Moneta Group
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.
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Moneta Group
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Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.