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 : (203) 743-0131 ext. 20
Email : loury@matsonfinancialadvisors.com

I have resided in southern New Milford, CT for over twenty years with my husband, Phan, and our three daughters - Alyssa, Anna and Addison. Phan, is the Director of a metal shop located in New Milford. Our oldest daughter, Alyssa, is a CNA working at a rehabilitation facility in New Milford. Anna graduated from WCSU 2022 with Bachelor of Arts degree in Biology and is an histologist with a nationally known laboratory. Lastly, our youngest daughter, Addison, attends New Milford High School.

I come from a very large family and all six of my siblings reside in either Danbury or New Milford. We fled from Cambodia when I was young, and are blessed to have all gotten out and settle together in the U.S. With 19 nieces and nephews, and 6 great nieces and nephews, there’s always a birthday party gathering at someone’s house.

In my free time I enjoy camping and relaxing at the beach, especially at Hammonasett Beach in CT or Lake George in NY. I love to watch our girls play on the beach or swim in the ocean with their Dad.

I’ve been with Matson Financial Advisors, Inc. since 2002! I hope to provide a cheerful, professional, and welcoming impression of our office. I help with administrative support to the Financial Planning, Employee Benefits, and Wealth Management teams. I also assist in the coordination of annual client reviews, assist in maintaining the accuracy of the client database, prepare client investment summaries for client meetings, and continuously update client account information.

Deborah Cawley

Phone: (203) 743-0131 ext. 15
Email: debbie@matsonfinancialadvisors.com

I have been with Matson Financial Advisors for over 15 years as an Administrative Assistant responsible for a broad range of administrative and business support. I am continually processing an assortment of client requests, applications, and forms. I bring a passion for excellence and organization in my work and you can often find me multitasking all areas of client service, client follow-ups, and office administration.

I live with my husband Chris in New Milford, my daughter Samantha is married and lives in Shelton with her husband Christopher, their first born son Christopher Jr (born in September 2020) and the new baby Benjamin (born August 2022)! Samantha works as an Global Revenue Operations Manager for OpenTable and her husband is a Sales Rep for Indeed as well as a licensed real estate agent.

My husband Chris and I enjoy lots of different activities including boating, motorcycle riding, sightseeing via walkable streets in any city, or driving one of our muscle cars to explore roads and places we have not yet seen! Our newest adventure outweighs all others by far, we much prefer driving to Shelton to spoil our grandsons!!

Audrey Himebaugh - CFP® Photo

Audrey Himebaugh - CFP®

Phone : (203) 743-0131 ext. 17
Email : audrey@matsonfinancialadvisors.com

I enjoy spending time with my very active grandchildren. I am a member of the Jubilate hand bell choir at the Congregational Church of Brookfield and enjoy quilting, knitting, or working on needlepoint in front of the fire on cold winter evenings. I am a wannabe gardener who enjoys puttering in the flower beds and pruning bushes to keep things tidy. I live in Southbury with my husband, Bob, where we watch the golfers on the Heritage Country Club from our vantage point overlooking the 13th fairway. If you find yourself playing through one day, be sure to wave!

I specialize in the financial planning process for individual clients at Matson Financial Advisors, Inc. Utilizing state of the art technology, I can translate industry experience and provide planning clients a game plan for pursuing their financial goals. I am a CERTIFIED FINANCIAL PLANNER™ professional and specialize in assisting individual clients understand their financial planning priorities. I continue to broaden my 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.

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Marie Keefe

Phone: (203) 743-0131 ext. 1
Email: marie@matsonfinancialadvisors.com

I have two wonderful teenage daughters and enjoy spending time with them and my extended family, especially at the beach. I love to go to Cape Cod and North Carolina whenever I get the chance and I enjoy 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 from the Oak Island Pier.

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

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

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Kyle Matson

Phone: (203) 743-0131 ext. 21
Email: kyle@matsonfinancialadvisors.com

In my role, I handle client phone calls for account and paperwork related questions, assist with accessing online accounts, maintain our compliance information, help improve operational efficiencies, enhance technology utilization, and send out marketing communications.

I married my wife Darrell Ann in April 2022, we have a chocolate lab puppy named Koda, and he keeps us active and outdoors whether it's asking to go for a walk, throw the frisbee, or play with a ball. I graduated from Connecticut College in 2014 where I received a major in Psychology and Philosophy, learning to better understand why people think the way they think. After college I worked for 6 years at a pharmaceutical ad agency in New York City primarily focused in oncology. In my role, I enjoyed connecting with clients, partnering with my internal creative and compliance teams, and delivering effective marketing materials. In 2019, I wanted to work closer with clients and I had an appetite to learn something new. I was motivated to join Matson Financial Advisors to work side-by-side the professional staff, my Dad, and to work with and help the clients of the firm.

