
Monthly Recap – June 2026
July 2, 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...


With a strong background in higher education administration, customer service, and project management, Mimi brings professionalism, care, and a client-first mindset to every interaction as a Client Service Manager for the Sadler Harmon Chalmers Borglum team.
Mimi joined Moneta in 2025, drawn by the firm’s commitment to putting clients’ needs at the center of everything they do. She is passionate about building lasting relationships and ensuring that each client receives attentive, personalized support.
Mimi holds a Bachelor of Arts in Leadership Studies from the University of Richmond and a Master of Science in Higher Education Administration and Policy from Northwestern University.
A St. Louis native, Mimi enjoys exploring new bakeries and restaurants, reading, taking walks with her dog, and spending time with family and friends.

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

July 2, 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...

June 30, 2026
By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...

June 29, 2026
What Executives Should Know About Their Compensation Package By Kristi Borglum, CFP® When executives r...