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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Jeremiah Beam, CPFA

Financial Advisor

503.352.0188

503.352.0185

jeremy.beam@lpl.com

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...

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Alisa Van Frank

Marketing/Client Service Rep.- Scheduling | Admin Asst. to Amy Treat

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 Assistant

503.352.0188

josy.ball@lpl.com