Tasha Borglum

Tasha Borglum
Senior Advisor, MBA, CFP®, CDFA®
tborglum@monetagroup.com

(314) 244-3369

Breckenridge Team

Every family‘s values are unique. Moneta Advisor Tasha Borglum spends her days getting to know her clients and their families, what makes them all “tick” as individuals and putting together plans customized to their goals, interests, and passions. Over time, these relationships deepen, which allows Tasha to tailor her advice to a given family’s needs. A good financial plan continuously evolves and must be constantly monitored and refreshed with new ideas as needs, laws, and circumstances change. This gives Tasha the opportunity to continuously engage her clients in a dynamic and creative way. She believes that financial advising should go beyond the numbers in order to do what is best for each and every client. She always strives to put her clients first and deliver “Raving Fan” service – core values of the Moneta family.

Tasha earned her B.S. in Finance, with an accounting minor, and her MBA with a concentration in Finance from Missouri State University. She joined Moneta as a Client Service Manager in 2011 after finishing her MBA. Constantly pursuing opportunities to continue her education and expand her expertise, Tasha earned her CFP® designation in 2013 and was promoted to Advisor in 2014. She has since been promoted to Senior Advisor and is currently involved in Moneta’s Path to Partner Program.

Outside of her time at Moneta, Tasha enjoys traveling as much as possible, reading and spending time with her husband Brooks, son Camden and “pup child” Vivian.

Professional Development

  • MBA, Missouri State University
  • CERTIFIED FINANCIAL PLANNER™
  • Past Board Member of Kids in the Middle
  • Co-Chair of 2017 and 2018 Kids in the Middle Gala
  • Friends of Kids with Cancer Young Professionals Group Member
  • CERTIFIED DIVORCE FINANCIAL ANALYST®
  • Zoo Young Professionals Member
  • 2019 Member of Top 100 St. Louisians You Should Know to Succeed in Business

Contact Us


Address
100 South Brentwood Blvd.
St. Louis, Missouri, 63105
Phone Numbers

(314) 244-3369


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