Caring, Independent Investment & Insurance Advice

Matson Financial Advisors, Inc., entered the financial planning profession at a time when the world was first introduced to the ‘Got Milk’ ad campaign, consumers struggled to learn Windows NT and several years before Steve Jobs resumed his CEO role with Apple. This was a time when approaching wealth management in a fiduciary capacity was a rarity and offering comprehensive financial planning was unique.

While the financial world has evolved over the last 25 years, we remain a team of caring professionals focusing on all aspects of our client’s financial life including retirement, tax, insurance, estate planning and investments - all key components of a comprehensive plan. We rely on our ability to listen to our clients and our knowledge and experience to evolve in a rapidly growing industry to continue offering our clients the highest level of care as they navigate new and unforeseen territory.

We work with our clients through some of their most important milestones as well their most challenging. Our goal is to offer guidance by educating and providing necessary tools to help make decisions that best fit their needs.

The wonderful relationships that we have built with our existing clients has allowed us to establish a foundation working closely with new generations. We understand the methods of delivering advice expected from a younger generation of investors are different from the attention their parents may have received. We embrace technology as a way to build and enhance relationships. We will continue to adapt to the needs of our clients who have grown up with the ability to connect with almost anyone, anytime and from anywhere. Read More...

Our Team

Loury Bun Photo

Loury Bun

Phone : 2037430131 ext. 20
E-mail : loury@matsonfinancialadvisors.com

Loury resides in southern New Milford, CT with her husband Phan and -their three children-Alyssa, Anna and Addison. Phan, is the manager of a metal shop located in New Milford, CT. Their oldest daughter, Alyssa, is a CNA working at a rehabilitation facility in New Milford. Anna is a junior attending WCSU majoring in Biology, while their youngest daughter, Addison, attends 7th Grade at Schaghticoke Middle School.

Loury comes from a very big family and all 6 of her siblings reside in either Danbury or New Milford, CT. With 19 nieces and nephew and 2 great nieces, there’s always a birthday party gathering at someone’s house. But they will have to put a hold on the gatherings for now, till the pandemic is over.

Loury also enjoys camping, going to the beach and just relaxing while the girls play on the beach or swim in the ocean with their dad.

Loury has been with Matson Financial Advisors, Inc. since 2002! She is the first point of contact for clients and always provides a cheerful, professional, and welcoming impression of our office. She provides administrative support to the Financial Planning, Employee Benefits, and Wealth Management teams. She also assists in the coordination of annual client reviews, assists in maintaining the accuracy of the client database, prepares client investment summaries for client meetings, and continuously updates client account information.

Deborah Cawley

Phone: 2037430131 ext. 15
Email: debbie@matsonfinancialadvisors.com

Debbie has been with Matson Financial Advisors for over 13 years as an Administrative Assistant responsible for a broad range of administrative and business support. Debbie is continually busy processing an assortment of client applications, forms and processing approved requests. She brings a passion for excellence in her work and is an indispensable asset in multitasking all areas of client service, attentive follow-up and office administration.

Debbie, her husband Chris and their cat Storm live in New Milford. Daughter Samantha is married and lives in Shelton with her husband Christopher and their son Christopher Jr who was just born in September 2020! Samantha works as an Analyst for OpenTable and her husband is a Sales Rep for Indeed as well as a licensed real estate agent.

Debbie and Chris enjoy lots of different activities including boating, motorcycle riding, sightseeing the many walkable streets in any city as well as driving one of their muscle cars to explore roads and places they’ve never been! Their newest adventure outweighs all others by far which is driving to Shelton to spoil their new grandson!!

Ali Cutonilli - CFP®

Phone: 2037430131 ext. 18
E-mail: ali@matsonfinancialadvisors.com

Ali has been part of Matson Financial Advisors, Inc., team since 2016 with a focus on the firm’s financial planning and retirement plan clients. She works closely with local businesses, organizations, and their staff members as the main point of contact with respect to their company offered retirement plans. With a background in business and communication as well as her work as a CERTIFIED FINANCIAL PLANNER™ she is passionate about working directly with clients as they share their stories and work towards their goals, no matter what stage of their financial journeys.

