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...
Client Transaction Specialist
Client Onboarding Assistant