Our Story
Our Story

When Trott Brook Financial’s founder, Jim Steffen, decided to start his own financial services firm, it was important to Jim and his wife, Lisa, that they pursue a life of balance. So they opened their first office on the same beautiful wooded grounds as their home. Flowing through their property is the Trott Brook, a gentle and serene stream that feeds into the Rum River.


The Trott Brook nurtures and brings life to the Ramsey area. It serves as a symbol to Jim and Lisa, who are committed to promoting the sustained health of their community. Their connection to Ramsey is expressed through frequent sponsorships, fund raisers and other charitable events that benefit the region’s people and environment.