
Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell
February 2, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...


With more than 30 years of experience in healthcare and law office administration, Patty Haguewood brings her passion for client service and administration together as the Executive Assistant for the Heffernan Team. Patty’s background ensures an efficient work flow and consistent team practice necessary to provide Raving Fan service. Patty is responsible for employee support and project management while upholding the delivery of Moneta’s “Why” and “How” to our clients. In her role, she enjoys the opportunity to help both clients and team members reach their full potential.
Patty earned her bachelor’s degree in Business and Management from Webster University. She and her husband, Jimmy, live in O’Fallon, Missouri with their two daughters. They are avid Cardinals, Blues and Chiefs fans.
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February 2, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...

January 28, 2026
by Tim Side, CFA – Director of Investment Strategy A cruel taste of life in Greenland swept across muc...

January 15, 2026
Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bol...