President | Registered Principal
Partner | Chief Operating Officer
Amy Treat is the Partner and Chief Operating Officer of StoneRidge Wealth Management. Amy joined StoneRidge in February 2003.
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
Client Services Representative