Peter V. Disch, Jr.
Wealth Advisor & Portfolio Manager
Peter Disch, CFP® is the Founder and Managing Member of Great Point Wealth Advisors and works closely with his clients on asset allocation, tax management, estate planning and income generation.
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.
Read More...
Rebecca M. Hoeg
Director of Client Service
Rebecca Hoeg is the Director of Client Service and is responsible for ensuring new clients enjoy a smooth transition to Great Point’s wealth advisory services. She also coordinates scheduling, manages the office and provides administrative support to the team.
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.