Success on Her Terms
wegginar® Series
Powered by:
MERRILL, A Bank of America Company, The Baldwin Marcovici Group

BALDWIN MARCOVICI GROUP – Merrill Private Wealth Management

Success On Her Terms is a dynamic four-part series presented by wegg® in collaboration with Merrill’s Baldwin Marcovici Group. It is designed to spotlight high-potential, growth-stage women entrepreneurs who share their personal journeys and offer actionable insights to women on how to align purpose, people, and profit while building and scaling a business.

Conversations moderated by Alex Didac.

Shea Soucie

PROGRAM 3

Telling Your Wealth Story With Confidence

Tuesday, May 5, 2026
11 a.m. – 12 p.m. CST

wegginar® takeaways:

  • Owning your wealth story as a source of confidence and leadership
  • Translating creative vision into pricing, margins, and sustainable growth
  • Communicating value clearly and without apology
  • Using financial clarity to build trust and scale intentionally
  • Framing wealth as responsibility – at work and at home

Shea Soucie is Principal and Co-Founder of Soucie Horner Design Collective (SHDC), a Chicago-based lifestyle brand she has built over the past 26 years alongside partner Martin Horner. SHDC works with high-end residential and commercial clients across the U.S. on highly personalized interiors, branded environments, and destination-driven spaces—projects defined by depth, craft, and a strong point of view.

In addition to leading SHDC’s interior design practice, Shea is Co-Founder of SHIIR Rugs, an artisanal rug collection grounded in handcraft and global maker partnerships, and a driving force behind the Wickwood Inn, a design-forward hospitality experience in Saugatuck, Michigan that brings the SHDC ethos into the real world.

Shea is deeply engaged in the design community and serves as a member of the Leaders of Design Council, Design Leadership Network, and the Design Leadership Foundation. She is also an Advisory Board Member of NEST, a nonprofit supporting artisan and maker communities—particularly women—through ethical, sustainable commerce, a mission closely aligned with her values around craft and purpose-driven business.

Known for building with intention and longevity, Shea brings a thoughtful, human approach to leadership—one that bridges design, entrepreneurship, and cultural relevance. She lives in Chicago with her husband and four children.

Nancy Sharp

PROGRAM 2

Deciding What Matters Most

Tuesday, February 3, 2026
11 a.m. – 12 p.m. CST

wegginar® takeaways:

  • Making decisions aligned with goals
  • Determining who you are and what you stand for
  • Ensuring practical risk management
  • Using wealth intentionally to create impact
  • Deciding what matters most

Meet Nancy Sharp – Grounded by her morning coffee, inspired by good music, and supported by her family. She lives by the mantra: Control what you can, confront what you can’t. From building teams and shaping culture to mentoring future leaders, Her journey from the hospitality floor to founding one of Chicago’s most respected organizations, Food For Thought, is proof that curiosity, patience, and purpose can pave the way to lasting success.

Starting in a serving role at country clubs and restaurants and moving to hotels and banquet operations. What began as an appreciation for food and service grew into a passion for building teams, developing talent, and shaping organizations. In 1983, my late husband, sister, and I had a vision to create a place where people could be brilliant, collaborate, and grow—and that vision became Food For Thought.

Food For Thought is a certified Women Business Enterprise (WBE) and Minority Business Enterprise (MBE)

Shelly Sun Berkowitz

PROGRAM 1

Finding Your True North

Tuesday, November 4, 2025
11 a.m. – 12 p.m. CST

wegginar® takeaways:

  • A framework for staying grounded in your values while scaling your business.
  • Insights on making difficult tradeoffs between growth and personal priorities.
  • Inspiration to redefine success beyond financial outcomes.
  • A roadmap to discover and evolve your True North.

Shelly Sun Berkowitz is the founder and Executive Chair of BrightStar Care, the national home care franchise system she built over 20 years, scaled to over 400 locations, and led through a majority sale in 2025. Shelly now serves as CEO of her advisory firm, Founder 2 Founder, where she is helping other founders scale, sell, and secure their business legacies. And through her family office, Next Phase Capital (NPC), she offers patient, values-aligned capital to franchise businesses.

Note: Thanks to Merrill, A Bank of America Company, this event is “no charge” but you must register to attend. By registering, you consent to Women Entrepreneurs Grow Global’s collection of information. The recording will be available to watch after the event has passed.