Every family‘s values are unique. Moneta Group Advisor Tasha Borglum spends her days getting to know her clients and their families, what makes them all “tick” as individuals and putting together plans customized to their goals, interests, and passions. Over time, these relationships deepen, which allows Tasha to tailor her advice to a given family’s needs. A good financial plan continuously evolves and must be constantly monitored and refreshed with new ideas as needs, laws, and circumstances change. This gives Tasha the opportunity to continuously engage her clients in a dynamic and creative way. She believes that financial advising should go beyond the numbers in order to do what is best for each and every client. She always strives to put her clients first and deliver “Raving Fan” service – core values of the Moneta Group family.
Tasha earned her B.S. in Finance, with an accounting minor, and her MBA with a concentration in Finance from Missouri State University. While in school, she worked as an Investment Assistant at Central Trust and Investment Company. Her role there helped prepare her for the next phase of her life when she joined Moneta Group as a Client Service Manager in 2011. Constantly pursuing opportunities to continue her education and expand her expertise, Tasha earned her CFP® designation in 2013 and was promoted to Advisor in 2014.
Outside of her time at Moneta, Tasha enjoys traveling as much as possible, reading and spending time with her husband, family, friends and “pup child” Vivian.
- MBA, Missouri State University
- CERTIFIED FINANCIAL PLANNER™
- Board Member – Kids in the Middle
- Co-Chair of 2016 Kids in the Middle Young Professionals Gala
- Co-Chair of 2017 Kids in the Middle Gala
- Moneta Momentum Charity Committee
- CERTIFIED DIVORCE FINANCIAL ANALYST®