Lisa has been involved with Trott Brook Financial since it was founded by her husband, Jim, in 2002. Lisa’s career spans several industries from fashion, to restaurants, to banking and now financial services. While she is no longer active with the daily operations of the firm, she is intimately involved with our client events. She loves getting to know our clients and treats them as if they were our family. Lisa's passion for entertaining and cooking bring a special touch to our client and staff gatherings.
Lisa and Jim were married in 1997 and have two children, Lauren and Tommy. She is the CEO of the Steffen family, managing the household, kids schedules and activities. During her down time she enjoys time with family and friends, and spending time in the kitchen creating and preparing healthy meals. Her true passion is knitting. Always working on a project, you may find her at a coffee shop, yarn store or in front of the fireplace knitting away! She agrees with Jim on her top three travel destinations and enjoys walks in the woods, hikes in the mountains and strolls on the beach.