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Jim Steffen is a Certified Financial Plannerâ„¢, as well as the CEO and Founder of Trott Brook Financial, a Registered Investment Advisory firm located in Anoka, MN.

Jim has degrees in Business and Economics from the University of St. Thomas and has been working in financial services for over three decades.

Jim is married to Lisa and they have two children, Lauren and Tommy. Jim enjoys spending time outdoors! Living on the Rum River in Ramsey he enjoys smallmouth bass fishing and frequently donates guided fishing trips to local non-profits. Jim and Lisa also enjoy spending time in Cave Creek, Arizona where they own and operate the Full Circle Ranch Bed & Breakfast.