Broker Check
  • Contact Info:
  • 8625 SW Cascade Avenue, Suite 240
  • Beaverton, OR 97008
  • 503.352.0188

Team

 
Van Mason is a CERTIFIED FINANCIAL PLANNER™ professional, counseling individuals, professional practices, and small business owners as they transition towards retirement.

Read more

Amy Treat

Partner | Chief Operating Officer

503.352.0188

Amy Treat is the Partner and Chief Operating Officer of StoneRidge Wealth Management. Amy joined StoneRidge in February 2003.

Read more

Christian D'Urso is a Chartered Retirement Planning Counselor™ dedicated to helping families preserve and grow their wealth.

Read more

Alisa Van Frank joined StoneRidge in October 2010 as the Administrative Assistant to Amy Treat. She brings many years of Accounting and Client Services to the group.

Read more

Astrid Hodgson joined StoneRidge in January 2016 as the Client Transaction Associate. She brings many years of financial service and customer service experience to the group. Outside the office, Astrid has been involved with youth...

Read more

Heather Durow joined StoneRidge in February 2016 as a Client Transaction Assistant to Amy Treat. She has a Bachelor of Science in Economics from Oregon State University. Her background includes management, processing disability...

Read more

Jennelle Phillips

Receptionist | Admin Asst. to Amy Treat

503.352.0188