Bringing You Experience and Empathy
At Touchpoint Financial Advisor Group, we believe competency, humility, and empathy are the three characteristics that make us outstanding financial advisors.
Perhaps the most important of these is empathy. We believe that being able to understand your feelings—and skillfully address those feelings—allows us to give you a greater sense of confidence to pursue your goals.
David Erwin
Senior Financial Advisor
John Pratti
Senior Financial Advisor
Reed Thompson
Senior Financial Advisor
Patrick Sheehan
Financial Advisor
Jillian Feehan
Client Service Director for Reed Thompson
Phyllis McGee
Operations Manager for John Pratti
Jennifer Rothwell
Client Service Manager for John Pratti
David Erwin, CFP®
Senior Financial Advisor
David is a senior financial advisor with Touchpoint Financial Advisor Group who began his financial advisory career in 1994 with IDS Financial Services. David is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) who holds his Series 7 and 63 securities registrations as well as his life, accident, and health insurance license. While David serves his clients in multiple capacities, his practice focuses on retirement transition and distribution planning.
David holds a bachelor’s degree in business administration/accounting and worked as an accountant for several years before transitioning to financial planning. David has earned numerous certifications and awards throughout his career including being named multiple times as a Boston Magazine Five Star Wealth Manager.
2013 Five Star Wealth Manager Award, created by Five Star Professional. Presented in January 2013 based on data gathered within 12 months preceding the issue date. 2,362 advisors were considered, 713 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
David lives in Reading, Massachusetts with his fiancé, Alison, and has two grown boys as well as three stepsons. In his spare time, he enjoys fishing, boating, the idea of golf, and coaching high school football.
Reed Thompson, CFP®, ChFC®, AIF®
Senior Financial Advisor
Reed is a financial advisor with Touchpoint Financial Advisor Group and an investment adviser representative with Commonwealth Financial Network®. He began his career in financial services in 1995 with IDS Financial Services. Reed holds the FINRA Series 7 and 63 securities registrations, he is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and has earned his ChFC® and AIF® certifications. His practice focuses on investment, retirement, and estate planning strategies.
Before his career in financial services, Reed worked in both public and corporate accounting. He holds a bachelor’s degree in economics from St. Lawrence University in Canton, New York.
Reed has two grown children and lives in Boston, Massachusetts. He is a former board member of the Winchester Chamber of Commerce and the North Suburban YMCA. Currently, Reed is a supporter of Inner-City Weightlifting (ICW) in Boston, Massachusetts. In his spare time, Reed is most happy in the outdoors, skiing in the winter, and backpacking in the summer.
John Pratti, CRC, CMFC
Senior Financial Advisor
After graduating from Worcester Polytechnic Institute with a bachelor’s degree in electrical engineering, John always had an interest in helping people in his chosen career. His engineering background was a perfect fit for the financial services industry allowing him to break down large problems and create solutions for clients. With more than 22 years of experience in financial planning, John strives to help his clients achieve their life goals while acknowledging each client has different goals and aspirations.
John primarily works with clients looking to retire and protect their assets, or folks that are already retired. Running the office as a “family office,” John and his team work best with folks that are looking to develop a long-term relationship through comprehensive financial planning.
John lives in Stoneham, Massachusetts, and spends his time away from the office with his two children, fitness, traveling, and golf.
Patrick Sheehan
Financial Advisor
Patrick is a financial advisor for Touchpoint Financial Advisor Group. At Touchpoint Financial, Patrick partners with individuals, families, and employers to understand and prioritize their goals and implement a strategy designed to help lead to successful financial results. Patrick holds Series 7 and 66 securities registrations. In addition, he holds his insurance licenses in life, accident, and health lines.
Before joining Touchpoint Financial, Patrick spent 16 years as an algebra and business teacher as well as coaching high school football. Through this background, Patrick has developed strong communication and interpersonal skills which transfer into his focus on listening and identifying clients’ needs and aligning a game plan to help them achieve their financial goals.
Patrick has a bachelor’s degree in business from Framingham State College and a master’s degree in mathematics from Western Governors University.
Patrick lives in Topsfield, Massachusetts with his wife, Brenna, and their two young children, Emilia and Theodore.
Jillian Feehan
Client Service Director for Reed Thompson
Jillian Feehan is a client service director with Touchpoint Financial Advisor Group through Commonwealth Financial Network®. Jillian began her career in finance in 2011 as an advisor administrative assistant at Ameriprise Financial and came to Touchpoint as director of client relations for Reed Thompson. She holds the FINRA Series 7 securities registration and it currently working toward her Series 66 resgistration.
Before her career in financial services, Jillian worked in education. Jillian holds a bachelor’s degree with a minor in psychology from Merrimack College in North Andover, MA.
Jillian lives with her husband and their daughter in Lynnfield, Massachusetts. In her spare time, Jillian enjoys entertaining at her home, cooking up new recipes, and spending time with close friends.
Phyllis McGee
Operations Manager for John Pratti
Phyllis handles the day-to-day operations of the Pratti team. Before working at Touchpoint, Phyllis had 20 years of experience as a personal assistant and executive assistant to partners in computer startups as well the financial industry. Phyllis strives to help clients implement their financial plan in the easiest fashion possible. Phyllis has been with the Pratti team for 15 years supporting the practice handling operations such as money movement, account opening, transactions, paperwork, and day-to-day activities. Phyllis enjoys spending her time outside the office with her friends and family including her husband, daughter, and beloved dog.
Jennifer Rothwell
Client Service Manager for John Pratti
Before joining Touchpoint, Jennifer spent 18 years with AT&T in a sales role among retail business. Jennifer handles all client communications, event marketing, technology assistance, and insurance services for the Pratti team. With more than 10 years of experience, Jennifer takes pride in knowing our clients lives deeply to provide the necessary support in accomplishing their goals. Her caring attitude provides our clients with the knowledge that they are well taken care of in times of need. She also ensures each client receives the services they deserve in a timely fashion. Jennifer lives in Middleton, Massachusetts with her husband and daughter, and loves to travel and spend time with family and friends.
Our Extended Team
Our affiliation with Commonwealth Financial Network® gives us access to teams of advanced planning consultants, investment research specialists, and retirement professionals to help us address your needs. Use the links below to learn more about our support teams.