Personalized guidance tailored just for you.
Tom has dedicated over 40 years to building and maintaining rich client relationships. We believe his network thinks “trustworthy, steadfast and sincere” when they think of Tom. He joined the financial services industry in 2007, bringing diverse business experience and perspective that enhances his advisory practice and strengthens the investment firm. He shares the firm’s passion to partner with clients in identifying and pursuing life goals. It’s rewarding when Tom is asked for advice by his clients that is not investment related; in that seat, he’s a full-service resource. Tom is an active member of the Chattanooga community, with CBMC-Chattanooga as one of his favorite organizations and boards. Tom received a Bachelor in Business Administration and Marketing from The University of Tennessee – Chattanooga. He’s a SmartVestor Pro, a Kingdom Advisor, a Money Map coach and holds the Series 65 investment license. He and his wife, Del, have three children and four grandchildren and reside in Signal Mountain, TN. On his off hours, he’s doing whatever the grandchildren ask him to do.
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.
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.
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.
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.
Disclosure
Advisory Services are offered through Stone Bridge Asset Management, LLC, an investment advisor in the State of Tennessee. Asset allocation / diversification does not guarantee investment returns and does not eliminate the risk of loss. There can be no assurance that the firm’s quantitative research model will achieve its objective or that the methodology employed by a portfolio strategy will eliminate exposure to downward trends and/or volatility in the markets or provide immediate exposure to upward trends and/or volatility in the markets. Investments are subject to risk, and Stone Bridge Asset Management’s investment strategies may lose money. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. Fixed-income securities involve interest rate, credit, inflation, and reinvestment risks; and possible loss of principal. As interest rates rise, the value of fixed-income securities falls. International investing involves certain risks not usually associated with domestic investing, including currency fluctuation, economic and political volatility, foreign taxation and differences in financial standards.