Broker Check

Meet Our Team

Christine Pierce, BFA

Director of Operations

856-853-4222

856-853-4228

christine@planonefg.com

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,...

Read more

Erin Thomas

Client Coordinator

856-853-4222

856-853-4228

erin@planonefg.com

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.

Read more

Ethan Mattson

Customer Service Associate

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...
Read more

Howard Mattson, CRPC, RFC

President & Founder

hmattson@howardmattson.com

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...

Read more

Julia Marino

Client Service Associate

Julia Marino is a Client Service Associate at Plan ONE Financial Group. She is responsible for handling client account reviews and introductory calls with many of our new clients and referrals to the office.. She joined our team in...

Read more

Kelly Boylan

Planning Administrator

856-853-4222

856-853-4228

kelly@planonefg.com

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...

Read more

Nicholas Fresolone, CFP

Vice-President & CCO

856-853-4222

856-853-4228

nick@planonefg.com

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...

Read more