I love people. Whether it's playing golf, boating on Candlewood Lake, fishing, playing sports, competitive board games, or spending time floating around Lake Wallkill, NJ, if it's with friends and family it is where I want to be. I also enjoy traveling, my parents instilled in me a sense of curiosity for the world which makes me always up for an adventure. During the winters I try to go West to ski, and enjoy driving North to ski mountains on the east coast, but I'm also one who loves sitting by a fire while it's snowing out. That's why New England is my home, we get to experience the best part of every season.

Michael Matson Photo

Michael Matson

Phone : (203) 743-0131 ext. 11
Email : michael@matsonfinancialadvisors.com

Thank you for taking time to learn more about the caring, dedicated MFA team.

I have a simple focus – spend quality time with the important people in my life: my family, the firm’s staff, our firm’s client families, and my close friends. I extend my care and commitment volunteering within the Greater Danbury community where I have served as past chairman of the Board of Directors for the Regional YMCA of Western Connecticut, ten years as chairperson of the Retirement Benefit Advisory Committee for the Town of Brookfield, and volunteer youth soccer coach for eleven years. I actively participate in the life of the Congregational Church of Brookfield, serving in many leadership roles over the last 30 years.

Since 1996 I have lived in Brookfield, CT with my wife, Laurie. We raised our two children in town. Laurie has been an active community volunteer, most recently helping support a local pre-school sharing her Social/Emotional Parenting training skills. She enjoys spending time volunteering at church and exercising daily. She is skilled in wearing many hats! Our son Kyle graduated from Connecticut College and worked as an Account Executive at Harrison & Star in NYC for six years before joining the professional team at MFA in September 2020. It is wonderful to be learning and evolving side-by-side with Kyle as we serve the needs of our clients. Our daughter Kate studied Creative Writing and History at Franklin & Marshall College in Lancaster, PA and spent a year teaching and living in Madrid, Spain. In April 2022 Kate joined Cengage as an Account Executive responsible for business and sales development working with several Boston area colleges/universities. She is also a certified personal trainer and enjoys part-time coaching at Orangetheory Fitness studios in the greater Boston area.

I am a curious person. It's not uncommon for me to get distracted when an opportunity to learn something new or explore a topic more deeply arises. When possible, I learn by doing. Often times I learn by reading. Traveling regularly to investment conferences helps me better understand markets and financial trends. Pleasure travel to explore new landscapes and cultures broadens my perspective and forces me to question what I think I know. A learning appetite and travel helps me be my best self. Since age 50 I have climbed in the Cascade Mountain range to the 14,000-foot peak of Mount Rainier and summited the highest elevation in the Alps in Chamonix, France, climbing to the top of Mont Blanc. I have hiked the 53-mile loop down, across and back up the Grand Canyon (R2R2R). And this summer I plan to cycle from New York City to Niagara Falls, NY. When I am not exploring, look for me during the winter months on the ice at the Danbury and Ridgefield hockey rinks or on a challenging golf course or boating on Candlewood Lake with family and friends in the warmer weather. Living close to NYC, Laurie and I find excuses to catch a Broadway show and more importantly, a visit to Madison Square Garden to cheer on our 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. Advisory services also offered through Matson Financial Advisors, Inc. Cetera is under separate ownership from any other named entity.

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Susan Slater

Phone: (203) 743-0131 ext. 10
Email: sue@matsonfinancial.com

I enjoy many outlets for my passions. I am on the Brookfield Library Board of Trustees, the Brookfield Lions Club Board of Directors, and volunteer in my church Thrift Shop.

My husband, Les, and I are the proud parents of three boys, we are blessed with a wonderful daughter-in-law, and an adorable grandson, Miles. Alex and his family recently left Brooklyn to move closer, allowing us to spend a lot of time and dinners with them. Drew is teaching English at Somers High School in Somers, CT, and finishing up his master’s classes. Not taking any time off he will be jumping into his next degree in the Fall of 2023.

Les retired in 2022 after 36 years at Stew Leonard’s as VP in Norwalk. His extra time now is allowing us to travel a bit in 2023: Florida in April, Rhode Island in August, Maine in September, and Ireland in September.

I graduated from the University of Connecticut, as did my great-grandfather, three of my siblings, and two of my sons. I am a licensed insurance professional with 18 years of experience. I work with new and existing accounts (groups and individuals) to find appropriate medical and ancillary insurance coverage for them. I also publish the company newsletter, and work with Michael and Kyle to keep our compliance obligations up to date. I am also a Notary Public, please let me know if I can assist you with any notarization you may need.