My training began at an early age. I was raised by a single mother and money was tight. I had what I needed, but the extras were rare. She worked hard and always put others first. In addition to her full-time job, she held various part-time jobs for extra funds. I worked with her on these jobs – from delivering newspapers when I was young to cleaning an office building when I was a little older – and we split the earnings.
When I was a teenager, I asked my mother if she’d help me open an investment account, which is something she never had herself. I rode my bike to the bank in downtown Sandusky whenever I had enough money to add to my mutual fund account. The stock market was amazing in the 90’s so this was positive reinforcement to keep at it. When I was 18, my mother decided I was ready to take over the finances. She cashed her paychecks and gave me most of the money. She also gave me all the bills and I had to figure out how to make the money stretch.
After high school, I attended BGSU & Terra. I took classes during the day and worked midnight shift at a local factory. After doing this for about 2 years, I got a call from a recruiter to work for an insurance company. I’ve always been intrigued by finance so I decided to give it a shot. While I can’t say that I enjoyed this career move, it did provide me a great foundation for the advisor that I am today. A couple of years into my insurance career, I was asked to apply to take over the office. Long story short - I finished second.
It was then that I reached out to the stock broker who helped me open that investment account when I was a kid. I asked if we could schedule a time to chat so I could learn about how I could take my career in that direction. He bought me lunch and told me of a few places that he thought might be hiring. I later found out that he had called someone at Fifth Third Bank and recommended that they give me a shot. Fifth Third did give me that shot in 2002. I spent about 15 years working at the bank. For the last 12 years, I’ve spent most of my time working in Fremont & Gibsonburg. I’m continually amazed at how my clients from this community accepted me, even though I was from Sandusky and still live there today.
Over the last few years, I felt like things were changing. The financial industry seemed to care less about people. I thought long and hard about how I could continue to serve this community in a way that I felt was best for clients. How to do it in a way that would have made my mother proud. That’s why I founded Vault Investment Partners. My goal is to positively impact the community by helping our clients move towards financial freedom. When it was time to find a location, there really wasn’t much of a choice. I wanted to invest back in Fremont, just as Fremont has invested in me since 2005.
Heather Stansfield is the Client Relations Manager for Vault Investment Partners. She has been a licensed securities professional since 2011 when she started working with Jerome at Fifth Third Securities. She loves having the chance to help clients find financial security and well-being...and our clients love her!
She attended Wittenberg University in Springfield, Ohio, earning her Bachelor’s Degree in both English Literature and German in 2004.
Heather lives in Toledo with her partner Kevin. When she is not at the office, she enjoys trying her hand at different craft projects, rooting for the Toledo Mud Hens and the Toledo Walleye, and building furniture.