
First Quarter Investment Report – 2026
April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...


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.

April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...

April 6, 2026
A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...

April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...