Wealth Advisor & Portfolio Manager
Wealth Advisor & Director of Financial Planning
Matthew D. Schroeder, CFP® is a Wealth Advisor and the Director of Financial Planning at Great Point Wealth Advisors. Matt works with motivated clients to define, develop, and preserve their financial confidence and personal prosperity.
Brandon P. Parker, CFP® is a Wealth Advisor at Great Point Wealth Advisors with a focus on guiding new and existing clients through the firm’s holistic financial planning process. In addition, he works with small business retirement plans, providing education and advice to employees. He works out of the Boston and Danvers offices...
Director of Operations
Brad J. Kent is responsible for providing internal systems and process solutions. He also acts as a liaison between the clients of Great Point Wealth Advisors and the many institutions utilized to deliver investment management and financial planning services.
Director of Client Service
Elizabeth N. Thomas brings nearly 20 years of client services experience, focused in wealth management, to the role as Director of Client Service for Great Point Wealth Advisors. She is a graduate of Endicott College with a Bachelor of Science degree in Business Administration. In addition to her professional expertise, Elizabeth is also known for her personal qualities that make her a valuable asset to the firm's clients.
Director of Compliance
Lydia D. Moore serves as the Director of Compliance and oversees the compliance program to ensure Great Point is complying with all laws, policies and procedures while navigating the evolving regulatory and cybersecurity landscape. As the Founder of LDM Advisory Services, Lydia has ten years of experience working in Broker-Dealer and Registered Investment Advisory Firms as both a financial planner and a compliance specialist.