Meet Our Team

Christine Pierce is responsible for organizing and overseeing the daily operations of PLAN ONE FINANCIAL GROUP. Christine and her team manage our customer support processes to enhance our client satisfaction. As Director of Operations,...

Howard began his career in 1996 with a local securities firm. There, he co-managed and trained a group of thirty representatives working in the surrounding area and states. At age twenty-six, he was offered and accepted a partnership...

Jason is a former college athlete and has a business degree from Towson University. He has 17 years of experience working in investments and financial planning. He currently has his Series 7, 65, and 63 registrations. Jason lives...

Kelly Boylan is an Executive Assistant and Director of First Impressions at Plan ONE Financial Group. She is the smiling face that greets our clients and visitors at the Deptford, NJ location. She also assists Christine Pierce in the...

Nicholas graduated from Rutgers University – Camden Honors College with a Bachelor’s degree in Mathematics and an Associate’s degree in Film Studies. After graduation, he pursued his interest in finance and began his...