Our story

Our story

four men and two women in casual clothing standing on paved path in park surrounded by green grass

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. In addition to helping individuals and families find financial clarity, our goal is to inspire generosity in the Rochester community. Through programs like Thrivent Action Teams, the Thrivent and Habitat for Humanity partnership, and Thrivent Choice, our clients can work with us to give back to our community.

When you work with us, you have an entire team of professionals focusing on what is important to you. Our practice includes three financial advisors, Eric Funk, Colin Aldis, and Andy Roberts, who will help you every step of the way, offering financial guidance based on your values and goals. We also have two licensed office professionals, Adam Holtz and Shauna Eastlee, and four unlicensed office professionals, Annie Scholz, Shauna Schlagenhaft, Jake Hagen, and Daniel Jordan. Our core values are expertise, faith, and service. We all work together to serve you with experience and serve our community where help is needed. We offer a wide variety of financial planning solutions to guide you in family and income protection, retirement accumulation and income strategies, and investment and wealth management. Wherever you are in your life journey, whether in the workforce, nearing retirement, or in retirement, we have solutions to help you achieve your goals, care for your family, and live the life you want. 

If you are interested in learning more about how we can help serve you, please contact our office. We would love to hear from you. 

Products and services. Aligned with you your priorities.

At Emerald Financial Group, we understand that each client has their own unique goals and we provide financial guidance tailored to each individual journey. Whether it's saving for college or planning for retirement, we'll start from wherever you are on your financial path and focus on your values to move forward. During this process, we'll also work together to find opportunities for you to live generously and help others. 

What makes Emerald Financial Group unique?

We care about you and offer an individualized approach to help you reach your financial goals. We value building relationships with our clients, not just doing business. 

Our friendly team of office professionals can assist you with all your needs Monday through Friday.