Greg Haueisen

Advisor

J.D., CFP®

Greg Haueisen is passionate about helping clients improve their lives and confidently pursue their goals. He values building close relationships, taking time to understand each client’s unique situation before crafting a comprehensive financial plan tailored to their specific circumstances and aspirations. As life evolves, Greg continues to refine that plan, guiding clients through life’s transitions and helping them navigate investment decisions, estate planning, and tax strategies with clarity and confidence — empowering them to live with greater fulfillment and peace of mind.

Greg earned a Bachelor of Science and a Bachelor of Arts along with a minor in Spanish from Truman State University. He went on to earn his Juris Doctor from the University of Missouri School of Law. Greg spent more than five years as an attorney in private practice, focusing on business, commercial, real estate, and estate planning law. After developing a passion for the investment world and wealth management, he transitioned to Moneta in 2022 to begin serving clients as an Advisor.

At Moneta, Greg obtained his Certified Financial Planner designation. He draws on his financial expertise, along with his background in complex legal work, to effectively evaluate investment strategies and employ sophisticated financial tools to help clients achieve their goals. He values being a trusted advisor and advocate, committed to building lasting relationships. Helping clients strengthen their financial foundation and build a better life is deeply rewarding to him, and something he considers a true privilege.

Outside of the office, Greg enjoys traveling, fishing, exploring the St. Louis restaurant and food scene, and spending time with his wife and son. He is also an avid sports fan and enjoys cheering on the St. Louis Cardinals, Blues, Mizzou Tigers, and St. Louis City SC — all of which provide him with ample argument material to keep his lawyer skills sharp.