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

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Daniel E. Murphy, AIF®

New Bern

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Joseph Matza, CFP®, CFS®

Raleigh

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Elevia Hearne

Associate Advisor - New Bern

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Paul W. Eyre

Financial Advisor - New Bern

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Jay Barish, CFP®, JD, MBA

Financial Advisor - Raleigh

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James Frevola

Raleigh

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Linda Clark

Client Services Manager - Raleigh

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Sara Coble

Client Services Manager - New Bern


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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 unique 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 and 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 more than 20 years and they have three children: Danny, a student at Liberty University, Parker, a high school senior, and daughter, Rheagan, a high school sophomore. 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 and 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 daughter or Ashley riding around town on his orange Ural Motorcycle. It is a replica WWII motorcycle with a sidecar, so it’s hard to miss!

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Dan is proud to have been recognized as a President’s Club advisor for 2021—a distinction based on annual production that places him among the top 13 percent of advisors affiliated with Commonwealth Financial Network®.

Each year, Commonwealth, the firm we partner with to help us better serve you, 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.

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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 2021—a distinction based on annual production that places him among the top 20 percent of advisors affiliated with Commonwealth Financial Network®.

Each year, Commonwealth, the firm we partner with to help us better serve you, 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.

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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

Paul W. Eyre

Financial Advisor

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Paul was born in Boston, Massachusetts. Growing up in a military family, he spent several years in Europe and Asia before eventually settling in Long Beach, California, where he spent his teenage years. Paul attended Kent State University and subsequently went to work in the construction industry as an upper-level manager. Paul managed major projects from coast to coast, eventually ending up in North Carolina in 1992.

In 1998, Paul joined American Express Financial Advisors, which later became Ameriprise Financial. It was there that he met Dan Murphy and Joe Matza.

Calm and cool is a good way to describe Paul. With more than 24 years of experience as a financial advisor, Paul has worked with and guided his clients through some of the most extreme ups and downs the financial markets have ever seen.

Paul and his wife, Vicki, live in New Bern, North Carolina. They have been married since 1990. They have two daughters, Megan and Nicole. Paul's passion and love for professional and collegiate sports have no boundaries as he is an avid USC Trojans football, St. Louis Rams, and Boston Red Sox fan.

Paul and his family attend Brice's Creek Bible Church, where Paul is the chairman of elders and Vicki is involved with youth ministries and the annual Christmas nativity drive-thru. Paul is also the president of Business Watch in New Bern, working with local police and sheriff departments, and is involved with groups preparing high school students for college by helping them understand financial concepts and finance. Paul is also involved with Habitat for Humanity and working with Relgious Community Services (RCS). In their free time, Paul and his family enjoy boating and spending time on the beach.

A fun fact about Paul is that while skiing in Austria on his honeymoon, Paul missed a turn at high speed.  From his wife’s point of view, he appeared to ski right off the mountain and she thought she had very quickly become a widow!  Luckily there was more mountain over the edge and Paul was able to avoid harm, climb back to safety, and enjoy continued skiing and many more years of marriage!

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Raleigh Office

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Jay Barish, CFP®, JD, MBA

Financial Advisor

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Jay was born and raised in a suburb of Denver, Colorado. His undergraduate degree is from the University of Chicago, and his JD and MBA are from the University of Colorado, Boulder. He is a former attorney who also consulted on systems design and business process engineering. Jay brings a lawyer's orientation and a practical outlook to his clients' financial pursuits and has been through booms, busts, and recoveries as an advisor.

Acting on a 20-year-long interest in personal financial planning, he joined American Express Financial Advisors, which later became Ameriprise Financial.  He’s a CERTIFIED FINANCIAL PLANNER™ professional and believes the outstanding resources of Commonwealth Financial Network® allow him to provide his clients with deep holistic financial planning to help them achieve their life's goals.

