Stonebridge Partners HR

Stonebridge Partners is a small business built to serve small businesses. Our focus is simple — provide smarter, fairer solutions for benefits, staffing, and payroll, while keeping people and relationships at the center of everything we do. We understand the challenges owners face because we face them too — and that’s exactly why we care a little more, respond a little faster, and always put integrity before profit.

Co-Founder

Audience & Income

Member

Elite PEO LLC

Directed Elite PEO to 3 consecutive years of over $50M ARR, with yearly increases of 12%+.

Planned, directed and oversaw Elite PEO's operational policies, rules, initiatives, and goals. I helped the organization execute long-term and short-term plans and directives by implementing judgement, vision, management, and leadership.

I helped the company executives to manage all clients in New School ways utilizing a work ethic infused by Old School principles.

Chief Operating Officer

1P410 Sports Ventures, LLC

1P410 Sports was a fully integrated sports services company committed to structuring a balanced athletic plan for all. Within the 5500 square foot training facility, we provided personal and group fitness training, sports psychology, sports therapy, massage therapy, acupuncture, and a golf performance center. We utilized technology to help all members attain their goals.

Investor/Board Member

Invesco US

Managed over $80B (topping at $100B) in assets across multiple short-term fixed income sectors and currencies including Prime funds (US Dollar), Canadian, Tax-Exempt, US Dollar Offshore, US Gov't & US Treasury funds. Assets Under Management across Invesco topped $700B.
Authored weekly economic commentaries, presented data analysis on various market segments and provided strategic plan for ongoing portfolio management implementation.
Developed strong rapport with broker/dealer community and maintained attuned ear to market news and movement.
Interacted and collaborated with many internal departments to effectively manage, negotiate and excel through extreme periods of market volatility.

2002-2005 Invesco Fixed Income Internal Wholesaler

1999-2001 Senior Portfolio Assistant

Portfolio Manager

The Briarwood School

Taught Economics, World History, and World Geography to a dynamic group of high school students.  Briarwood is a unique environment with kids who need a more focused and targeted setting in which to learn and thrive.

Teacher

CEO Stonebridge Partners. Simple guidance for complex humans.

After two decades in big and small business — managing billions, scaling startups, and chasing someone else’s definition of success — I realized what was missing: purpose.

In 2019, I co-founded Stonebridge Partners to do things differently. We help small businesses cut through the noise of overpriced benefits, complex payroll systems, and the staffing chaos that never seems to end.

Our mission is simple:
Build real partnerships. Craft smarter solutions. Keep business human.

Because at Stonebridge, we believe small businesses deserve big-league support — without the big-business nonsense.

I share what we’re learning (and unlearning) here on LinkedIn — join me, and let’s build something better together.

I am only a DM away. And you are inching closer to better services from someone who knows and understands the challenges of small business.

Tom Gerhardt

The Optimized Office

Full-service organizational development consultation and services for small to medium business owners.

Most common key deliverables offered to clients have included:

✔️ HR: Recruiting and onboarding program, KPI's, bonus plans, staff planning, recruiting services. 

✔️ Training and development: 1x1 coaching and team workshops for communication, team building, supervisory skills, meeting improvement, and organizational skills. 

✔️ Finance: Planning and comprehensive implementation to maximize existing revenue streams.

✔️ Office processes & organization: Office processes for A/R, A/P, customer intake, and workflows.

Organizational Development Consultant

Preppio: Remote Employee Onboarding

Advisory Services

1st Gen Entrepreneurs

Founding Member

The Coconut Traveler

Sustainable Business Consultant

Markee Valuations, LLC

Limited duration engagement. Primary key deliverable: Organizational development to support business growth and staff expansion. Project workflow development and staff planning, recruiting, and onboarding. Secondary contributions: Finance Analyst responsibilities.

Organizational Development / Finance Analyst

Archdiocese of Portland in Oregon

Managed all administrative aspects of a clergy personnel office. Restructured and improved numerous processes for annual events, reports, meetings, and personnel transitions. Comprehensive department improvement plan, project management guide for implementation of the plan, training guide, and detailed plan for onboarding future staff.

Office Administrator/ Organizational Development

Audigy

The purpose of this role was to coach audiology practice owners using strategic business platforms while perpetuating growth in their business operations.

Operations Manager

YESCO

While retaining the responsibilities of my previously listed position, I managed a service/selling branch of 30+ employees. Transitioned this branch office to a new location and restructured the staffing model to maximize efficiency and exceed profitability objectives. Strategic planning and analysis included opening 3 satellite branch locations.

Branch Manager/ Assistant Division Manager - Finance

Division finance/credit manager duties and oversight of four branch offices including a team of five office staff. Reorganized duties to increase efficiency and productivity after a necessary labor reduction equaling a loss of 100 labor hours a week.

Business Office Manager/ Assistant Division Manager - Finance

Executive Assistant

In a world of endless options, I help clarify the simplest path to a productive, engaged workplace. It’s all about the right people and the right processes.

With experience working in both large and small companies across various industries, from entry-level to upper management, I have a unique perspective on what it takes to succeed. As a Credit Manager, Finance Analyst, and member of a consultant management team, I've had the opportunity to see the inner workings of over 60 small businesses.

From these experiences, I've gained valuable insights that shape my approach. For instance:
💡Success and failure are measured differently for each organization.
💡Engaged teams are essential to achieving a business's mission.
💡The simplest ways to increase employee engagement are often overlooked.
💡Miscommunication is costly and underlies most issues.
💡There are many right ways to achieve an exceptional outcome.

If you'd like to talk more, feel free to message me or go to www.optimizedoffice.com and book a chat. I'd love to learn more about you!

taplio

The Battle

Tom Gerhardt

Rachel Marie

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