Contact: EStone@wagnerlawgroup.com


The Wagner Law Group, A Professional Corporation, Boston, Massachusetts May, 2016
Senior Associate

Responsible for consulting with firm clients on a wide variety of issues, including statutory, regulatory, fiduciary, administrative and operational issues with respect to qualified retirement plans, tax-sheltered annuities, nonqualified deferred compensation, and welfare plans.

KPMG, LLP, Boston, Massachusetts 2015 – April, 2016
Manager, Global Mobility Services

Provided home and host country ERISA, employee benefits and tax compliance services triggered around KPMG’s clients’ mobile workforce, ranging from short-term business travelers to U.S. expatriates and foreign nationals.

The Wagner Law Group, A Professional Corporation, Boston, Massachusetts 2013 – 2015
Same as above.

Philips Electronics North America Corporation, Andover, Massachusetts 2011 – 2012
Contract Attorney

The Derby Company, Newton, Massachusetts 2009 - 2010
Contract Attorney

Law Firm of Ellen D. Stone, Natick, Massachusetts 2006 - 2009

Burke & Burke, Sherborn, Massachusetts 2004 - 2006

Bentley University, Waltham, Massachusetts 2001 – 2002
Adjunct Professor

Taught pension law course for the School of Continuing Education & Professional Studies.

Fresenius Medical Care, Lexington, Massachusetts 1997 - 2001
Assistant General Counsel

Watson Wyatt Worldwide, Wellesley, Massachusetts 1995 - 1997

Drafted qualified retirement plans, summary plan descriptions, cafeteria plans and VEBAs. Prepared QDRO manual for clients and determination letter filings.

Hutchins, Wheeler & Dittmar, Boston, Massachusetts 1993 - 1995

Advised clients regarding ERISA compliance matters and plan administration issues; drafted both qualified and nonqualified plans as well as cafeteria plans. Prepared client newsletters.

Reid & Reige, P.C., Hartford, Connecticut 1990 - 1992

Participated in providing tax advice to clients. Researched issues relating to qualified plans as well as individual and partnership taxation.

Dewey Ballantine, Los Angeles, California 1987 - 1989

Invited to join firm following summer associate position. Represented institutional lenders in commercial real estate transactions.


Sawin Trust, Town of Sherborn, Sherborn, Massachusetts 2010 to present
Trustee (elected position)

Manage investments and administer testamentary trust supporting enrichment programs for local school. Collaborate with community leaders to solicit fund requests and approve trust expenditures.

Town of Sherborn, Sherborn, Massachusetts 2004 - 2007
Personnel Board Member

Assisted with job descriptions for town employees, conducted salary and benefit surveys, formulated overtime and part time policies, responded to issues involving hours, salaries and pay equity.


Master of Laws, Taxation 1990
New York University School of Law, New York, New York

Juris Doctor 1983
Western New England School of Law, Springfield, Massachusetts

Bachelor of Arts • Mathematics 1979
Hamilton College, Clinton, New York 1979