Our team

Eric Funk
FIC, CCPS®, CIMA®
Financial Consultant

I was referred to Thrivent by the pastor and president of my church. I’ve been with Thrivent since September 2002 and I am enjoying my career with Emerald Financial Group. My goal is to better the lives of those who have a relationship with me, be it personally or professionally. I am married to Karissa and we have two sons. I love to fish. I would fish every day if I could.

States Licensed: AK, AZ, FL, IA, IL, MD, MI, MN, MO, ND, NH, NY, RI, SC, SD, WI

About Eric Funk

I was referred to Thrivent by the pastor and president of my church. I’ve been with Thrivent since September 2002 and I am enjoying my career with Emerald Financial Group. My goal is to better the lives of those who have a relationship with me, be it personally or professionally. I am married to Karissa and we have two sons. I love to fish. I would fish every day if I could.

States Licensed: AK, AZ, FL, IA, IL, MD, MI, MN, MO, ND, NH, NY, RI, SC, SD, WI
Team member
Colin Aldis
LUTCF®, FIC, RICP®, CLTC®, CKA®
Associate

Colin Aldis has been with helping clients achieve their retirement goals for over 27 years. He now is closer to the same goal of approaching retirement himself.

Married to Pat for 39 years, Colin and Pat have 2 adult children and 8 grandchildren who all live in Rochester. Pat and Colin who were “empty nesters” now have fallen in love with their two adopted kittens!

Pat and Colin like to visit botanical gardens, walk on the beach, and visit National and State Parks.

In the summer months they can be found boating on Lake Pepin.

States Licensed: FL, IA, MN, WI

About Colin Aldis

Colin Aldis has been with helping clients achieve their retirement goals for over 27 years. He now is closer to the same goal of approaching retirement himself.

Married to Pat for 39 years, Colin and Pat have 2 adult children and 8 grandchildren who all live in Rochester. Pat and Colin who were “empty nesters” now have fallen in love with their two adopted kittens!

Pat and Colin like to visit botanical gardens, walk on the beach, and visit National and State Parks.

In the summer months they can be found boating on Lake Pepin.

States Licensed: FL, IA, MN, WI
Team member
Andy Roberts
Associate

I have been working in the financial advising industry for over a decade now. Working with so many great people and helping families retire with confidence has been the greatest joy of my career. I hold my FINRA Series 7 and 66 along with his Life and Health Insurance License. I live in Rochester with my wife and three children.

States Licensed: IA, MI, MN, ND, WI

About Andy Roberts

I have been working in the financial advising industry for over a decade now. Working with so many great people and helping families retire with confidence has been the greatest joy of my career. I hold my FINRA Series 7 and 66 along with his Life and Health Insurance License. I live in Rochester with my wife and three children.

States Licensed: IA, MI, MN, ND, WI
Daniel Jordan
Director of Operations

I have come back to the financial services industry after a nine-year hiatus as an operations manager in the retail industry. I have over 15 years of experience in the financial services industry ranging from leading mutual fund operations teams to underwriting commercial property and casualty insurance. I graduated from the University of Phoenix with a Bachelor of Science in Management and have a passion for building an engaged environment for clients and team members.   

About Daniel Jordan

I have come back to the financial services industry after a nine-year hiatus as an operations manager in the retail industry. I have over 15 years of experience in the financial services industry ranging from leading mutual fund operations teams to underwriting commercial property and casualty insurance. I graduated from the University of Phoenix with a Bachelor of Science in Management and have a passion for building an engaged environment for clients and team members.   

Shauna Eastlee
Customer Relationship Manager

I found my way to Thrivent when one of my previous co-workers was hired to work for Emerald Financial Group. She referred me when a position opened and I couldn’t turn down the opportunity. I have been with Thrivent more than 10 years, and I’m thankful for our great clients and my caring team. I love rocks and collect them. I also love to visit my family cabin, and spend time with my husband, my kids and grandkids.

About Shauna Eastlee

I found my way to Thrivent when one of my previous co-workers was hired to work for Emerald Financial Group. She referred me when a position opened and I couldn’t turn down the opportunity. I have been with Thrivent more than 10 years, and I’m thankful for our great clients and my caring team. I love rocks and collect them. I also love to visit my family cabin, and spend time with my husband, my kids and grandkids.

Adam Holtz
Director of Financial Planning and Investment Operations

I joined Emerald Financial Group because I wanted to be part of an organization whose Christian values align with my own—serving others and using money as a tool to do God’s work. My family are members of Grace Lutheran Church in Dodge Center, where my wife, Kelly, and our two kids are active in mission support. I also serve on the Board of Elders. I am an avid sports fan and have run a fantasy football league since 1996.

About Adam Holtz

I joined Emerald Financial Group because I wanted to be part of an organization whose Christian values align with my own—serving others and using money as a tool to do God’s work. My family are members of Grace Lutheran Church in Dodge Center, where my wife, Kelly, and our two kids are active in mission support. I also serve on the Board of Elders. I am an avid sports fan and have run a fantasy football league since 1996.

