Tasha Borglum, CFP®
Login to view DISC.Tasha Borglum is a Partner and Family CFO at Moneta, where she specializes in creating customized financial plans for successful families. A CERTIFIED FINANCIAL PLANNER™ with an MBA from Missouri State University, she also serves in a leadership role, mentoring team members and shaping strategic plans.
Outside of work, Tasha is deeply involved in her community, serving on the board for the June Jessee Memorial Foundation. She enjoys an active lifestyle that includes traveling, reading, trying new St. Louis restaurants, and spending time with her husband, their two sons, and their dog, Vivian.
Inspired by her own familys experiences, she uses her empathy to support other families of children with complex neurological conditions.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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