Ethan Mattson

I joined the Plan ONE Financial team in December 2023 as a Customer Service Associate. My role focuses on handling the administrative details that support our client meetings, allowing our advisors to concentrate on providing the best possible guidance to our clients.

While I'm relatively new to the team, I'm committed to learning every aspect of our operations and contributing to the exceptional service our clients have come to expect. I assist team members with various administrative tasks that help keep our client interactions running smoothly and efficiently.

Outside of work, I hold a private pilot's license and enjoy cycling. These hobbies reflect my appreciation for both precision and adventure, qualities that I bring to my work at Plan ONE Financial. Aviation requires attention to detail and careful planning, skills that translate well to supporting our financial planning processes.

I'm excited to be part of a team that genuinely cares about helping clients achieve their financial goals and look forward to growing my expertise in financial services while contributing to our mission of providing planning-first guidance.