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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.

Our Team

Loury Bun Photo
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Loury Bun

Phone : 2037430131 ext. 200
E-mail : loury@matsonfinancialadvisors.com

Loury resides in Southern New Milford Connecticut with her husband Phan and their three children Alyssa, Anna and Addison. Her husband Phan, is the manager of a metal shop located in New Milford, CT which is great because it’s only five minutes from their home. Their oldest daughter, Alyssa received her CNA certification from Naugatuck Community College in August 2018. Anna graduated from New is attending The University of Connecticut, Majoring in Mathematics and Education while their youngest daughter Addison attends 5th Grade at Sarah Noble Intermediate School. She is in Chorus, plays the violin in her school band and loves performance arts.

Loury comes from a very big family and all 6 of her siblings reside in either Danbury or New Milford, Connecticut. With 19 nieces and nephews there’s always a birthday party gathering at someone’s house.

She also enjoyed camping and 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! As receptionist, 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 all client meetings, and continuously updates client accounts and validates client electronic transaction data.

Deborah Cawley Photo
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Deborah Cawley

Phone: 2037430131 ext. 215
Email: debbie@matsonfinancialadvisors.com

Debbie lives in Southern New Milford with her husband Chris and their cat Storm.  Deb’s husband Chris works as a Property Manager for Candlewood East Marina in Brookfield CT.  Their daughter Samantha is married and currently lives in Stamford CT with her husband Christopher.  The Cawley and Alberto family members all love traveling and are constantly planning their next big adventure together.

Debbie and Chris are forever on the go!  You can usually find them at a charity car show to show off Chris’s most recent car purchases or volunteering for JDRF which is an organization that is very near and dear to their hearts. They enjoy boating, motorcycle riding, and driving their replica 1965 Shelby Cobra to explore roads and places they’ve never been!  Also, Chris is a licensed driver in NHRA drag racing, they are always running to an NHRA drag racing series event.  

Debbie has been with Matson Financial Advisors, Inc. for 12 years as an Administrative Assistant responsible for a broad range of administrative and business support. She prepares client paperwork, maintains client records for our back office, processes the  list of client RMDs for the Danbury and Litchfield offices, maintains the meeting minutes for our weekly staff meeting as well as processes an assortment of client requests when they call or email. Debbie brings a passion for excellence in her work and is an indispensable asset in all areas of client service, follow up and office administration.

Ali Cutonilli - CFP® Photo
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Ali Cutonilli - CFP®

Phone: 2037430131 ext. 218
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. With a background in business and communication and her work as a CERTIFIED FINANCIAL PLANNER™ she is passionate about working directly with clients as they share their stories and navigate towards 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. 

Audrey Himebaugh- CFP® Photo
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Audrey Himebaugh- CFP®

Phone : 2037430131 ext. 217
E-mail : audrey@matsonfinancialadvisors.com

Audrey enjoys spending time with her very active grandchildren – currently ages 6 and 8.  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.

Audrey is a Registered Administrative Assistant of Cetera Advisor Networks LLC, member FINRA/SIPC.

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Marie Keefe

Phone: 2037430131 ext. 213
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 Matson Financial Advisors, Inc., in 2008 in the Litchfield office and moved to the Danbury office in 2011. Prior to her arrival, Marie worked as an advisor with Edward Jones for 2 years and spent 10 years with The Hartford. She provides unique, individualized portfolio strategies specific to each client's goals and objectives. She assists with the implementation of these plan and works with team members to monitor economic trends, holdings in clients portfolios and reallocation of client assets where necessary. By tracking emerging economic trends and staying up to date with investment options she is able to work with clients to develop a comprehensive financial strategy.

She continues to be the first point of contact for clients of the Litchfield office in addition to her responsibilities in the Danbury office.  Marie is  a non-producing Registered Representative through Cetera Advisor Networks LLC, member FINRA/SIPC.

Wayne L. Locke- CFP® Photo
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Wayne L. Locke- CFP®

Phone : 2037430131 ext. 216
E-mail : wayne@matsonfinancialadvisors.com

As a CERTIFIED FINANCIAL PLANNER professional serving families in the community for over 25 years, Wayne has a broad range of experience working with affluent families through the life cycle of wealth accumulation, preservation, and distribution. The concentration of his work is centered around identifying and analyzing challenges that affluent families face then developing specific strategies to mitigate taxes, protect and build assets, and final distribution.

Wayne is a native of CT and resides in New Milford with his wife Yvonne. He is a terrible golfer…but it’s an excuse to go to Arizona in the cold weather. Other activities include water skiing, hiking, and fitness.

Wayne Locke 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.

Click here to be directed to Wayne Locke's Website.

