Heffernan
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As an Advisor on the Heffernan Team at Moneta, Hunt Lucas gives his clients peace of mind by taking care of them and assisting with their administrative needs. Hunt joined Moneta for the opportunity to…
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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…
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As an Advisor on the Heffernan Team, Jacob Allaman enjoys working directly with clients to help them achieve their financial goals. He finds both the personal relationships and process of helping clients navigate their financial…
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Moneta Partner Mark Heffernan serves all of his clients as their Family CFO. As Partner Financial Advisor, Mark places high importance on making life easier for his clients. Mark has been widely quoted in both…
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Moneta Advisor Cynthia Kirkpatrick works on the Heffernan Team to contribute her skills and over 15 years experience in the financial services industry to helping clients manage their financial lives. She strives to relieve clients’…
