#1 Tell us a bit about your business.
I am a former Managing Director at Barron’s, spending two decades leading the brand’s conferences
and strategic partnerships. I retired in 2019 after a career in developing influential industry events
and collaborations. I currently reside in the Cobble Hill neighborhood of Brooklyn, N.Y.

#2 What is the most rewarding part of being a part of the financial advising industry?
The sense of purpose that came from helping expand Barron’s beyond its pages…transforming it
into a living and breathing community of financial advisors where ideas, expertise and energy could
intersect.

#3 What is the most challenging part of working in the industry?
Navigating the constant pace of change both within the media landscape and the financial industry
itself. Building conferences and partnerships required anticipating what audiences and partners
would value next.

#4 Knowing what you know now, what career advice would you give your younger self?
Follow the unconventional path. Rather than adhering to a rigid 5–10 year plan, seize opportunities
as they arise and don’t be afraid to open doors to unexpected and rewarding directions. It will give
you the freedom to lean into your curiosity, adaptability and commitment to growth.

#5 One idea to further move the needle in attracting, retaining and advancing more women in financial advising?
Heightening the visibility and recognition of female advisors. By highlighting the achievements of
female advisors through media exposure, conferences and speaking opportunities, we create role
models for young women and encourage others to pursue advancement.

#6 What is one of your superpowers that has nothing to do with wealth management?
Recognizing potential in people and projects and turning possibilities into reality.

#7 What’s one of your non-negotiable self-care practices?
Pilates sessions 3x a week and watercolor painting.

#8 Who is a woman who has had an important impact on your life or career?
It would have to be my mother, Stella Rentz, who had a background in fashion and design and an
entrepreneurial spirit that led her to start her own business in her early 70’s. That example of
reinvention and lifelong creativity has influenced my approach to both work and life — exploring new
paths and embracing possibilities at every stage.

#9 What are three of your all-time favorite books?
• The Creative Habit: Learn It and Use It for Life — Twyla Tharp
• Freddy & Fredericka — Mark Helprin
• Any of Yotam Ottolenghi’s cookbooks — especially Flavor

#10 If your life were a movie, what would the title be?
“The Unscripted Path”