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Rochester Group

Meet Rochester Group

When you work with the Rochester Group, you will have an entire team of professionals focusing on what is important to you. Our practice includes two Financial Consultants, Eric Funk and Colin Aldis, 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 an Insurance Office Professional, Natalie Schlagenhaft. Our core values are trust, expertise, faith, and service. We all work together to serve you with integrity 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.