She grew up in the small town of Millbrook, New York, graduating with only 90 classmates, all of whom she knew very well! She was a competitive gymnast and avid volleyball player for most of her childhood and throughout her high school years.

In 2012 she joined her Alma mater as the head volleyball coach for the junior varsity team for four seasons. At the conclusion of her seasons, she has assisted the varsity team alongside her former high school volleyball coach. The team’s winning record allowed them to participate in the 2013 and 2015 state championships.

With Ali’s two siblings, Ashley and Marc, and two nephews, Eli and Amaar, living nearby, spontaneous family dinners happen regularly. She also loves spending time outdoors, running, hiking, traveling, listening to music and spending time with her close friends…that she’s had since kindergarten!

Advisory services offered through Matson Financial Advisors, Inc, an SEC Registered Investment Advisor. Ali is an administrative assistant of Cetera Advisor Networks LLC, member FINRA/SIPC.

Audrey Himebaugh- CFP®

Phone : 2037430131 ext. 17
E-mail : audrey@matsonfinancialadvisors.com

Audrey enjoys spending time with her very active grandchildren – currently ages 8 and 10. She is a member of the Jubilate hand bell choir at the Congregational Church of Brookfield and enjoys quilting, knitting, or working on needlepoint in front of the fire on cold winter evenings. She is a wannabe gardener who enjoys puttering in the flower beds and pruning bushes to keep things tidy. Audrey lives in Southbury with her husband, Bob, where they watch over the golfers on the Heritage Country Club from their vantage point overlooking the 13th fairway. If you find yourself playing through one day, be sure to wave!

Audrey specializes in the financial planning process for individual clients at Matson Financial Advisors, Inc. Utilizing state of the art technology, Audrey is able to translate her industry experience and provide planning clients a game plan for pursuing their financial goals. She is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in assisting individual clients understand their financial planning priorities. She continues to broaden her knowledge of the financial planning industry in order to provide attentive service and advice to our clients.

Advisory services offered through Matson Financial Advisors, Inc, an SEC Registered Investment Advisor. Audrey is a Registered Administrative Assistant of Cetera Advisor Networks LLC, member FINRA/SIPC.

Marie Keefe

Phone: 2037430131 ext. 1
E-mail: marie@matsonfinancialadvisors.com

Marie has two wonderful daughters and enjoys spending time with them and her extended family, especially at the beach. She loves to go to Cape Cod whenever she gets the chance where she enjoys playing in the water and waves with her daughters, searching for seashells along the bay, biking or walking on the Cape Code Bike Path and watching sunsets.

Marie started working with the firm in 2008 in the Litchfield office and moved to the Danbury office in 2011. Prior to joining MFA, Marie worked as an advisor with Edward Jones for 2 years and spent 10 years with The Hartford. She works with firm advisors to provide unique, individualized portfolio strategies specific to each client's goals and objectives. She assists with the implementation of these strategies and works with team members to monitor economic trends, holdings in client portfolios and reallocation of client assets where necessary.

Marie is a non-producing Registered Representative through Cetera Advisor Networks LLC, member FINRA/SIPC.

Kyle Matson

Phone : 2037430131 ext. 21
E-mail : kyle@matsonfinancialadvisors.com

Kyle enjoys spending his time being active in all of the seasons that come with living in the Northeast. In summer he loves playing golf with family and friends, waterskiing on Candlewood Lake, and spending time floating around Lake Wallkill in New Jersey. Kyle has a passion for traveling. During the winters he ventures out West to ski as well as drives North to ski mountains on the east coast. Kyle loves traveling to places rich with history (recent trips to Paris, France; Madrid, Spain and Kinsale, Ireland) as well as places near a beach (Hawaii and Belize are two favorites).

