Peter V. Disch, CFP^®

Peter V. Disch, Jr., CFP® is the managing member of Disch & Associates, LLC, a privately held wealth advisory firm in Boston.  Recognizing the demand for unbiased and objective advice, Peter designed a firm that focuses solely on building and managing the net worth of each client.

Prior to founding Disch & Associates in 2008, Peter spent 6 years at a national financial planning firm where he designed integrated solutions for a broad base of clients. He now works closely with entrepreneurs, executives and professionals, providing counsel on wealth management and preservation, asset allocation and risk strategies.

Peter earned a Bachelor of Science degree in Finance from Boston College’s Carroll School of Management. He is a Certified Financial Planner™ Practitioner, a member of the National Association of Personal Financial Advisors and the Boston Estate Planning Council.

Outside of work, Peter is an avid golfer and skier and serves on the Corporate Council for the American Cancer Society's Hope Lodge, located in Boston. He resides on the South Shore of Boston with his wife, Nicollette, and their daughters, Lucy and Reilly.

Peter can be reached at (617) 585-0050 extension 101 or peter@dischandassociates.com

Andi McNamara, CFP^®

Andi McNamara, CFP® manages the financial planning process at Disch & Associates, LLC.  Her areas of expertise include statistical modeling, insurance and asset allocation.

Prior to joining Disch & Associates, Andi held positions at Putnam Investments, American International Group and Garnet Group.  In those roles, Andi provided financial advice and investment management to high-net-worth individuals and families.

Andi holds a Bachelor of Arts Degree in Political Science along with a Certificate in Financial Planning from Boston University.  She lives in Norwood, Massachusetts with her husband and three children.

Andi can be reached at (617) 585-0050 extension 102 or andi@dischandassociates.com

 

Sylvia Leung, CFP^®

Sylvia Leung, CFP® manages many key client service, reporting, and data management responsibilities at Disch & Associates, LLC.  She has an extensive professional background in tax and investments, having worked as a financial planner and investment analyst for BDO Seidman, Delessert Financial Services and Garnet Group.

Sylvia earned a Bachelor of Science in Business Administration as well as a Certificate in Financial Planning from Boston University.  She has also held the Certified Financial Planner designation since 1991.

Sylvia is involved in numerous community service and volunteer projects.  Currently, she is the chair of the investment committee for her church in Boston.

Sylvia can be reached at (617) 585-0050 extension 103 or sylvia@dischandassociates.com