Loretta Bricchi Lee | Associate Real Estate Broker


About: Originally from Italy, near the city of Milan, Loretta Bricchi Lee studied at the University of Pavia in Italy. She was a reporter for national Italian publications for quite some time before getting involved in interior design, which she found to be a wonderful extension of her creativity. Her interest in living spaces brought her to real estate, where she achieved the status of Associate Broker and was awarded the Certified Negotiation Expert (CNE®) designation by the Real Estate Negotiation

Institute (RENI) and the Outstanding Customer Service Award for 2017. She gets a deep sense of satisfaction in guiding her clients through the difficult and stressful process of buying, renting or selling a property while establishing a profound bond of trust.

Loretta Bricchi Lee lives on the Upper West Side with her husband and their teenage daughter who will go to college in the summer.

Specialties: Loretta guides clients who transition from renting to purchase or are upgrading or downsizing, as well as investors interested in entering the New York market and, subsequently, in renting out their properties. Her skills in interior design helps her visualizing each space and its full potential and her customer service orientation ensures successful transactions and satisfied clients.

Quote: "What you do when you don't have to determine what you will be." - Rudyard Kipling

Connect: Contact Loretta at Lolee@citihabitats.com or at (646) 456-3112, or visit her website below!

member since may 2018

Lynn Jacobowski | Registered Representative


About: Lynn is a registered representative of Wealth Advisory Group. She has built a career in finance since graduating from college, working as a sales trader on both convertible bond and options sales. While she learned a lot about the financial world during this phase of her career, her outlook changed when a family members was stricken with Alzheimer's, and she left the workplace to provide extra care. It was during this time that she recognized that many families and individuals are not adequately

equipped when it comes to their personal finances. In her current role she educates people on the importance of protecting their income and assets and then growing their wealth.

Specialties: Lynn focuses on succession planning for individuals and small businesses.

Quote: "If there is a slight chance at getting something that will make you happy, risk it. Life's too short, and happiness is too rare." - A.R. Lucas

Connect: Contact Lynn at lynn_jacobowski@wagllc.com or at (917) 825-6114, or visit her website below!

member since january 2018

Registered Representative of Park Avenue Securities LLC (PAS), 335 Lexington Avenue, 9 Fl., New YOrk, NY 10017, 212-541-8800. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment adviser. Financial Representative, The Guardin Life Insurance Company of America (Guardian), New YOrk, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Wealth Advisory Group LLC is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC. 2018-54886 2/20

Leslie Lawrence | Senior Advisor, Private Clients

J. W. Allen Insurance Brokers | JWALLENCO.COM


About: Leslie is a personal risk advisor with J.W. Allen, a family owned boutique property and casualty insurance brokerage based in Manhattan serving clients in the tri-state area and beyond. She works with individuals and families to protect their wealth, assets and lifestyle by understanding their unique needs and risk philosophy and designing a program to best meets those needs.  Leslie provides the personalized and customized service that gives her clients confidence and peace of mind.

Raised in the U.S. and England, Leslie attended Barnard College in New York City before returning to London for 5 years. Her career focused on working closely with people - from resolving customer issues at News UK, to relationship and team management at Mercer HR and ADP. She took time off to raise two boys, and get involved in her community in Rowayton, Connecticut where she served as President of the Elementary School PTA and then as President of the Board of Shakespeare on the Sound. In 2014 Leslie joined the family firm - J.W. Allen and in 2017, completed her Chartered Personal Risk and Insurance Advisor (CPRIA) designation from the Personal Risk Management Association.

In her spare time, Leslie can be found reading, traveling, and seeking out stories from strangers. She's an active participant of The Nantucket Project's Neighborhood project for which she is a conversation host.

Specialties: Leslie specializes in working with successful individuals and families seeking customized solutions for their personal insurance needs. She focuses on working with families looking for a high level of service with a premiere insurance provider. She enjoys getting to know her clients and providing the personal attention that gives them the confidence that their needs are being met.

Quote: "People will forget what you said, people will forget what you did, but people will never forget how you made them feel." - Maya Angelou

Connect: Contact Leslie at llawrence@jwallenco.com or at (212) 227-6875, or visit her website below!

member since july 2018

Lelia Mander | Financial Representative


About: Lelia is a financial representative at Wealth Advisory Group, an agency in midtown Manhattan. She helps clients understand and organize their financial picture. Together, Lelia and her clients create comprehensive strategies so that her clients can live more comfortably while feeling secure and confident about their future. She cares passionately about this work because she learned, first hand, the pitfalls of inadequate planning in her own life. One can come from privilege, one can assume money

will never be a concern and that nothing bad will ever happen. But one does so at great risk. The first step in facing this risk is gaining knowledge.
Lelia changed careers after twenty years in the book publishing industry so that she could help others in this very personal and important aspect of their lives.

Born in Chicago, Lelia grew up in New York City. She attended Yale University and graduated with a BA in history. After college she returned to New York, where she now lives with her husband and their two teenage sons. In addition to her work as a financial representative, she volunteers with organizations that help women in shelters and recently incarcerated young adults develop job interviewing skills. She is also a writer of fiction and memoir and is an avid reader.

Specialties: Lelia educates clients about the importance of protecting their incomes and assets so they will be on firm footing as they plan for the future. She likes to work with millennials and women of all ages.

Quote: "No act of kindness is ever wasted." - Aesop

Connect: Contact Lelia at leliamander@gmail.com or at (646) 275-6725, or visit her website below!

member since january 2018

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Wealth Advisory Group LLC is not an affiliate or subsidiary of Guardian. 2018-54919 02/20

Dana Mark | Attorney

DMARK@SGRLAW.COM | (212) 907-9758


About: Dana’s passion lies in providing solutions to tax and estate planning issues.

