Dan Brogren

Senior Consultant

How I help . . .

Through our teamwork, I help people define their goals and gain peace of mind that may not have been achievable otherwise. By collaborating closely, we develop practical, well-considered strategies that provide clarity, confidence and long-term security.

MEET DAN

"After more than 40 years in retirement, gift and estate planning, I get to focus on what I enjoy most: mentoring younger trust officers and welcoming new friends and clients."

Q&A with Dan

What does above+beyond mean to you?

Living out the Golden Rule - treat clients like family and always acting with care, respect and integrity.

Do you have any specialized skills outside of work?

Landscaping (primarily by following my wife’s expert direction). It’s taught me patience, teamwork and attention to detail.

What is your favorite restaurant and why?

The Berghoff of Chicago. They have a great atmosphere and outstanding German food.

What type of books do you read?

Primarily historical works, including the American Revolution, Civil War and World Wars, along with American biographies and international strategic history, especially British “who-done-its.”

What are you most proud of and why?

My children and grandchildren. They are my greatest joy and my motivation for everything I do.