FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

 

Team

At Masterpiece Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Aimee is the Chief Operating Officer at Masterpiece Financial Services. She is a native of Toledo and graduated from St. Ursula Academy.

Read more

Sharon is the Administrative Assistant at Masterpiece Financial Services. She has resided in Maumee for the last 36 years. Sharon's previous work experience includes Food Town, a local law office and Maumee City Schools.

Read more

Heather is the founder of Masterpiece Financial Services and she is the principal financial planner and broker at the company. Heather is a native of Toledo and a graduate of Central Catholic High School and Lourdes College.

Read more