About Sean
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...
Joseph W. Conway, AIF®
President
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...
Julie Mellon
Advisor Assistant
Larry M. McCarty, CPWA®, CFP®, CPA retired, AIF®, CPFA®
Financial Advisor
Financial Advisor
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...
Matthew Aurelio
Account Operations Associate
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...
Michael Solo, CFP® CRPC® MBA
Financial Advisor
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...
Rob C. R. Stonecipher
Client Service Associate
Rob joined Diversified Investment Services in March of 2018 as a Client Service Associate to Thomas Hoban and Tony Bertocchini. As a client service associate, he is currently responsible for new client paperwork, account transfers,...
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...
Sheree Subramanyan
Client Service Associate
Sheree started with Diversified Investment Services in 2005 and is an integral part of Tom Conway’s team. She interacts with clients on a daily basis to maintain client relationships and to ensure that the team is upholding the...
Thomas W. Hoban
Financial Advisor
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...
Toni Crosby
Front Office Associate
Tony Bertocchini
Financial Advisor