Wealth management and financial planning; for individuals and businesses.

Our Team

Marcia Cammack

CPA

Partner, Senior Financial Advisor

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Thomas Furlong

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Partner, Senior Financial Advisor

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Frank Hill

CFP®

Partner, Senior Financial Advisor, Advanced Planning Specialist

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John G. Kallis

JD / MBA

Partner, Senior Financial Advisor

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Nathan McNulty

CFP® / MBA

Financial Planner

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Beth Roché

CFP®

Financial Advisor

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Megan Williams

EMBA

Chief Operating Officer

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Judy Boston

Operations Manager

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Lisa Hiatt

Client First Team

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MarEva McGraw

Client First Team

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Tracy Jesse

Client First Team

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Trent Cunningham

Associate Financial Advisor

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Erin T. Fontana - Attorney at Law

Erin T. Fontana is an empathetic and experienced Attorney at Law whose passion lies in helping individuals and families navigate the complexities of planning for the future. With a background in Business and Bankruptcy Restructuring, Erin discovered her true calling in guiding clients through life's tough legal discussions. Her commitment to client well-being is evident in her belief that she is always just a call away for any question or concern. Erin's dedication extends beyond her legal expertise, as she actively participates in community organizations. With seven years of experience at Warren & Fontana, LLC, Erin's journey reflects her swift ascent to partner status, showcasing her comprehensive and personalized approach to legal services. Erin Fontana is not just an attorney; she is a trusted advocate and resource for those seeking guidance in securing a thoughtful and secure future for their loved ones.

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Professional Development

Education

Graduated magna cum laude from Washington and Lee University with a dual degree in Economics and Romance Languages. Earned her Juris Doctorate from Boston College Law School, graduating summa cum laude while acting as a Senior Editor of the Boston College Law Review.

Experience

Erin has practiced estate planning, probate administration, long-term care planning and residential real estate for the past 7 years. She clerked for the Honorable Peter J. Walsh Chief Judge of the United States Bankruptcy Court for the District of Delaware. And was an Associate in the Bankruptcy and Business Restructuring Group of Ropes & Gray, LLP.

Community

Erin is an active participant in the Medfield Community and has spent numerous years serving on the Executive Boards of the New ‘N Towne Club of Medfield, Inc., the Ralph Wheelock and Dale Street School PTOs, and the Medfield Coalition for Pubic Education.

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