About Ehrlich Financial Group
Our Orange County firm is proud to serve local and out-of-state families with financial planning, investment advice, and retirement preparation.
Ask us a questionA people-first approach to financial planning & investment
Our Values
Meet Andy Ehrlich
CEO, CFP®
Behind every number is a story, and Andy Ehrlich has built his career by listening to people's stories. Thoughtful, steady, and genuinely invested in people, Andy believes financial planning is more than just investment proposals; it's about walking alongside clients through life's milestones.
In 2008, Andy Ehrlich joined a long-established firm with a proven track record of helping clients with comprehensive wealth management as an associate financial advisor. He built trust with his clients, and continues to serve them, many of whom he's been working with since the early days. Now, he runs an independent firm serving families with the same qualities that earned him trust and respect at the beginning of his career: prudent and thoughtful financial advice, and a deep sense of compassion toward the people he serves.
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Jessica Krusey Jessica Krusey
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, 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.
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Lora Rommel Lora Rommel
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, she worked with Andy Ehrlich at Ameriprise Financial Services, LLC, as the Director of Financial Planning. Before working as a Financial Advisor, Lora served as a Compliance Officer at Ameriprise Financial Services, LLC.
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Heather Boone Heather Boone
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 Andy Ehrlich at Ameriprise Financial Services.
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Grant Salamon Grant Salamon
Client Service Associate
Grant Salamon joined our team as a Client Service Associate in 2024, where he is dedicated to delivering exceptional service and building lasting client relationships.
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I'm living a really good, great life. And my financial security has a lot to do with that.
Chris and Andy held my hands when Mike died. It was really powerful to me that I knew they were there and that I did not have to worry. I have no children. My parents were alive at the time, but they were not financially savvy at all. My house is almost paid for. I'm living a really good, great life at this point. And my financial security has a lot to do with that.
Andrea T.
This testimonial was provided by a current client of Ehrlich Financial Group. No compensation was provided for this testimonial. This client's experience may not be representative of all client experiences.
Intentional financial planning starts here
You're already managing a lot at home and at work. We manage your money so you can be confident in your financial future.
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