Annie Scholz
Unlicensed Office Professional

I joined Emerald Financial Group in November 2021—what an exciting time to come on board! I am a Rochester native and came to Emerald Financial Group after 10+ years working in the nonprofit community. I live in NW Rochester with my husband and two teenage children. I enjoy spending time at the family cabin in Crosslake, Minnesota, and gardening. I am proud to be part of Emerald Financial Group and grateful for the welcoming community of clients and staff.

About Annie Scholz

I joined Emerald Financial Group in November 2021—what an exciting time to come on board! I am a Rochester native and came to Emerald Financial Group after 10+ years working in the nonprofit community. I live in NW Rochester with my husband and two teenage children. I enjoy spending time at the family cabin in Crosslake, Minnesota, and gardening. I am proud to be part of Emerald Financial Group and grateful for the welcoming community of clients and staff.

Shauna Schlagenhaft
Customer Service Specialist

I came to Emerald Financial Group after working 7+ years in the food and beverage industry as well as contract human resources! I couldn’t be happier to have such an exciting new opportunity with such an amazing company, and my coworkers have been nothing but welcoming. I was born and raised in Wisconsin, but have resided in Rochester for the last 7 years. I met my husband here in Rochester and we are now happily married and have a beautiful baby boy who is our greatest adventure. We try to spend as much time with our families in Minnesota and Wisconsin as we can and we also enjoy spending time together at home with our two dogs!

About Shauna Schlagenhaft

I came to Emerald Financial Group after working 7+ years in the food and beverage industry as well as contract human resources! I couldn’t be happier to have such an exciting new opportunity with such an amazing company, and my coworkers have been nothing but welcoming. I was born and raised in Wisconsin, but have resided in Rochester for the last 7 years. I met my husband here in Rochester and we are now happily married and have a beautiful baby boy who is our greatest adventure. We try to spend as much time with our families in Minnesota and Wisconsin as we can and we also enjoy spending time together at home with our two dogs!

Jake Hagen
Office Professional

I was born and raised in Minnesota with a strong Christian foundation. I studied at Saint Mary’s University in Winona, MN and graduated with a Bachelor’s degree in Marketing in 2017. I began my career in the financial services industry immediately after college and am bringing over 6 years of retail banking experience. I am excited for this next step in my career and am thrilled to join the team here at Emerald Financial Group! I strive to enrich the lives of my family, friends, and those I serve in our community. Some of my favorite things to do outside of work are golfing, fishing, and soccer. I am currently a member of the board for the Rochester Public Library Foundation and have experience coaching youth soccer. I will be involved with our Thrivent Community initiatives and aim to make a positive impact in our community.

About Jake Hagen

I was born and raised in Minnesota with a strong Christian foundation. I studied at Saint Mary’s University in Winona, MN and graduated with a Bachelor’s degree in Marketing in 2017. I began my career in the financial services industry immediately after college and am bringing over 6 years of retail banking experience. I am excited for this next step in my career and am thrilled to join the team here at Emerald Financial Group! I strive to enrich the lives of my family, friends, and those I serve in our community. Some of my favorite things to do outside of work are golfing, fishing, and soccer. I am currently a member of the board for the Rochester Public Library Foundation and have experience coaching youth soccer. I will be involved with our Thrivent Community initiatives and aim to make a positive impact in our community.

Team member
Scott Bingham
CFP®, ChFC®, CLU®, CAP®, RHU®, FIC, RICP®, CLTC®, CKA®, BFA™
Associate

There is an old Scandinavian saying that says, “On the road between the homes of friends, grass doesn’t grow.” For almost four decades, I have had the opportunity to meet with many wonderful people who want to make better lives for themselves, their families, and their communities. I look forward to my new role as an Associate with the Emerald Financial Group as we seek opportunities to work on behalf of our clients and “keep the grass from growing between our homes.”

My wife, Karen, and I live in Spring Grove, the first Norwegian settlement in Minnesota and the home of Spring Grove Soda! We have two adult children, Anna and Whitney. In my free time, I am an avid biker, amateur astronomer, a mentor of Junior High Confirmation students, and serve on the International Owl Center board.

States Licensed: AK, AL, AZ, IA, MI, MN, NM, WA, WI

About Scott Bingham

There is an old Scandinavian saying that says, “On the road between the homes of friends, grass doesn’t grow.” For almost four decades, I have had the opportunity to meet with many wonderful people who want to make better lives for themselves, their families, and their communities. I look forward to my new role as an Associate with the Emerald Financial Group as we seek opportunities to work on behalf of our clients and “keep the grass from growing between our homes.”

My wife, Karen, and I live in Spring Grove, the first Norwegian settlement in Minnesota and the home of Spring Grove Soda! We have two adult children, Anna and Whitney. In my free time, I am an avid biker, amateur astronomer, a mentor of Junior High Confirmation students, and serve on the International Owl Center board.

States Licensed: AK, AL, AZ, IA, MI, MN, NM, WA, WI