Lora Rommel

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.

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.

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.