Our Team

Ted Erhart is responsible for directing the firm’s investment portfolios and ongoing research. He is also involved in the development and presentation of financial planning advice.

Ted joined Trott Brook Financial in 2010. Prior to Trott Brook, Ted spent two years at Ameriprise Financial building client relationships and developing his financial planning skills. 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 started immediately following high school when he read the book “One Up On Wall Street” by legendary investor Peter Lynch. This book introduced him to the philosophy of Warren Buffett and his company Berkshire Hathaway. 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 hunter and outdoorsman, he’s passionate about conservation. 

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 While she is no longer active with the daily operations of the firm, she is intimately involved with our client events.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.