Tasha Borglum, CFP®

As a Partner on the Borglum Breckenridge Team, I strive to always put the needs of my clients and team at the forefront of everything I do. Being a “Family CFO” and “Team CFO” is about more than just analyzing the numbers. It's about helping people structure their overall financial plans and goals to be the absolute best they can be. It's about being that trusted individual that can be counted on to deliver proactive and strategic ideas and then actually working to implement those ideas. It’s about being a good mentor and leader to others on my team. Every person and family is different, and therefore, plans have to be uniquely tailored in order to be as successful as possible. I work with a great team of individuals that share similar ideals and I truly believe that as a whole, we create a unique Moneta experience for everyone we encounter. The thing I find most rewarding about my role is that I truly get to make a difference in people’s lives. Every day presents new opportunities and challenges that I welcome with enthusiasm. Not everybody is lucky enough to have such an enjoyable and fulfilling career. It is something I am thankful to get to experience every day. Outside of Moneta, I enjoy traveling whenever I can get away and spending time with family, friends and my sons, Camden and Beckett. My husband and I are absolute foodies and love the Saint Louis restaurant scene as well. We live a full and blessed life.