Peter V. Disch, Jr.
Wealth Advisor & Portfolio Manager
Peter V. Disch, Jr., CFP® is the Founder and Managing Member of Great Point Wealth Advisors, LLC, an SEC Registered Investment Adviser in Boston.
Matthew D. Schroeder
Wealth Advisor & Director of Financial Planning
Matt 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.
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Brandon P. Parker
Wealth Advisor
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...
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Brad J. Kent
Director of Operations
Brad Kent, Director of Operations, 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.
Elizabeth Thomas
Director of Client Service
Elizabeth 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.