Aimee Bretzloff
Partner and Chief Financial Officer
Hometown
Toledo, Ohio
Background
Helped start Masterpiece Financial Partners since 2006
Overview

Aimee Bretzloff serves as Partner and Chief Financial Officer at Masterpiece Financial Partners and has been an integral part of the firm since its earliest days. She helps guide the firm’s financial operations, internal structure, and long-term direction.
Aimee sets the standard for client support, helping ensure every client receives thoughtful, organized, and attentive service. Her commitment to clarity and care helps create a welcoming experience for clients throughout their relationship with the firm.
Planning Approach

Aimee believes that trust is the foundation of every long-term client relationship. To her, trust is earned over time through consistency, transparency, and a commitment to listening well. She strives to make each interaction feel like a true partnership, where clients know their goals and well-being are being treated with care.
Her approach is centered on empathy, curiosity, and clarity. Aimee believes managing wealth is not simply about numbers. It is about understanding people, their values, their goals, and the legacy they want to create. Whether she is helping lead the firm, supporting the tax practice, or working alongside the team, she brings patience, care, and attention to detail to the work she does.
For Aimee, success is not only measured by financial milestones, but also by the confidence and peace of mind clients feel when they are empowered to make decisions aligned with their values and future aspirations.
Experience

Aimee has been with Masterpiece Financial Partners since the very beginning, helping shape the firm’s vision and build its foundation over time. Her leadership has played an important role in the firm’s growth, client experience, and internal operations.
She earned her Master of Science in Education from the University of Toledo and her Bachelor of Science in Psychology from Mount Union University. Her educational background reflects her ability to understand people, communicate with care, and lead with patience and perspective.
Outside of work, Aimee enjoys spending time with family, reading, gardening, and her daily ritual as a coffee enthusiast. These interests reflect the same patience, care, and appreciation for growth that she brings to her work and leadership.
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