I have resided in southern New Milford, CT for over 23 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, 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 a histologist with a nationally known laboratory.  Lastly, our youngest daughter, Addison, attends New Milford High School.

I’ve been with Matson Financial Advisors, Inc. for over 20 years!  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, maintaining the accuracy of the client database, prepare client investment summaries for client meetings, and continuously update client account information.

In my free time I enjoy gardening, camping and relaxing at the beach, especially at Hammonassett Beach in CT or Lake George in NY.  

Non-registered associate of Cetera Wealth Services, LLC, member FINRA/SIPC.  Cetera is under separate ownership from any other named entity.

I joined Matson Financial Advisors in 2007 as an Administrative Assistant.

Prior to Matson Financial I have been an administrative assistant for over 20+ years with my experience ranging from event planning to relocation services.  My strong work ethic and valuable skills help me manage the daily customer centric approach to my current workload at MFA.

During my time at Matson Financial Advisors, I work daily on client forms and applications as well as handling administrative requests from both clients and Michael Matson.  I have a necessary quality of multitasking while demonstrating integrity and professionalism with a high level of client service to all the moving parts of my job.

My husband Chris and I live in Southern New Milford and are empty nesters!  Our daughter Samantha is married and lives in Shelton with her husband and their three sons.  Chris and I have enjoyed tons of different activities together but nowadays our favorite pastime is spent spoiling our grandsons when we see them weekly!

Non-registered associate of Cetera Wealth Services, LLC, member FINRA/SIPC.  Cetera is under separate ownership from any other named entity.

I grew up in western Pennsylvania where I also met my husband.  After we got married, his sales job(s) moved us nearly every year for the first 12 years of our marriage until we landed in Connecticut.  We have loved living and raising our family in New England.  When our last child graduated from high school, I went through withdrawal as there were no more kids’ sporting events to attend!  I’m happy to report that we now enjoy spending time again on those familiar fields watching our grandchildren.  It is my favorite pastime.

I am fortunate to be a part of Matson Financial Advisors, Inc. and have had the privilege and pleasure of serving our clients for 25 years.  I specialize in the financial planning process for individual clients.  I am a CERTIFIED FINANCIAL PLANNER® professional with Matson Financial Advisors, Inc and specialize in assisting individual clients to understand their financial planning priorities and create a game plan for pursuing their financial goals.  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 Non-registered Associate with Cetera Wealth Services, LLC, member FINRA/SIPC.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

I have always been energized by opportunities to connect with people -- whether through community, adventure, sports, or meaningful conversations. The desire to connect started during my time at Connecticut College, as a member and Senior Captain of the Men’s Swim Team, and through my studies where I earned my Bachelor's degree in Psychology with a minor in Philosophy in 2014. After graduation, I moved to New York City and began a career at a pharmaceutical advertising agency. The fast-paced environment sharpened my communication skills and reinforced my desire to help people make sense of complex information.

In 2020, I brought that same drive and curiosity to Matson Financial Advisors, Inc. Now, as a CERTIFIED FINANCIAL PLANNER® professional and a Notary Public, I help individuals, families, and businesses build clear, actionable financial plans that align with their goals. I also oversee our compliance program, work to improve our tech and operational systems, and support clients in navigating their digital tools. Most importantly, I value the chance to build lasting relationships and walk alongside our clients through every stage of life.

Outside the office, I live in Wilton, CT with my wife Darrell Ann, our son Bodie (born December 2023), our daughter Piper (born December 2025), and Chocolate Lab, Koda. Life these days is full of toddler giggles, a bit of mayhem, some sleepless nights, and a healthy dose of chasing everyone around the house and the yard.

If there’s anything I can help with, just ask for Kyle! I’d love to connect.

Non-registered associate of Cetera Wealth Services, LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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 the advisors with unique, individualized strategies specific to each client's goals and objectives. I assist with the implementation of these strategies for our advisors and work with team members to monitor economic trends, holdings in client portfolios and reallocation of client assets on behalf of our advisors where necessary.

I am a non-producing Registered Administrative Assistant of Cetera Wealth Services, LLC, member FINRA/SIPC.

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

I spend quality time with the important people in my life: my family, the firm’s staff, our firm’s client families, and 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 where my wife Laurie and I raised our two children.  Laurie has been an active community volunteer, recently ‘retired’ from 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 with her most exciting hat to wear says “I love being a grandmother”! Our son Kyle graduated from Connecticut College and worked as an Account Executive in NYC for six years before joining the professional team here 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. He and his wife Darrell Ann live locally with their son Bodie who arrived in December 2023.  Our daughter Kate graduated from 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. 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 Chamonix, France, climbing to the top of Mont Blanc in the Alps. I have hiked the 53-mile loop down, across and back up the Grand Canyon (R2R2R). I’ve pedaled my bicycle from New York City to Niagara Falls, NY raising funds for cancer research. 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 ski slope.  During warmer weather I enjoy being on a golf course, cycling, or boating on Candlewood Lake with family. 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 an Investment Advisor Representative offering planning and advisory services through Matson Financial Advisors, Inc.  He is also a Registered Representative offering securities services through Cetera Wealth Services, LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

I joined the firm in July of 2024 and received the best welcome from the Matson team. I am originally from Brooklyn, New York where my parents migrated from the Dominican Republic. My husband, Tony, and I have been married for over 20 years and have lived in Brookfield for over 17 years with our two daughters. Our oldest daughter, Brianna, graduated from Eastern Connecticut State University in May 2025. She is hoping to work for the Department of Public Health to help identify high infectious risk areas and organize communication to the public. Our youngest daughter, Olivia, is attending Marist University and majoring in Political Science to prepare her for Law School. Our favorite daughter, Willow, is the most loved puppy in our home.

During my free time, I am an active member of the Brookfield community.I serve on several boards including The Library Board of Trustees, Chair of The New Library Board, and The Community Center Ad-Hoc Committee.My favorite pastime is spent visiting farms or going to the farmer markets; I love coming up with new recipes with locally grown produce and meats.

I am excited to be part of the Matson team and support our company’s vision for the clients and our employees.

Non-registered associate of Cetera Wealth Services, LLC, member FINRA/SIPC.  Cetera is under separate ownership from any other named entity.