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Emerald Financial Group

emeraldfinancialgroup@thrivent.com
(507) 289-1682

Proudly serving Rochester and the surrounding areas by offering financial guidance that’s focused on your goals and values.

Team intro

Proudly serving Rochester and the surrounding areas by offering financial guidance that’s focused on your goals and values.

Our story

We're here for you

Welcome! Our dedicated team at Emerald Financial Group has the experience and expertise to help guide you through every step of your financial journey. We focus on providing you with financial guidance to help you reach your financial goals.

Our team

Colin Aldis

Associate

Eric Funk

FIC, CCPS®, CIMA®

Financial Consultant

Shauna Eastlee

Customer Relationship Manager

Adam Holtz

Director of Financial Planning and Investment Operations

Amy O'Hare

Office Manager

Annie Scholz

Unlicensed Office Professional

How we work with you

Our approach to wealth management is a process of identifying your goals and objectives into a plan that gives you an opportunity to achieve them, while maintaining flexibility to adapt if those goals change amidst your life circumstances. We help you execute a customized action plan that encompasses each of these areas: building wealth, creating income streams, protecting wealth, charitable and community support, building a legacy.

About Thrivent

How we’re different

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.

Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.

Additional information

While working with Thrivent and throughout your entire financial journey, questions are sure to arise. We can help you find the answers. Following are common questions and answers from individuals just like you.

Contact

Be sure not to include any personally identifiable information such as social security numbers, account numbers, or medical/health information.

By sending this request, I agree that Thrivent or a Thrivent financial professional may contact me at the phone number(s) I provided, even though I may be on a Do Not Call Registry and/or it may be a wireless number.

To learn more about the privacy of your information, visit our privacy policy.

Office Information

Phone:

(507) 289-1682

Email:

emeraldfinancialgroup@thrivent.com

Operating hours:

Monday through Thursday 8am - 5pm, Friday 8am - 12pm

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/