The people who work at Touchpoint Financial Advisor Group not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease.
David Erwin is a personal financial advisor with the CFP® certification. Michele Dickeson, our office manager and assistant, has been with us for 12 years and has become the backbone of our operations. Reed Thompson, CFP®, along with Bill Prue both hold series 7 and series 63 registrations and have been working as dedicated Financial Planners for over 30 years. And, now with the addition of John Pratti, along with his assistant’s Phyllis Gee and Jennifer Rothwell, the group is rich in experience and expertise.
David Erwin
Senior Financial Advisor
David is an Investment Adviser Representative of Commonwealth Financial Network®. David was named a Boston 2013 FIVE STAR Wealth Manager by Boston Magazine*. In addition to being a CFP® practitioner, David has also completed training and coursework towards the Certified Fund Specialist in 1999 and Chartered Retirement Planning Counselor designations in 2002**.
In David's spare time, he likes to fish with his sons, Matt and Tim. In addition, David spends time as a head coach in Reading's Pop Warner football program.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,362 Boston wealth managers were considered for the award; 713 (31 percent of candidates) were named 2013 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
**The Certified Fund Specialist and Chartered Retirement Planning Counselor designations are registered trademarks of the Institute of Business Finance and the College for Financial Planning respectively. Only these entites can confer these designations to an individual upon successful completion of the required exams.
Bill Prue
Investment Adviser Representative
Bill graduated from Bentley College in 1991 with a degree in finance. He is now an Investment Adviser Representative of Commonwealth Financial Network. He specializes in Estate and Retirement Planning, Investments & Risk Management along with Education Planning. Bill’s administrative assistant, Colleen, who is also his wife, was previously employed at United Airlines in Customer Service and Operations at Boston’s Logan Airport. She brings a strong and focused dedication to client service. In their spare time, both Bill and Colleen enjoy vacationing in Florida, golf and tennis.
Reed P Thompson
Senior Financial Advisor
Reed P. Thompson is a senior financial advisor with Touchpoint Financial Advisor Group and an Investment Adviser Representative with Commonwealth Financial Network®. Reed has more than 18 years of experience in the financial services industry and holds the Series 7 and 63 registrations as well as the ChFC® and CFP® certifications. Reed has been a member of the Financial Planning Association (FPA) for the past 14 years. His specialties include investment, retirement, and estate planning.
Prior to joining the group, Reed was managing director at his previous financial services firm. Earlier in his career, Reed worked in both public and corporate accounting departments. Reed is a graduate of Brooks School in North Andover, Massachusetts, and St. Lawrence University in Canton, New York.
Reed is married with two children and resides in Winchester, MA.
In his spare time, Reed can be found attending his children’s sporting events, swimming with the Woburn masters swim club, skiing and flying as a private pilot.
John Pratti
Senior Financial Advisor
I help provide financial solutions in the following areas:
• Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Helping you manage your assets before and during retirement.
• Tax Advantage Products - Looking for ways to reduce your current and future tax burden.
• Estate planning - Preserving your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
• Risk management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
• Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.
• Investments - Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.
• Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.
Fixed insurance products and services offered through CES Insurance Agency or Touchpoint Financial Advisor Group.