Ehrlich Financial Group

Jessica Krusey is a CFP® professional with 20 years of experience in financial advising. She is currently part of Ehrlich Financial Group, joining the firm in 2023 after roles at Ameriprise Financial Services and Federated investment firms. She is also involved in insurance sales on a limited basis. Ehrlich Financial Group serves individuals, trusts, estates, businesses, and retirement plans, offering discretionary investment management and financial planning with a focus on low-cost funds, individualized strategies, and a combination of fundamental and quantitative research.

Heather Boone is a financial advisor with Ehrlich Financial Group and holds a Series 66 designation. She has 18 years of industry experience, including 15 years at Ameriprise Financial Services, Inc. Boone is also licensed for insurance sales and performs related activities on a limited basis. Ehrlich Financial Group is a four-advisor team serving individuals, trusts, estates, businesses, and retirement plans. The firm provides discretionary investment management, financial planning, retirement-plan advisory, and insurance consulting, constructing portfolios with low-cost mutual funds, ETFs, and other securities tailored to clients’ goals and risk tolerances.

Lora Rommel is a CFP® professional with 30 years of industry experience, currently serving at Ehrlich Financial Group. She previously worked at Ameriprise Financial Services, Inc. for 17 years. In addition to her advisory role, she is involved in insurance sales. Ehrlich Financial Group is a four-advisor team that provides discretionary investment management, financial planning, retirement-plan advisory, and insurance consulting to individuals, trusts, estates, businesses, and retirement plans. The firm employs a customized, long-term oriented investment approach using low-cost funds, individual securities, and independent managers, supported by fundamental and quantitative research methods.

Andrew Ehrlich is a CFP®-designated financial advisor with 20 years of industry experience. He is a founding member of Ehrlich Financial Group and previously worked at Ameriprise Financial Services, Inc. for 16 years. Ehrlich also engages in insurance sales and servicing on a limited basis. Ehrlich Financial Group is a four-advisor team that provides discretionary investment management, financial planning, retirement-plan advisory, and insurance consulting to individuals, trusts, estates, businesses, and retirement plans. The firm employs a customized investment approach using low-cost mutual funds, ETFs, and other securities, supported by fundamental, cyclical, charting, and proprietary quantitative analyses.