Meet Your Team
At Balustrade Financial Consulting Group, we take your success to heart. We know your goals are personal, and we treat them that way. Our planning-first approach, team-oriented mindset, and full range of services are all designed to help you move forward with clarity and confidence.
Lee Dubinsky
Managing Director - Investments
Financial Advisor
Linda Koszalka
Managing Director - Investments
Financial Advisor
Mark Labriola
Managing Director - Investments
Financial Advisor
Stacy Mihalik
Senior Vice President - Investments
Senior Financial Advisor
Pauline Schwartz
Senior Vice President - Investments
Senior Financial Advisor
Matthew R. D’Addario
Client Performance Analyst
Assistant Vice President
Awards & Accolades
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We are honored to be recognized by Forbes and feel these awards reflect the trust our clients have placed in us to help them reach their financial goals.
*Forbes Best-In-State Wealth Management Teams 2024, 2025 and 2026
Balustrade Financial Consulting Group of Wells Fargo Advisors is proud to be named Forbes Best-In-State Wealth Management Teams for three years in a row 2024, 2025 and 2026.
**Forbes Best-In-State Wealth Advisors 2021-2025
Lee Dubinsky, Managing Director - Investments is proud to be named of Forbes Best-In-State Wealth Advisors in 2021, 2022, 2023, 2024 and 2025.
***Forbes Top Women Wealth Advisors Best-In-State 2022-2026
Linda Koszalka, Managing Director - Investments is proud to be named Forbes Top Women Wealth Advisors Best-In-State for 2022, 2023, 2024, 2025 and 2026.
****Forbes Top Women Wealth Advisors 2020
Linda Koszalka, Managing Director - Investments is proud to be named Forbes Top Women Wealth Advisors in 2020.
* 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. View Award Disclosures
** 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com); 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. View Award Disclosures
***2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com). 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23. 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22. 2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21. View Award Disclosures
**** 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19. View Award Disclosures
Work with a Team That Understands Your Goals
Reach out to schedule a meeting. We can meet online, at our office or another location convenient for you.