Jay and his wife, Jody, have been married for over 26 years.  Their four kids -- Peyton, Jordan, Mason, and Keaton – are all quickly becoming adults. Through the kids, their rooting interests currently include NC State, UNC Chapel Hill, UNC Charlotte, and Duke. Jay has coached kids' soccer and basketball and is the starter for their summer swim team. He was an avid basketball player until his knees said, "no more," but he is still a fitness weightlifter and an aspiring novice bowler, and he and Jody love hiking and stand-up paddleboarding. He's a voracious reader of both classic and modern literature, loves films, and enjoys a huge variety of music. Jay has been a volunteer at several iterations of the Financial Planning Simulation for Green Hope High School seniors.

A fun fact about Jay is that he has sung the National Anthem at two Durham Bulls games (along with "O Canada" both times), a Carolina Mudcats game, and two Cary City Invitational swim meets. 

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Raleigh Office

James Frevola

Financial Assistant

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James was born and raised in Staten Island, New York, and is a graduate of the United States Naval Academy. Upon graduation, James accepted a commission with a designation as a Naval Flight Officer. After completing flight training, he flew as a mission commander in the E-2 Hawkeye, the U.S. Navy’s premier Airborne Command and Control platform.

After seven years of naval service James is excited to begin this new phase of his professional life! While James enjoyed his time in the Navy, he has had an interest in financial planning and investments for some time and he sees the financial services profession as a way to fulfill his goals of serving others while providing for his family.

James and his wife Dana have been married since 2018 and have a two-year old daughter, Isabella. They recently moved to the Raleigh area from Norfolk, VA where James was very involved with his church as a member of the Knights of Columbus. He and Dana are looking forward to settling into a new parish and participating in various ministry groups. In their spare time, James and Dana enjoy cooking and trying new cuisines and look forward to becoming active participants in the local community and exploring all the Triangle has to offer!

A fun fact about James is that while on a high school French class trip to Morocco he spent a week camping in the Sahara Desert with a Berber tribe!

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Raleigh Office

Linda Clark

Client Services Manager

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Linda was born in Brooklyn, New York, and raised in nearby Ramsey, New Jersey. She is a graduate of Bucknell University with a degree in international relations/Russian. After graduating, she moved to Los Angeles, where she worked for many years as an Applications Engineer for Berthold, a German typesetting equipment company.

Linda moved to Raleigh, North Carolina, with her husband, Don, in 1981. Together, they ran a successful graphics business for many years while raising their three children. After the children had grown, Linda transitioned to the securities industry as an administrative assistant with American Express Financial Advisors, which led her to begin working with Joe and Dan in 2000 as the Client Service Manager for the Raleigh office. She has been delighting her advisors and our clients ever since.

Linda and Don now live in Cary, North Carolina, and have three children. Their son, Matthew, a graduate of the U.S. Naval Academy, is a Commander in the U.S. Navy. He and his wife, Alla, and their son, Leo, live in Pensacola, Florida. Their second son, Tony, a graduate of East Carolina University, lives in Apex, North Carolina and is a Vice President for System Soft Technologies. Their daughter, Dana, graduated UNC Wilmington and East Virginia Medical School and is a Physician’s Assistant. She and her husband, James, and daughter, Isabella, live in Cary, North Carolina.

Linda enjoys reading, needlework, and visiting with friends and family. She and Don (now retired) enjoy their trips to see the grandkids! She is active with her Pi Beta Phi sorority alumni club. She and Don have been married for more than 40 years, and they are members of the St. Andrew the Apostle Church parish in Apex, North Carolina.

A fun fact about Linda is that she is a tremendous singer. In her younger days she was part of a three-week Singing Ambassador trip to Romania sponsored by Reader’s Digest. Many of her friends expected her to end up singing on Broadway, but that will have to be a retirement goal for her!

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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!

Our Extended Team

Our affiliation with Commonwealth Financial Network® offers us access to seasoned teams of research specialists and advanced planning professionals to help better serve your needs. Use the buttons below to learn more about our support teams.