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Patty Haguewood

Executive Assistant

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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Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

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

Monthly Recap – October 2025

Monthly Recap – October 2025

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