demonstrates Jessica's dedication to mastery of the principles of financial planning. Jessica is also a member of the Financial Planning Association (FPA), Orange County chapter.
Today Jessica and the team at Ehrlich Financial Group work hard to build long-term relationships with clients and understand their unique goals and needs so that they can provide customized strategies and personalized financial planning solutions and help them achieve financial security and peace of mind.
Director of Financial Planning
Lora Rommel is a Certified Financial Planner™ (CFP®) with over 30 years of experience in the financial services industry. Prior to joining Ehrlich Financial Group, an independent financial planning and investment advisory firm, she worked with Andrew Ehrlich at Ameriprise Financial Services, LLC, as the Director of Financial Planning. Prior to working as a Financial Advisor, Lora served as a Compliance Officer at Ameriprise Financial Services, LLC.
Lora's dedication to excellence and the mastery of the principles of financial planning led her to pursue the CFP® designation, which she earned in 1996.
Lora continues her work at Ehrlich Financial Group as the Director of Financial Planning and Chief Compliance Officer (CCO). She plays a critical role in the development of financial planning analysis and personalized planning strategies and solutions for our clients. As the firm's CCO, she is primarily responsible for overseeing policies and procedures to ensure compliance with laws, regulatory requirements, policies, and procedures.
Client Service Manager
Tiffany Leso is a fully licensed Client Service Manager with Ehrlich Financial Group with over 15 years of experience in the financial services industry. Prior to her position at Ehrlich Financial Group, Tiffany worked in a similar role with Andrew Ehrlich at Ameriprise Financial Services. Tiffany also worked at a local estate planning firm in Orange County prior to joining Andrew's team in 2009.
Tiffany is responsible for managing and delivering highly responsive customer service to Ehrlich Financial Group clients. She assists with a wide range of requests and services that Ehrlich Financial Group clients need on a day-to-day basis. She has developed close working relationships with many of our clients as she is often the "first responder" to a wide range of client needs and most often can assist clients with regular service requests in real time. Tiffany and the Client Service Management team at Ehrlich Financial Group are an important part of the client service experience that our clients depend on and expect.
Client Service Manager
Heather Boone is a fully licensed Client Service Manager with Ehrlich Financial Group with over 17 years of experience in the financial services industry. Prior to her position at Ehrlich Financial Group, Heather worked in a similar role with Andrew Ehrlich at Ameriprise Financial Services.
Heather is responsible for managing and delivering highly responsive customer service to Ehrlich Financial Group clients. She assists with a wide range of requests and services that Ehrlich Financial Group clients need on a day-to-day basis. She has developed close working relationships with many of our clients as she is often the “first responder” to a wide range of client needs and most often can assist clients with regular service requests in real time. Heather and the Client Service Management team at Ehrlich Financial Group are an important part of the client service experience that our clients depend on and expect.