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Michael Matson

Phone : 2037430131 ext. 211
E-mail : michael@matsonfinancialadvisors.com

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 his service as chairperson of the Retirement Benefit Advisory Committee for the Town of Brookfield. Michael serves on various church committees with the Congregational Church of Brookfield. He also volunteered for 11 years as a youth soccer coach.

Michael lives in Brookfield with his wife, Laurie.  Laurie volunteers at a local pre-school and church among other volunteer work. Kyle graduated from Connecticut College and works as an account executive at Harrison & Star in New York City. Kate studied creative writing, history and Spanish at Franklin & Marshall College in Lancaster, Pennsylvania, and is currently teaching and living in Madrid Spain.

Michael travels regularly to investment conferences and to visit Kate and Kyle. Visiting with Kyle gives the family an excuse to catch a Broadway show and more importantly, a visit to Madison Square Garden to cheer on the NY Rangers.  In recent years he has climbed in the Cascade Mountain range to the summit of Mount Rainier and to the Alps in Charmonix France to summit Mont Blanc. He has also hiked 53 mile loop with friends down, across and back up the Grand Canyon.

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.

Beverly Ryan Photo
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Beverly Ryan

Phone : 2037430131 ext. 212
E-mail : bev@matsonfinancialadvisors.com

Beverly and her family reside in New Milford.  Her hobbies include Quilting and Sewing, which she hopes to have more time for soon! Bev’s, husband, Bill, is a corporate pilot and maintains a busy schedule.  One recent trip was a two day trip to Switzerland with no time to pick up chocolate!  Their three boys, Matthew, Patrick, and Christopher, are now in their junior year at college! Time flies…  Patrick received a two –year Marine ROTC scholarship at Norwich University in Vermont and will graduate with a degree in Civil Engineering. He plans to pursue Flight School with in the Marine Corp.  Chris is studying Communications and continues to play Varsity Football as Middle Linebacker. Matthew is pursuing internships at local businesses through Bryant University in Rhode Island. He is enrolled in their Business program, majoring in Finance.

Fall continues to be the busiest for Beverly and Bill! Following the Norwich Football Team around New England and beyond has been a blast. Traveling and tailgating from St. Lawrence to Catholic U in DC keeps them on the move! Senior Year and one more season to go, hoping for a winner!

Beverly is in an administrative role at Matson Financial AdvisorsInc.,  Bev’s hours have recently expanded, however she is still working with us part time. Beverly's main focus continues in support of Wayne Locke's client base, including account paperwork, database updates, client correspondence, and transaction verification. She also supports the office staff by answering phones and greeting clients.

Susan Slater Photo
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Susan Slater

Phone: 2037430131 ext 210
E-mail: sue@matsonfinancial.com

Sue enjoys many outlets for her passions.  She is a Selectman in the town of Brookfield, created and works in her church Thrift Shop, crafts items for her church annual Yankee Fair, and participates in a book club.

Sue and her husband, Les, have three grown sons, a daughter-in-law, and a very new grandson! Miles Buckley Thompson-Slater was born mid-December and shares his home with his mom and dad in Brooklyn, New York.  Dad, Alex, is one of Sue’s twins and is employed as a literary agent with Trident Media. Mom, Susie, is an Associate Curator at the Guggenheim.  Sue’s other twin, Chris, works for Star Distributors and is their Craft Beer Sales Rep for the eastern half of Connecticut.  Andrew enjoys living in Enfield while teaching English, coaching the Men’s Lacrosse team, and coaching the Men’s JV Soccer team at Somers High School. The entire family enjoys their annual vacation to Misquamicut Beach in Rhode Island.

Sue graduated from the University of Connecticut, as did her great-grandfather, three of her siblings, and two of her sons.  Sue has been a licensed insurance professional with thirteen 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 on maintaining compliance regularity, and is a Notary Public.

David Wilson Photo
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David Wilson

Phone: 8605673124
E-mail: david@matsonfinancialadvisors.com

David has always been involved in his community having served on many non-profit boards in Northwest Connecticut over the 40 years of his practice. Next to his focus on family and clients David now serves as State Representative in the 66th District in the Connecticut House.

In the community he has served in financial capacities on the boards of Child and Family Services NW, NW United Way, Litchfield Volunteer Ambulance, Oliver Wolcott Library, Goshen Players, VNA NW and Litchfield-Morris Rotary.

David & his wife Lynne have been very involved in their church, Center Congregational Church in Torrington, where David has been a Boy Scout Leader of Troop #3, Chaired the Board of Trustees, been the church Moderator and Chaired the Stewardship Committee.

In addition to all their community activities David & Lynne enjoy yard work and gardening. They especially enjoy being involved with their five children and 8 grandchildren who bring them great joy.

In season they enjoy hopping on their Harley Davidson Electra Glide Classic and joining friends for long rides to explore our wonderful country. Nice days make the choice between a ride or golf at their Club a difficult decision!

David Wilson 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.