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

Quantified Financial Partners

My team and I specialize in working holistically, with Medical Professionals and Tech Professionals to simplify the complexities of personal finances and retirement.

www.quantifiedfinancial.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 SW Market St, Suite 1850, Portland OR, 97201, 503-221-1226. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Quantified Financial Partners is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0K24924. 

This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Senior Partner

Pacific Advisors

Helping Advisors build and grow the business of Their Dreams rather than for someone else's.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 SW Market St, Suite 1850, Portland, OR, 97201, 503-221-1226. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Quantified Financial Partners is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0K24924, AR Insurance License Number - 15319412. 

*This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Top Financial Security Professional 2023 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.

Managing Associate

Beer & Money Podcast

A financial fireside chat for tech professionals. The podcast speaks into financial concepts so that you can simplify your finances and enjoy your life.

https://quantifiedfinancial.com/podcasts/beer-and-money-podcast

Host of Beer & Money

Holistic Finance Podcast

A financial podcast for NDs to help them simplify their finances so that they can focus on helping their patients.

https://quantifiedfinancial.com/podcasts/holistic-finance-podcast

Host of Holistic Finance

Liberty Mutual Insurance

Sales Representative

Enterprise Rent-A-Car

Assistant Manager

Ryan Burklo, RICP®

People create long lists of traits they want in a partner…

But at the end of the day, so much of life comes down to being kind, grounded, and pleasant to be around.

And honestly…finances aren’t that different.

Most people build these long lists of financial “must-haves”:

📈 A perfect portfolio
💼 Equity comp strategy
📊 8% average rate of return
📉 Zero debt
💰 Maxed-out everything

But the real success happens in the simple stuff:
	•	Having honest conversations about money
	•	Supporting each other’s goals
	•	Enjoying the life your money is building
	•	Being aligned on what really matters

A financial plan works best when the people behind it work together.

It’s not spreadsheets that make a family wealthy.

It’s communication, clarity, and shared purpose.

Just like a great marriage, great financial health starts with being on the same team.

Design your future so powerful it reshapes your present.

Ryan Burklo, WMCP®, RICP®, AIF®

Helping Tech professionals and business owners turn financial uncertainty into clarity and direction

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Several weeks ago I toured the University of Arizona with my daughter…
and it hit me how fast life moves.

It also reminded me of something I wish more parents understood about college planning:
There is no “right” way to fund your kid’s education.
There’s only the way that aligns with your life.

When I shared how I’m paying for Madison’s college, the internet had opinions:
“Use a 529.”
 “Pull from investments.”
 “Buy real estate.”
 “Loans are better.”
 “Never pay for college at all.”

Here’s the truth:
👉 Most of those opinions don’t matter if they don’t fit your goals, cash flow, taxes, values, or your kid.

This isn’t spreadsheet math.
This is real life.

For us, flexibility is the priority.
For you, it might be something different.

So whenever you're planning for big milestones: college, retirement, a transition — start with this question:

What gives me flexibility no matter what the future looks like?
It’s the most underrated part of good planning.

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Tom Gerhardt

Ryan Burklo, RICP®

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The Battle

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Ryan Burklo, RICP®

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