Dana is an experienced lawyer whose practice is focused on matters of taxation, estate and trust planning, business succession planning, charitable giving, and tax-exempt organizations.  She has extensive experience involving sophisticated tax planning, the probate and administration of estates and trusts, qualified

retirement plan assets and IRAs, and the preparation of pre-and post-nuptial agreements.

Dana advises executors, trustees, and beneficiaries in the administration of estates and trusts from the initial probate to the preparation of estate tax returns, fiduciary income tax returns, the preparation of accounting, and the settlement of the estate or trust.  

Dana has assisted families with the tax-efficient transfer of wealth, including planning matters involving family businesses.  She works closely with family advisors in designing and implementing succession plans.  Dana also provides advice to charitable organizations and donors in connection with the establishment and operation of tax-exempt organizations, including public charities and private foundations.

Dana is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the American Law Institute (ALI).  She is also a member of the American Bar Association and its Section of Taxation and Section of Real Property, Probate and Trust Law, the New York State Bar Association and its Section of Taxation and the Trusts and Estates Law Section, the City Bar, and the Society of Trust and Estate Practitioners (STEP).

Dana is a Member of the Board of Directors of the Ovarian Cancer Research Alliance, serves on its Executive Committee, and heads the Governance Committee, she is a Member of the Board, Vice-President and Treasurer of Animal Zone International, and a member of the Board of Trustees of St. Jean Baptiste High School in Manhattan.

Dana has been recognized in US News & World Report, Best Lawyers, and Super Lawyers.

Dana has also lectured and written extensively on tax and trust and estate planning.

Connect: Contact Dana at dmark@sgrlaw.com or at (212) 907-9758, or visit her website below!


Shannon McNulty | Attorney

SHANNON@MCNULTY-LAW.COM | (212) 431-7526


About: Shannon has practiced law for over 15 years. She earned her Juris Doctor from Georgetown University Law Center cum laude and received her LL.M. in Taxation from New York University School of Law. She subsequently earned the CERTIFIED FINANCIAL PLANNER™ designation, which enables her to provide her clients with tax and legal planning solutions that fit into the context of their larger financial picture.

Shannon enjoys developing meaningful, long-term relationships with with her clients and supporting them as their situations change and their families grow. Shannon views estate planning as the perfect mix of helping people and working on stimulating financial and legal issues. 

Specialties: Shannon's practice focuses on providing comprehensive tax and estate planning advice for New York City families who are looking for a long-term relationship with a trusted attorney. Shannon's clientele reflects the multinational diversity of New York City, and she regularly provides tax and estate planning advice to individuals and families with international planning needs. 

Quote: "The difference between ordinary and extraordinary is that little extra."
- Jimmy Johnson

Connect: Contact Shannon at shannon@mcnulty-law.com or at (212) 431-7526, or visit her website below!

member since may 2018

Elise Pettus | Founder & Editorial Director

ELISE@UNTIED.NET | (917) 797-6465

About: After graduating from Brown University in 1986, Elise worked in television and film, doing everything from booking guests for news shows to writing grant proposals and managing production for independent documentaries. At age 30, she received an MA from Columbia Journalism School and transitioned to writing feature stories for magazines, such as New York, Gourmet, Mademoiselle, as well as early online platforms. After her second child was born, she took a break from full time work for five years, but when she separated in 2010, she realized there was a need for education, support and community around the topic of divorce that wasn't being met. In 2013 she founded UNtied, as an online and real life community for women navigating separation and divorce. She loves combining her reporter skills with her love of people, helping women build confidence, gain knowledge, find a new and sustaining social network, and launch themselves into an exciting new chapter of their lives.

Specialties: A New York Times article about UNtied described Elise as "a connector in the Malcom Gladwell sense," and she delights in helping women find great professionals as well as great peers to connect with as they navigate the challenges of separation and divorce. She uses her reporter's skill to help break down complex issues into comprehensible, direct language, and to source the most knowledgeable professionals on a range of topics from law to finance to parenting and even dating. While a growing number of websites are now devoted to divorce education and coaching, UNtied stands apart in its slightly literary bent and its (sometimes irreverent) celebration of women's innate wisdom, humor and grit.

Quote: "The broken heart is not a regrettable symptom of derailment, but is rather the starting point of anything that matters." - Kimberly Patton, Harvard Divinity School

Connect: Contact Elise at elise@untied.net or at (917) 797-6465, or visit her website below!


Dexterrie Ramirez | Attorney

DRAMIREZ@SGRLAW.COM | (212) 907-9781


About: Dexterrie received her undergraduate degree from the University of California, Los Angeles and earned her J.D. degree from the City University of New York School of Law. Dexterrie was also named one of the New York Metro Super Lawyers Rising Star: Real Estate: Business – (2015-2018).

Specialties: Dexterrie's practice primarily focuses on representing buyers and sellers in the purchase and sale of residential and

commercial properties as well as all other aspects of a real estate transaction, including financing and resolving title issues. As part of her practice, Dexterrie also assists developers and property owners in the negotiation of access or license agreements involving the protections required for adjoining properties during pre-construction, demolition, excavation and construction.

Quote: "You tread lightly through life, but you leave deep footprints that are hard for other people to fill." - Josie Silver (One Day in December)

Connect: Contact Dexterrie at dramirez@sgrlaw.com or at (212) 907-9781, or visit her website below!