Team
Van Mason, CFP®, CLU, MBA
President | Registered Principal
Van Mason is a CERTIFIED FINANCIAL PLANNER™ professional, counseling individuals, professional practices, and small business owners as they transition towards retirement.
Jeremiah Beam, CPFA
Financial Advisor
503.352.0185
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...
Alisa Van Frank
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.
