
Giving Tuesday: Generosity All Year
December 1, 2025
Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...


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.
Dive into the latest insights from our expert team with our personal touch.

December 1, 2025
Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...

November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...

November 10, 2025
We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...