As President of Trott Brook Financial, Jim and his team have quietly developed the firm he founded in 2002 into a reputable and trusted wealth planning firm in Anoka County. With over 30 years of financial planning and investment experience, Jim leads the Trott Brook team in delivering a high level of personal service to their family of clients. He also provides the overall direction of the firm as well as overseeing the financial planning recommendations for clients. Jim has the ability to listen and communicate sophisticated concepts in a thoughtful, concise, and easily understood manner.
Jim attended the University of St. Thomas, after graduating from Anoka High School, and received an undergraduate degree in Economics and Business. He went on to obtain the CERTIFIED FINANCIAL PLANNER™ designation through postgraduate study in the fields of tax, investment, insurance, retirement, and estate planning. Jim understands how difficult it is for successful, busy people to achieve a satisfying balance between their personal and financial lives. He enjoys helping clients work towards their financial goals, which he hopes will ultimately help them achieve more balance in their lives.
Jim is married to Lisa and they have two grown children. Lauren lives in Nashville and works in the music business. Tommy attends Liberty University and spends his summers running www.rumriverguide.com. They also have a British Lab named Spirit. Jim enjoys the great outdoors, especially smallmouth bass fishing, pheasant hunting, hiking, kayaking and biking. He'll also try to sneak in a few rounds of golf each summer. Jim, Lisa and Spirit especially enjoy traveling the country in their RV. Three of their favorite travel destinations are the family cabin in Minong, Wisconsin, Full Circle Ranch in Cave Creek, Arizona, and Cabo San Lucas, Mexico.
Ted Erhart is responsible for managing the firm’s investment portfolios and leading ongoing research and implementation of the most technical aspects of retirement planning strategies.
Ted began his career in 2008 with Ameriprise Financial building client relationships and developing his financial planning skills. He joined Trott Brook Financial in 2010. Ted received his bachelor’s degree in Finance from Saint Cloud State University in 2007. In 2013, he obtained the Certified Financial Planner (CFP®) designation with studies in tax, insurance, investments, retirement planning and estate planning.
Ted’s interest in investing and personal finance started immediately following high school when he read the book “Learn to Earn” by legendary investor Peter Lynch. This book introduced him to the philosophy of Warren Buffett and his company Berkshire Hathaway. The idea of being smart with money via research, discipline and patience deeply resonated and nudged him toward a career in finance. Additionally, Ted cites Buffett’s example of not only being successful, but highly ethical, as a major influence on his life and career.
Ted and his wife Kelly reside in Nowthen on a 35 acre horse farm with their two children. Outside of the office, Ted enjoys working around the farm – including tractor work, maintaining equipment and cutting firewood. He also likes to read about a wide range of topics…particularly history, business, world affairs and psychology. As a lifelong outdoorsman, he’s passionate about conservation.
Nikki joined Trott Brook Financial in October of 2007. She plays an essential role in the smooth operation of our firm. Her responsibilities as Operations Manager include supporting our clients with the kind of personal, high-level service they have come to expect. Nikki assists the financial advisors in our office by preparing and updating client accounts prior to review appointments, performs any follow-ups necessary to meet our client’s needs, solving problems and serving as an invaluable resource to the entire firm. She brings a thoughtful and detailed mindset to her work, which is apparent in her commitment in providing exceptional customer service and advisor support.
Nikki and her husband George reside in Ramsey with their two children. Zach is a licensed insurance agent with State Farm and Brooklyn attends Elk River High School. Besides the love of watching high school sports, they also love going to concerts, exploring the outdoors, traveling to warm destinations, and visiting the Brainerd Lakes area.