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About Sean

Doreen Bramlett

Senior Client Service Associate

Doreen joined Diversified Investment Services in October, 2020 as an integral member of Team McCarty. She has almost four decades of accounting, finance, investment and insurance work experience. Her background is filled with...

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OSEPH W. CONWAY is a Registered Securities Principal and the President of Diversified Investment Services, Inc. Since 1982, Mr. Conway has been assisting clients with the planning and implementation of their financial and investment...

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Julie Mellon

Advisor Assistant

Julie joined Diversified Investment Services in 1996 and has become a primary liaison between the custodian of our clients’ assets, our clients, and the Diversified Investment Services internal staff. As assistant to Joseph...

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For more than 30 years, Larry McCarty has been sharing his unique and creative approach to the financial planning process with clients and corporate retirement plans. Leveraging his entrepreneurial spirit along with his CPA audit/tax...

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Matthew Aurelio

Account Operations Associate

Matt joined Diversified Investment Services in June of 2014 as an Account Operations Associate to Tom Hoban and Tony Bertocchini. As operations associate for the team, he is responsible for new client paperwork, account transfers, wire...

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Meaghan Guydon returned to Team McCarty after a 6 year break to concentrate on domestic engineering. She currently lives in The Woodlands, TX with her husband, John, and their three children, two bunnies and a ball python. After...

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For 7 years, Michael served in the United States Air Force and California Air National Guard, where he operated Remotely Piloted Aircraft. Stationed in Las Vegas, Michael was a part of a two man crew flying the MQ-1 Predator’s...

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Sean joined the Diversified Investment Services family in 2003. Prior to his entrance in the financial arena, Sean had the tremendous honor of being part of Marine Attack Squadron 214 (VMA-214) in the United States Marine Corps...

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Sheila joined DIS in February 2009 and was instrumental in transitioning the entire office over to our new broker dealer and has worked tirelessly to transition DIS to a paperless office. She joined the McCarty team in February 2012,...

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Theresa joined Diversified Investment Service, in October 2022 on Team McCarty as our Client Service Associate.  She has over three decades of excellent service in the financial and wealth management industry. Her years of...

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Thomas W. Hoban

Financial Advisor

Thomas W. Hoban is a Commonwealth Financial Network Investment Adviser Representative, and a FINRA licensed securities representative. Tom graduated from California State University, Fullerton, where he received a Bachelor of Science...

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Timothy Conway, CPA

Associate Financial Advisor

Timothy joined Diversified Investment Services in 2015 as an associate advisor. His prior seven years of experience in public and private accounting as a Certified Public Accountant gave him the opportunity to provide tax compliance...

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Toni Crosby

Front Office Associate

Toni joined Diversified Investment Services in 2007 as the Front Office Associate. In her role, she often has the most frequent contact with clients both on the phone and when clients visit our office. Her creativity and...

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