Dan ChrzanowskiRegional Business Consultant
800-347-3539 x 2
Territories: New Jersey, New York, Ohio, Pennsylvania
Years in industry: 29
Education: B.A. in Economics from Northeastern University, Boston, MA; Merrill Lynch University Program for advanced financial studies from the Johnson School of Management at Cornell University
Dan has been in the financial services industry for over 25 years. He started his career with EF Hutton as an advisor in Boston, MA. After nine years as an advisor, he transitioned to wholesaling as a Regional VP with Colonial Funds. In addition to Colonial Funds, he has also been a wholesaler for State Street Research and Pacific Life.
Dan is a past board member of the FPA of WNY and the Cystic Fibrosis Foundation of Buffalo. Recently, he was inducted into the Maryvale HS Athletic Hall of Fame.
Dan resides in Buffalo, NY, with his two sons, Matthew and Jack, and enjoys coaching their athletic teams along with fishing and golfing.
DEDICATED INTERNAL SALES TEAM
Provide advisors with document assistance, identify portfolio options for advisors and their clients, and offer regular webinars and seminars to help advisors build their practices
Internal Business Consultant248-642-6640 Ext. 185
Kevin has been part of the Flexible Plan team since 2017.
Contact Kevin to schedule a meeting with Dan.
Director Broker Administration248-642-6640 Ext. 135
Luanne has been part of the Flexible Plan team since 1993.
Contact Luanne for answers on investment platforms and their required paperwork for new client accounts.
Manager Client Services248-642-6640 Ext. 131
Laurie has been part of the Flexible Plan team since 1993.
Contact Laurie if you have service or billing questions about your existing client accounts.