Meet Your Team
“Empowering clients to take charge of their financial future.”
Howard Mattson is the President and Founder of Plan ONE Financial Group, a financial services firm built on a commitment to unbiased financial planning and peerless personal service.
Howard’s financial services career began in 1996 with a local securities firm. As the firm’s youngest advisor, he rose through the ranks to become partner and helped that organization become one of the leading offices in the nation for their broker-dealer.
In 2002, Howard left the partnership in search of other like-minded professionals who were willing to measure themselves by a unique standard – one based solely on the success of their client relationships.
From this search, a team of individuals willing to embrace this singular focus began coordinating their efforts. Three principles governed their client interactions:
O – OBJECTIVE advice driven by a detailed, personal
N – NEEDS ANALYSIS along with an
E – EXCEPTIONAL CUSTOMER SERVICE experience.
The name Plan ONE Financial Group was used in recognition of the team effort, core values and process that continues to be an important part of the company’s many lasting and successful client relationships.
Howard believes that being a great financial coach begins by having the heart of a teacher and continues with a willingness to learn. During his career, Howard has earned the designations, Chartered Retirement Planning Counsellor (CRPC) and Registered Financial Consultant (RFC). He holds Series 6, 7, 24, 26, 63 & 65 FINRA registrations and is a registered Investment Advisor Representative through OSAIC Wealth, Inc. Howard practices in several states and is also an independent life insurance professional.
Howard’s clients include:
- Entrepreneurs, Educators & Executives
- Accountants, Attorneys & Engineers
- Physicians, Public Servants & Professionals
- Retirees, Heirs & Millionaires
And many others…
Contact us today if the advice and service you’re receiving is not up to the Plan ONE Financial Group standard.
Howard enjoys playing guitar, tennis and time with his wife, Michelle. They currently live in Mullica Hill, NJ with their four youngest children and credit their faith for the success they've enjoyed in their marriage, family and personal lives.
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 career with an investment firm in Philadelphia, PA. There, he quickly became one of the top junior representatives and helped contribute to the rapid growth of the office.
Understanding that he wanted more flexibility with his practice, Nicholas left the Philadelphia office to join Plan ONE Financial Group. By forming this alliance, Nicholas had the opportunity to grow as a professional and build a practice focused on full service financial planning. In addition to developing and maintaining client relationships, Nicholas is also responsible for the compliance and supervision of the firm as an OSJ Branch Manager through Sagepoint Financial, Inc.
Nicholas is a CERTIFIED FINANCIAL PLANNER™ practitioner which requires ongoing continuing education and upholding the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards. He holds his Series 7, 6, 63, 65, 24, & 51 registrations and is an Investment Advisor Representative through OSAIC Wealth, Inc. Nicholas has these securities and insurance registrations in a variety of states.
Nicholas currently resides in Blackwood, NJ and enjoys spending free time with his wife and three children. His interests include Philadelphia sports teams, video & tabletop games, and playing the guitar.
Christine joined the Plan ONE Financial team in 2013 and feels the most rewarded through the connections she makes while working closely with our clients. As Director of Operations, she stresses that excellent service comes by truly understanding your client’s needs.
Being responsible for organizing and overseeing the daily operations of PLAN ONE FINANCIAL GROUP, Christine and her team manage our customer support processes with the sole focus of enhancing client satisfaction. She works to raise the bar and deliver a level of service that exceeds expectations. This dedication earned Christine a seat on the SagePoint Financial Administrative Board, serving as co-chair.
Christine graduated from Fairleigh Dickinson University magna cum laude with a Bachelor's degree in English. She holds her Series 7 and 66 FINRA registrations and is an Investment Advisory Representative through OSAIC Wealth, Inc.
Christine resides in Woodbury with her husband and three active children. In her spare time, she enjoys college basketball, literature and exercise.
Kelly Boylan is the Financial Planning Administrator at Plan ONE Financial Group. She is in charge of the data input, plan preparation and portfolio rebalancing functions of our financial planning process. Kelly also assists Christine Pierce in the firm’s administrative tasks. She joined the firm in 2019.
Kelly graduated from Montclair State University with a Bachelor’s degree in Business Administration and a concentration in Hospitality Management. She is passionate about being of service to others and making them feel their best.
Kelly holds her Series 7 & 66 FINRA registrations and is a Registered Representative through OSAIC Wealth, Inc. She is originally from Egg Harbor Township, NJ. If she isn’t in the office, Kelly is likely hiking, traveling or on a beach somewhere.
Ethan Mattson is a Customer Service Associate at Plan ONE. Ethan assists our team members by handling the administrative details behind our client meetings. Ethan joined our team in December 2023. Ethan has a private pilot's license and enjoys cycling.
Adrianna Crane is the smiling face that greets our clients and visitors at the Deptford, NJ location. She also coordinators our office schedule and manages the front desk. Adrianna joined our team in 2024.