Our Team

Seasoned Advice

The only way to make truly informed financial decisions is to have everything organized, so you see the big picture of your entire financial world. That’s a lot of information and a lot of pieces that need to be managed. Our team has the knowledge and skills to coordinate all the pieces of your financial picture.


Our Team

Daniel E. Murphy, AIF®

New Bern



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Joseph Matza, CFP®, CFS®

Raleigh

James Frevola

Financial Advisor - Raleigh


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Elevia Hearne

Associate Advisor - New Bern

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Sara Coble

Client Services Manager - New Bern

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Ashleigh Franks

Client Service Administrator - Raleigh

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Jessica Pierce

Client Service – New Bern

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In Memorium

Paul Wayne Eyre

August 16, 1952 – July 7, 2025


New Bern Office

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Daniel E. Murphy, AIF®

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Dan was born in Baltimore and raised in Laurel, Maryland, and is a graduate of Auburn University. After graduation, Dan joined the sales force of Service Corp International, working with them in Mobile, Alabama, and Raleigh, North Carolina. In 1997, Dan joined American Express Financial Advisors, which is where he met his business partner, Joe Matza. Dan and Joe left American Express in 2009 to form Murphy Matza Wealth Management.


Dan has more than 25 years of experience as a financial advisor. This long tenure gives Dan a distinct perspective on the financial markets that only time and experience can provide. He holds the Accredited Investment Fiduciary® certification, which signifies specialized knowledge of fiduciary responsibility, particularly as it applies to 401(k) and other retirement plans.


Dan and his wife, Ashley, live in New Bern, North Carolina. They have been married for 23 years and they have three children: Danny, a sophomore at Liberty University; Parker, a freshman at Liberty University; and daughter Rheagan, a high school junior. Dan also enjoys (and Ashley puts up with his love for) Auburn football. Dan and Ashley enjoy their date nights and spending time traveling as a family or enjoying their second home in Atlantic Beach.


Dan is a commissioner for the town of Trent Woods and chairman of the board for The Epiphany School of Global Studies. He is a board member of the Fireman’s Local Relief Fund for the West of New Bern Volunteer Fire Department. He is a past board member of Big Brothers Big Sisters, serving on the finance committee, and was a youth leader of Garber United Methodist Church for many years. Currently, much of Dan and Ashley's free time is spent doing family activities, where their photography hobby has shifted to many pictures of the kids! They are members of Garber United Methodist Church.


You may see Dan and his dog Dave riding around town on his orange Ural Motorcycle. It is a replica World War II motorcycle with a sidecar, so it’s hard to miss!



2025 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2025 based on data gathered from June 2023 to June 2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3cyp2d47

 

Dan is proud to have been recognized as a President’s Club advisor for 2023—a distinction based on annual production that places him among the top 11 percent of advisors affiliated with Commonwealth Financial Network.

 

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes President’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President’s Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.



Joseph D. Matza

Raleigh Office

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Joseph D. Matza, CFP®, CFS®

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Joe was born and raised in Philadelphia, Pennsylvania, and is a graduate of the U.S. Naval Academy.  Upon graduation, Joe served for five years as an officer in the U.S. Marine Corps.  Following his time in the service, Joe spent eight years working in mid- and senior-level management positions with two different Fortune 500 companies: American Express and Dun & Bradstreet.


In 1997, Joe joined American Express Financial Advisors which is where he met his business partner, Dan Murphy. Joe and Dan left American Express in 2009 to form Murphy Matza Wealth Management.


As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Fund Specialist® with more than 25 years of experience as a financial advisor, Joe won't say that he's seen it all, but he knows he's seen some of the best and worst times that the markets can send his way. He believes those experiences have taught him invaluable lessons that make him a better advisor today than he has ever been.


Joe and his wife, Mary, have been married for more than 35 years.  They live in Cary, North Carolina and have a second home at Emerald Isle, North Carolina.  Joe and Mary enjoy traveling, hiking, reading, watching Carolina Hurricanes hockey, and spending time at the beach with family and friends!  Joe is also a part-time employee of the NHL as an off-ice official, so you just might see him at the PNC Arena in the penalty box or running the game clock.  Joe and Mary attend Holy Name of Jesus Cathedral in Raleigh. He and Mary are also active in several of the programs that minister to the homeless of the Raleigh area.


A fun fact about Joe is that while he and Mary do not have any pets of their own, they are frequently “adopted” by their neighbor’s cats who spend time hanging out with them in their home.


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Joe is proud to have been recognized as a Summit Club advisor for 2023—a distinction based on annual production that places him among the top 18 percent of advisors affiliated with Commonwealth Financial Network.


Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Raleigh Office

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James Frevola

Financial Advisor


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Born and raised in Staten Island, New York, James is a graduate of the United States Naval Academy. Following his commissioning, he served as a Naval Flight Officer in the E-2 Hawkeye, the U.S. Navy’s carrier-based Airborne Command and Control platform.


After completing his active-duty service, James began the next chapter of his career with Murphy Matza Wealth Management. His desire to continue serving others—combined with a long-standing interest in financial planning and investments—made the transition into wealth management a natural fit.


James is currently pursuing his CERTIFIED FINANCIAL PLANNER® designation as he works in support of his clients and community with exceptional dedication and care.


James and his wife, Dana, have been married since 2018 and live in Cary, North Carolina with their children, Isabella and Matteo, and their dog, Pearl. The family attends St. Michael the Archangel Church in Cary, where they volunteer with several ministry groups.


