The Team

D'Amore, Ehrlich & Associates

Our Advisors

Andrew Ehrlich

Andrew Ehrlich

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Small Business

Education

BA in Political Science, University of California, Santa Barbara, 2004
CA Insurance #0E89463

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Jim Warren

Jim Warren

Financial Advisor

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Designations

CFP®, RICP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies

Education

Vanguard University, Year 2000, BA Business Administration, cum laude
CA Insurance #0D61488

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Lora J Rommel

Lora J Rommel

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances
CA Insurance #0B62302

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Jessica Krusey

Jessica Krusey

Financial Advisor

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Designations

CFP®
CA Insurance #0M25860

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Our Staff

Tiffany M. Jimenez

Tiffany M. Jimenez

Client Relationship Manager

Paraplanner
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Qualifications

  • Ameriprise Advisor Assistant, 2009 - present
  • Legal Secretary, 2007 - 2009
  • Notary Public, 2008 - present
Kathleen A. Clement

Kathleen A. Clement

Administrative Assistant

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Qualifications

  • Ameriprise Advisor Assistant, 2007 - present
Lynn M. Davis

Lynn M. Davis

Administrative Assistant