August 2025

I had the distinct pleasure of speaking to the Women and Wealth Committee where I shared insights from my book MAGIC: Making A Good Impression Count On and Off the Golf Course and each of the participants received a copy sponsored by Invesco US and Morgan Stanley

Together with Rachel Cohen, CFP®, CRPC®, CDFA®, we explored how presence, confidence, and intentional choices shape not only how we’re perceived—but how we lead, build wealth, and live with purpose.

From the power of first impressions to the courage it takes to be a beginner (on the golf course and in life), the conversation was rich with wisdom, authenticity, and connection.

One of my favorite takeaways from the group:
“Wealth is more than financial—it’s also how we invest in ourselves, our presence, and the legacy we create.”

Thank you to the remarkable women at Morgan Stanley for the warm welcome by Katie Flaherty. I’m inspired by the work you’re doing and proud to be part of the conversation.