Team
Van Mason is a CERTIFIED FINANCIAL PLANNER™ professional, counseling individuals, professional practices, and small business owners as they transition towards retirement.
Amy Treat is the Partner and Chief Operating Officer of StoneRidge Wealth Management. Amy joined StoneRidge in February 2003.
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.
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...
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...
