Our Story

Rooted In Relationships. Strengthened by Growth.

Masterpiece Financial Partners began in 2006 with a simple but lasting commitment: to build strong client relationships through honest communication, thoughtful guidance, and hard work. What started in Maumee, Ohio has grown into a team-based financial advisory firm serving clients across Ohio, Michigan, and across the nation.

Our Journey

2006

Heather founded the practice in Maumee, Ohio.

2019

Griffin joined the firm and became part of the next chapter.

2021

The team moved to Toledo, creating a stronger home base.

2024

A second location opened in Ann Arbor, Michigan.

Today

Our team has grown to eight individuals working together to serve clients across the nation and provide guidance on several hundred million dollars in client assets.

Where It Started

In 2006, Heather founded Masterpiece Financial Partners in Maumee, Ohio, with a clear purpose: to put relationships first. Aimee joined early on, helping strengthen the foundation of the firm through her leadership in operations and client service. From the beginning, the focus has been on listening carefully, understanding each client’s goals, and helping them feel heard and supported.

Built Through Teamwork

As the practice grew, so did the importance of having a strong team behind every client relationship. Masterpiece Financial Partners has long operated as an ensemble practice, meaning clients benefit from the insight, experience, and support of an entire team, not just one advisor.

Growth and the Next Chapter

Griffin joined the team in 2019 and quickly became an important part of the firm’s future, later becoming a partner. In 2023, we expanded into Michigan with the opening of our Ann Arbor office, allowing us to deepen the relationships we serve and continue growing the communities we support.

Masterpiece Financial Partners Today

Today, Masterpiece Financial Partners is a team of eight people and continues to grow each year. As we grow, our focus remains the same: building stronger relationships, serving clients with care, and helping individuals, families, and business owners make more informed financial decisions.

Our advisors and support professionals work together to support clients across the many areas of their financial lives, including investment management, financial planning, retirement planning, tax planning, insurance planning, estate planning, legacy planning, and long-term financial decisions.

This team-based approach allows us to bring more organization, coordination, and clarity to the client experience while continuing to build lasting relationships rooted in trust.

You’ve heard our story. Now we’d be honored to hear yours.

Schedule a Call