Dan just completed his 30th year in the financial industry on Feb. 12, 2018. He’s so grateful for the number of relationships he’s made over three decades of helping people.
““I have spent most of my career focusing on creation and preservation of wealth. But in the last five years, I have switched my focus to protection of wealth. I have added additional specializations to the firm, such as estate and Medicaid planning as my clients have gotten older. It’s opened me up to another part of the business. It’s very rewarding helping people avoid losing assets to nursing homes or guiding clients through a Medicaid application process and knowing that I was able to protect their home and other assets from loss due to sickness or death. I have established great relationships with several outside estate planning firms who agree to meet our clients in our offices at Murphy Wealth Management Group. Having the meeting at our offices allows me to participate and provide comfort for all clients and, more importantly, an extra set of ears. I want to make sure assets are protected for spouses, children, and/or grandchildren in the future. It’s really a fun part of the business and I’m enjoying crafting solutions and educating clients about these important services. After three decades as a financial advisor, you think you know everything. This business is constantly changing, however, and there’s always something new to learn.
I’m so grateful to all the great clients that make up Murphy Wealth Management Group. But I’m also incredibly grateful for an awesome staff with more than 50 years’ experience between them all. They handle most of the day-to-day items that are so important and that allow me to concentrate on the most important part—you.
Personally, Sally and I are done raising our family. Many of you have been my clients since Sally and I just met or were recently married. Our four children are no longer babies. Tyler is 25 years old and works for one of the top insurance companies in the industry located in Nashville, Tennessee. Logan is 23 and works for one of the top mutual fund companies in San Antonio, Texas. Jack is in his third year at Bentley University outside Boston and is currently studying abroad in Australia for the semester (I know . . . poor Jack). Kate is 19 years old and just finished her second year at Franklin and Marshall University in Lancaster, Pennsylvania, and will be studying abroad in the fall in Spain. Jack and Kate still come home for summer breaks, but we know those days are fleeting as well. In the next year or two, they will all be out on their own (I know . . . so many of you have told me, don’t worry, they’ll be back). They’re all doing well. No marriages on the horizon right now, and we’re perfectly okay with that.
Sally and I have really enjoyed getting reacquainted. And we’ve got so much in common. We’ve accomplished many fitness goals, including half marathons, a full marathon in Washington in 2015, and two 50-mile races through the Preserve at Mohawk Mountain in 2017, spartan races, and mud runs. We really enjoy fitness and challenging ourselves, staying fit, and spending time with all our friends and family.
For those of you who know me best, you might have guessed that I am anal-retentive, so it should not surprise you to learn that I don’t like clutter or inorganization. Most people would be amazed at how clean my garage is. If it’s not winter, you could eat off my garage floor. I try and touch it once and make a decision with it. I think I am fitting in with the current generation. Today’s kids are turning out to be minimalists, and I certainly see myself going in that direction as well as I continue to need less and less and give away more and more.
Sally and I have been married for 26 years. Our dog, Sadie, who is nine years old, is really enjoying having her mommy and daddy all to herself. We’ve always told the kids that they better be nice to Sadie because she gets it all in the end.