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 interests of the client first! Heather received her MBA from the University of Toledo specializing in Finance and Accounting. Heather's licenses include the Series 7 and Series 66. She also has her Health and Life Insurance license. Heather’s previous work experience includes The Arts Commission of Greater Toledo as Executive Director and First Federal Bank as a Private Banker. Heather currently serves on the Board of Trustees for Maumee Valley Country Day School, JW Cole Financial Advisory Board and AssetMark Trust Company Field Advisory Board.
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 Information Systems from Penn State University along with a minor in Entrepreneurship. Griffin’s previous work experience includes sales, marketing, supply chain and management roles at General Motors, General Motors Financial and ArcelorMittal as well as founding the Boustany Film Company. Griffin is responsible for the planning and execution of business development initiatives.
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 University of Toledo. Aimee's previous work experience includes the Family Learning and Services Center of Ford/UAW as Director and The Toledo Botanical Gardens. She is a Licensed Health and Life Insurance Agent. Aimee is an Enrolled Agent, EA, and is responsible for the management of our Tax Return Services.
Brian is the Vice President of Operations and Client Services. Brian is originally from Grand Rapids, Michigan and recently moved to Toledo. Brian earned a bachelor of arts in Supply Chain Management along with a minor in Spanish from Michigan State University. Brian’s previous work experience includes consulting, operations, and management roles at General Motors, Freudenberg-NOK, Georgia-Pacific, and Fortna. Brian is responsible for company operations and implementing new company initiatives.
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 include cooking, walking, traveling, and gardening.