FIRM STAFF
Loury Bun Loury is a Receptionist for Matson Financial Advisors, Inc. In this role she is responsible for greeting clients, operating the switchboard and facilitating the flow of mail through the office. Loury provides a cheerful, professional and efficient impression of our office to our clients and the public. Click here to send Loury an email. Deborah Cawley Debbie is an Administrative Assistant responsible for a broad range of administrative support. She oversees that all paperwork is processed timely and accurately, establishes and updates investment and insurance information in the client database, verifies the accuracy of security transactions and assists in the preparation of client investment summaries. Since joining Matson Financial, Debbie has become an indispensable asset in improving all areas of client service and office administration. Click here to send Debbie an email. Christine Goodsell Christine assists our existing and new corporate clients develop cost-effective benefit plans and utilizes technology to improve client service. As a licensed insurance professional, with over twelve years of insurance industry experience, Christine is your caring resource for group medical, life, disability income, long term care, dental and retirement plan solutions. Her goal is to use her previous experience working for a managed care organization (HMO), developing relationships in the provider community, managing a sales office and working in the Human Resources area to bring thoughtful, proven strategies to solve your company's benefit needs. Click here to send Christine an email. Audrey Himebaugh- CFP® Audrey specializes in the financial planning process for individual clients at Matson Financial Advisors. Utilizing state of the art technology, Audrey is able to translate her industry experience and provide planning clients a game plan for achieving their financial goals. She is a CERTIFIED FINANCIAL PLANNER™ professional, holds her general securities representative license and assists individual clients in the areas of securities and financial planning. 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 representative of Walnut Street Securities, Inc. Click here to send Audrey an email. Marie Keefe Marie, formerly the Administrative Assistant for David Wilson, has relocated to the Danbury office. She is uniquely qualified to provide personal service to our clients having been a former Representative of Edward Jones with 14 years of financial services industry experience. She graduated in 1996 with a degree in Financial Management from Grove City College. She handles the accurate and timely completion of paperwork, security transactions, client correspondence and record keeping. She is a knowledgeable portfolio management resource and key contributor in helping to define and refine the firm investment strategies. Marie is a registered representative of Walnut Street Securities, Inc. Click here to send Marie an email. Wayne L. Locke- CFP® As a CERTIFIED FINANCIAL PLANNER™ professional serving the local community since 1987, Wayne has a broad range of experience in the financial services industry. He is responsible for developing and managing both individual and corporate client relationships. His concentration is investment counseling and financial planning specializing in qualified retirement plans. Wayne offers financial planning through Matson Financial Advisors, Inc. and securities as a Registered Representative and Investment Advisor Representative of Walnut Street Securities, Inc.* Click here to send Wayne an email. Click here to be directed to Wayne Locke's Website. Michael Matson Michael Matson is President of Matson Financial Advisors, Inc. In this role, Michael is responsible for overall management and supervision of the firm's professional staff. He is also directly involved with both corporate and individual client relationships. Michael, with input from other staff members, develops and implements client service initiatives, investment allocation recommendations and technology enhancements. His goal is to maintain a caring, advisory relationship with the firm's individual and corporate clients. Michael began his career as an investment advisor representative in 1985. He established Matson Financial Advisors, Inc. in January 1994 to ensure that his clients' needs would be put ahead of corporate agendas. He maintains his securities licenses along with several insurance licenses. He is a Registered Representative of Walnut Street Securities, Inc. The firm, Matson Financial Advisors, Inc. is also a SEC Registered Investment Advisor. Click here to send Michael an email. Beverly Ryan Bev is an Administrative Assistant primarily supporting Wayne Locke and is responsible for a broad range of administrative support. She oversees that processing of paperwork timely and accurately, establishes and updates investment and insurance information in the client database, verifies the accuracy of security transactions and assists in the preparation for client meetings. Since joining Matson Financial, Bev has stepped in to many roles to continue improving client service and office administration. Click here to send Bev an email. Susan Slater As a licensed insurance professional, Sue works closely with Christine Goodsell to offer prompt resolution for the firms corporate clients and helps grow our corporate benefits business. She is a reliable insurance resource for our clients. Sue also establishes and updates individual and corporate client investment and insurance information in database, verifies the accuracy of security transactions and assists in the preparation of client investment summaries. Sue is ready to provide her expertise as a Notary Public for clients of the firm. Click here to send Sue an email. David Wilson David joins Matson Financial Advisors as the manager of the Litchfield office. As a financial advisor since 1979, David is well qualified to speak to his clients about retirement planning, Section 529 college funding, business buy/sell planning, and church endowments.
David studied Business Administration at Northwestern Connecticut Community College. Among his professional affiliations are memberships in the National Association of Insurance and Financial Advisors, Financial Planners Association and Society of Financial Services Professionals. He has also received several prestigious honors and awards, including annual National Quality Awards and Million Dollar Round Table membership. David is a Registered Representative of Walnut Street Securities, Inc. Click here to send David an email. *Matson Financial Advisors, Inc. and Walnut Street Securities, Inc. are unaffiliated entities.
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