Tasha Borglum

Partner

MBA, CFP®

Every family holds unique values. Moneta Partner Tasha Borglum spends her days getting to know her clients, their family members and what makes them all “tick” as individuals. She designs plans customized to their goals, interests and passions. Over time, these relationships deepen, which allows Tasha to tailor her advice as needs, laws and circumstances change. She believes that financial advising should go beyond the numbers to do what is best for every client – every time.

In addition to her role with her clients, Tasha also serves in a role akin to a “Team CEO.” In her leadership role, Tasha mentors other team members to pursue their career goals and creates strategic plans for the benefit of the overall team. She strives to lead by example and incorporates the team’s core values of positivity, accountability, respect and excellence into her everyday conversations and actions. Tasha finds her leadership role one of the most fulfilling parts of her career. “It is a privilege to be surrounded by amazing team members who share the same common goals and long-term vision for the team,” Tasha says. “We are creating a unique Moneta experience for ourselves and our clients. It is a special thing to be a part of.”

Tasha earned her B.S. in Finance with an accounting minor and her MBA with a concentration in Finance from Missouri State University. She served as the team’s Senior Advisor for eight years until she became a Moneta Partner in 2022.

Outside of her time at Moneta, Tasha enjoys traveling to new places, reading, frequenting new St. Louis restaurants and spending time with her family and friends. She and her husband have two beautiful boys together, as well as one “pup child” named Vivian. “I feel very fortunate to lead such a full and blessed life – both personally and professionally. I get a lot of satisfaction from both sides.”