President | Registered Principal
Van Mason is a CERTIFIED FINANCIAL PLANNER™ professional, counseling individuals, professional practices, and small business owners as they transition towards retirement.
Partner | Chief Operating Officer
Amy Treat is the Partner and Chief Operating Officer of StoneRidge Wealth Management. Amy joined StoneRidge in February 2003.
Jeremy comes to StoneRidge Wealth Management with a passion for building client relationships and financial advocacy. With a focus on building plans and strategies in the best interests of each individual, Jeremy uses his diverse...
Marketing/Client Service Rep.- Scheduling | Admin Asst. to Amy Treat
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.
Client Transaction Assistant
Client Onboarding Assistant