Team

Van Mason, CFP®, CLU, MBA

President | Registered Principal

503.352.0188

van.mason@lpl.com

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

Partner | Chief Operating Officer

503.352.0188

amy.treat@lpl.com

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

Client Service Specialist

503.352.0188

alisa.vanfrank@lpl.com

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.

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Josy Ball

Client Transaction Specialist

503.352.0188

josy.ball@lpl.com

Jennifer Bigler

Receptionist | Admin Asst. to Amy Treat

503.352.0188

jennifer.bigler@lpl.com