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

I’ve met a lot of people who look successful on paper — tech executives, business owners, and high-earning families — but still feel uneasy about their financial lives.

They’re not sure if they’re making the right financial decisions, or if the future they’re working so hard for will even feel worth it when they get there.

Early in my career, I realized most financial planning was built backwards.
It started with numbers, not people.  Projecting the past and present into the future as if life moves in a straight line.

But life doesn’t work that way.

Markets change. Careers evolve. Families grow. Priorities shift.

That’s why I built a different approach...future-backward financial planning.
Instead of starting with spreadsheets, we start with purpose.

We design the future you want first then align your cash flow, protection, investments, and equity compensation/business exit planning strategy to make that future your reality.

When you plan from the future backward, your present becomes clearer.
You stop reacting to money and start directing it toward meaning.

Today, I help high-performing professionals and business owners create family-first wealth designs that bring clarity, confidence, and freedom... NOW, not someday.

Because your financial plan isn’t just about retirement.

It’s about living life on purpose guided by a future so powerful it reshapes your present.

Design your future so powerful it reshapes your present.

📍 Based in Bellevue, WA
🎙️ Host of the Beer & Money Podcast
💡 Learn more or take your Financial Scorecard at quantifiedfinancial.com
/COMPLIANCE:2025-5978/

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The Battle

Tom Gerhardt

Ryan Burklo, RICP®

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