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.

 

Heather M. Rohrs, MBA

Founder and Principal Financial Advisor

419-897-2866

Heather is the founder of Masterpiece Financial Services as well as the principal financial advisor for the firm. As a fiduciary, Heather and her firm embrace each client relationship with a standard of always putting the needs and...

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Aimee is the Chief Operating Officer at Masterpiece Financial Services. She is a native of Toledo and graduated from St. Ursula Academy. She received her undergraduate degree from Mount Union College and her Masters Degree from The...

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Griffin Boustany

Financial Advisor | Vice President of Business Development

313-605-4596

Griffin is the Vice President of Business Development of Masterpiece Financial Services. Griffin is a native of New York City and is currently residing in Fenton, Michigan. Griffin earned a bachelor of science in Management of...

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Sara Haynes

Client Services Manager & Licensed Assistant

419-349-1648

Sara is the Client Services Manager and Licensed Assistant for Masterpiece Financial Services. Sara grew up in Columbus Ohio and now resides in Toledo, Ohio. Sara earned a bachelor of science in Systems Analysis from Miami University...

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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. Her hobbies...

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