BACK OFFICE TEAM

Celeste Kolkovich

Celeste prepares account applications, transfer forms, and other documentation. She is responsible for the firm’s conversion to a paperless system. She has over 30 years of experience in the financial services industry, and has been with Droms Strauss Advisors since 2000.

Lisa Welborn

Lisa manages the daily integration of Schwab’s electronic transaction files into DSA’s portfolio reporting software. She also ensures that reports are available on DSA’s website for easy access by clients. Lisa graduated from Winthrop University with a B.S. in Business Administration and Finance. Lisa was formerly a senior IT Manager for Schwab Performance Technologies, the developer of our portfolio reporting software.