Experienced guidance for life’s transitions

Emerald Financial Group

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

Eric Funk

Eric Funk

FIC, CCPS®, CIMA®

Financial Consultant

Shauna Eastlee

Shauna Eastlee

Customer Relationship Manager

Adam Holtz

Adam Holtz

Director of Financial Planning and Investment Operations

Annie Scholz

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.

Woman in a black blazer with laptop talking with man over coffee

Our solutions

Dedicated planning services

Dedicated planning services

Comprehensive advice and financial strategies that are in your best interest.

Advice services

Advice services

Achieve financial clarity and confidence as you work toward your financial goals and dreams.

Life insurance

Life insurance

Life insurance isn't one-size-fits-all. There’s a range of types and features to consider—many of which can be customized to your individual needs.

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.

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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.

Thrivent membership benefits

Strong and stable

We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 100 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2 million clients, as well as the communities in which they live and work.

Office information

Operating Hours:

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