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 Ann Arbor, MI. He 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 his own startup during his time at Penn State. His licenses include the Series 7 and Series 66. 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 for Masterpiece Financial Services. Brian is originally from Grand Rapids, Michigan; he moved to East Lansing to attend Michigan State University where he earned a Bachelor of Arts degree in Supply Chain Management along with a minor in Spanish. His previous work experiences include 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. He enjoys cheering for the Michigan State Spartans and spending time hiking in many different areas of Michigan, often with his two dogs, Aurora and Winnie. He also has a cat named Zeus.
Emily is the Chief Culture Officer for the firm, focusing on individualized client services as well as company culture for our team. She is also working on marketing and branding for our firm. Emily graduated from Lourdes University with a Bachelor of Science in Nursing. She is still practicing as a nurse in the Brandon Newborn Intensive Care Unit at C.S. Mott Children's Hospital at the University of Michigan (GO BLUE!). Emily loves spending time with her dogs, Huron and Willow, and cat, Ollie, and trying new coffee shops and foods, especially while traveling!
Barbara is a native of New York City, where she worked in various secretarial positions. She left the Big Apple in 1981 to attend The Way College of Emporia, Kansas, where she earned an Associate Degree in Theology and Christian Communications. Barbara met her husband Gene in college; they moved to northwest Ohio in 1998 with their daughter, who is now married. Barbara joined our team in 2021 when she retired from an administrative position with Sylvania Schools after 22 years of service. Barbara and her husband enjoy trying new recipes, spending time with their grandson, taking walks with their dog Annabelle, and cheering for their favorite football team (Go, Bucks!).