Kyle graduated from Connecticut College and immediately began an internship opportunity working at a healthcare ad agency in New York City. He spent six years living and working in Manhattan in pharmaceutical advertising as an account manager. During his career in pharmaceutical advertising, Kyle maintained his connection with the Connecticut College career department and continued to guide Conn students through phone calls and shadowing programs to help them understand what opportunities were available post-college. As an account manager, Kyle enjoyed connecting with clients, partnering with his agency’s internal creative and compliance teams, and delivering effective, FDA-compliant, marketing materials. Over time he discovered a desire to develop deeper, more meaningful connections with the clients he served. Kyle had the rare benefit of observing his Dad enjoy going to work each day, passionately working with clients to plan their future. Kyle’s motivation to join MFA is to work side-by-side the professional staff and amazing clients of the firm as an impactful and caring resource.

Kyle’s current focus at the firm is helping improve operational efficiencies, enhanced technology utilization and compliance.

Michael Matson

Phone : 2037430131 ext. 11
E-mail : michael@matsonfinancialadvisors.com

Michael is dedicated to his family, the firm’s staff, client families and the community. Michael’s commitment to the Greater Danbury community is reflected in the local organizations he supports. These include his appointment as past chairman of the Board of Directors for the Regional YMCA of Western Connecticut and serving as chairperson of the Retirement Benefit Advisory Committee for the Town of Brookfield. Michael serves on various church committees and volunteered for 11 years as a youth soccer coach.

Michael lives in Brookfield, CT with his wife, Laurie. Laurie volunteers at a local pre-school where she shares her Social/Emotional Parenting training and enjoys spending time volunteering at church and exercising daily. Their son Kyle graduated from Connecticut College and worked as an account executive at Harrison & Star in NYC for 6 years before joining the professional team at MFA in September 2020. Kate studied creative writing, history at Franklin & Marshall College in Lancaster, Pennsylvania, and spent a year teaching and living in Madrid, Spain. She is a certified group fitness trainer and enjoys coaching at the local Orange Theory Fitness studio.

Michael traveled regularly (pre-COVID) to investment conferences and to explore new landscapes and cultures. In recent years he has climbed in the Cascade Mountain range to the 14,000-foot summit of Mount Rainier and summited the Alps in Chamonix France to the peak of Mont Blanc. He has also hiked the 53-mile loop with his hockey buddies down, across and back up the Grand Canyon (R2R2R). When not exploring he can be found on the ice at the Danbury and Ridgefield rinks during winter or golfing with family and friends in the warmer weather. Michael and Laurie enjoy living close to NYC where they find excuses to catch a Broadway show and more importantly, a visit to Madison Square Garden to cheer on the NY Rangers.

Michael Matson is a Registered Representative and Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisery services also offered through Matson Financial Advisors, Inc. Cetera is under separate ownership from any other named entity.

Susan Slater

Phone: 2037430131 ext. 10
E-mail: sue@matsonfinancial.com

Sue enjoys many outlets for her passions. She is a Selectman in the Town of Brookfield, volunteers in her church Thrift Shop, and participates in a book club.

Sue and her husband, Les, have three grown sons, a daughter-in-law, and a grandson, Miles. All of Sue’s family live within a two-hour drive so getting together often has still happened during COVID. Alex enjoys his job as a literary agent with Trident Media in Manhattan, Chris visits the eastern part of Connecticut in his job with Brescome Barton, and Drew is figuring out hybrid teaching for Somers High School while still coaching soccer and lacrosse. The family was able to get away on their 37^th annual vacation to Misquamicut Beach in Rhode Island in 2020, and look forward to an even larger crowd next year.

Sue graduated from the University of Connecticut, as did her great-grandfather, three of her siblings, and two of her sons. Sue is a licensed insurance professional with fifteen years of experience. Sue works with new and existing accounts (groups and individuals) to find appropriate medical and ancillary insurance coverage. She also publishes the company newsletter, works with Michael keeping compliance obligations up to date. Sue is a Notary Public.