As a Senior Advisor on the SHC Team, Kristi Borglum serves as a trusted partner helping clients navigate all areas of their financial lives. She strives to take the burden of worry off client’s minds so they can focus on what is most important to them.
Kristi started her financial planning career with Moneta, explored wealth management options outside of the firm and ultimately realized this is truly the best place for both clients and advisors to grow. She is thrilled to be back “home” serving clients in the highest honor as their Family CFO.
Kristi earned her BSBA with an emphasis on Finance and a minor in Economics from the University of Missouri – Columbia. She obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2016 and continues to refine her education and skills to help clients succeed.
Outside of Moneta, Kristi enjoys a constant on-the-go lifestyle with two young children and exploring the city and local restaurant scene with her family and friends. She takes pride in continuously growing new valuable relationships with family, friends and clients, which tend to mix together in one beautiful tribe.
- CERTIFIED FINANCIAL PLANNER™
- Certified Divorce Financial Analyst®
