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.