Tasha Borglum

MBA, CFP®, CDFA®
tborglum@monetagroup.com
tel:(314) 244-3369Breckenridge Team
Every family holds unique values. Moneta Senior Advisor Tasha Borglum spends her days getting to know her clients and 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 to be one of the most fulfilling parts of her career. In her own words, “It is a privilege to be surrounded by amazing team members who share the same common goals and long-term vision for the team. We are creating amazing things for ourselves and our clients. I can’t wait to see what we ultimately accomplish together.”

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 in the Investment Department of a local trust company before joining Moneta in 2011 as a Client Service Manager. Tasha earned a promotion to Advisor on the team after earning the CFP® designation in 2014. She currently serves as the team’s Senior Advisor as she works towards completing the requirements of firm Partnership.

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.” Tasha feels very fortunate to lead such a full and blessed life – both personally and professionally – and loves the satisfaction she receives from both.
  • MBA, Missouri State University
  • CERTIFIED FINANCIAL PLANNER™
  • CERTIFIED DIVORCE FINANCIAL ANALYST®
  • Past 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
  • Board Member – Spirit of St. Louis Women’s Fund
  • Marketing Committee Co-Chair – Spirit of St. Louis Women’s Fund

CONTACT ME


    Call Me

    (314) 244-3369

    Visit Me

    100 South Brentwood Blvd.
    St. Louis, Missouri, 63105