In their spare time, James and Dana enjoy attending concerts and cheering on the Carolina Hurricanes.


A fun fact about James is that he loves to cook and is always eager to try new recipes and cuisines! 

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New Bern Office

Elevia Hearne

Associate Advisor


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Elevia joined the team in 2005 and is a fully registered securities representative. Her prior experience included working with BB&T in its Investment department and with the New Bern Chamber of Commerce as the Membership Director before joining us as the New Bern Client Service Manager, a role she held for 16 years.


Due to Elevia’s exceptional communication and customer service skills and the fact that she had her securities registrations, she made the transition to the role of Associate Financial Advisor in 2021. With Dan as her mentor and guide, we have no doubt Elevia will be an even greater asset to our clients and our firm as she continues to learn and grow in her new role!


Elevia is a native of North Carolina, growing up in the eastern part of the state. Always ready to lend a hand, she has served as an officer for the nonprofit boards of Big Brothers Big Sisters, Tryon Civitan, and, most recently, Coastal Women’s Shelter. She and her husband, Jimmy, live in New Bern and are very active with their church family at Cherry Point Church of Christ. When they get some free time, they enjoy catching fish and shrimp and sharing them with friends and family.


A fun fact about Elevia is that she is an entertainer by nature, and loves to make groups of people laugh and have a good time, and she will not turn down an opportunity to sing!

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New Bern Office

Sara Coble

Client Services Manager


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Sara is a native North Carolinian and was raised in Fayetteville, North Carolina.  She graduated from The University of North Carolina at Pembroke with a bachelor’s degree in sociology.  After graduating, she worked for the federal government as a budget analyst for the Department of the Navy.  Sara transitioned to work as a legal assistant at a law firm and assisted in the administration of trusts and estates.  Sara also worked as the administrative assistant and registrar for The Epiphany School of Global Studies.


Sara met her husband, Chris, while working as a budget analyst in the Pentagon and following their marriage, they moved around the country during his service as a Marine Corps officer.  They welcomed a daughter, Madelyn, during this time and enjoyed many duty stations in North Carolina, South Carolina, Virginia, Arizona, and Iowa.  Upon Chris’ retirement from the service, they decided to officially make the New Bern area home and are happy to be settled in eastern North Carolina.


Spending time with her family are the highlights of Sara’s weekends!  Her daughter, Madelyn, is a student at UNC Chapel Hill. Sara is an avid reader and also enjoys running and cooking in her free time.

Sara is excited to be part of the team and looks forward to assisting our clients.  Her goal is to be an advocate for our clients and provide superior customer service.


A fun fact about Sara is that she enjoys running and has run five half marathons, including one with her daughter! No matter the pace, she hopes to continue running and enjoying the sunshine for many years to come!

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Raleigh Office

Ashleigh Franks

Client Service Administrator - Raleigh


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A North Carolina native, Ashleigh was raised in Bunn and now calls Clayton home. Since beginning her career in Wealth Management in 2007, she has built extensive experience as a Client Services Administrator, focusing on delivering outstanding client support and helping create a positive client experience.


When she's not assisting clients, you'll likely find Ashleigh at a baseball field supporting her son, Kellan, who plays both high school and travel baseball. She also enjoys crafting, home decorating, movie nights, board games, and spending quality time with her family and her two dogs, Miles and Stella.

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New Bern Office

Jessica Pierce

Client Service – New Bern


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Raised on a family farm in Northwest Iowa, Jessica was taught the value of a strong work ethic early on.  Driven by a passion for helping others, she earned a degree in Human Services and launched her career in Seattle’s human service sector.  Following a military move to North Carolina in 2011, she continued her education by studying Business Law at Western Carolina University.


Outside her professional life, Jessica stays active training for marathons, playing tennis and golf, and spending time with her children. She is a familiar face in the New Bern community, volunteering her time with Special Needs Baseball and supporting charitable initiatives for UNC Children’s Hospital and the CarolinaEast Foundation.


Jessica brings years of expertise in operations management and client relations experience to the Murphy Matza Wealth Management team.  She is eager to expand her expertise within the financial industry while ensuring clients always receive top-tier service, personalized service.

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In Memorium

Paul Wayne Eyre

August 16, 1952 – July 7, 2025


Paul Eyre, age 72, passed into Jesus’ peace and rest on July 7, 2025, surrounded by his wife and daughter. A mover and doer at heart, Paul’s life was full of adventure and service. His journey began in “Southy” (South Boston, MA) with his Italian relatives, who strongly influenced his lifelong love for cooking and eating great pasta. He then traveled the globe, with stops in Germany, Japan, and many U.S. states- including California where he met Vicki, before settling in North Carolina. He loved mountain ranges, outdoor sports, travel, USC Trojans college football, the Boston Red Sox, and his grand dog Zeus. As a three-time cancer survivor, Paul was especially proud to have received a cancer-free diagnosis just weeks before his passing — a victory that brought him great joy.


Paul was one of the founding members of what is today, Murphy Matza Wealth Management. He moved from Raleigh to New Bern in 2005 and faithfully served his clients up until his passing.


As good an advisor and businessman as he was, Paul was an even better man. He was a devout Christian, loving husband, caring father, and devoted friend to so many.


We are all better people for having known him!

Our Extended Team

Let’s Put All Your Pieces Together

Unlocking your potential isn’t entirely about wealth. It’s about achieving your dreams. Contact us and see how we help you pursue your goals.

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