Broker Check

The Whole DIS Family

Diversified Investment Services brings together a breadth of seasoned experience to provide strategies in all aspects of your financial life. Through collaboration and a shared commitment to superior service, we provide you with a single coordinated team to help you face the many important financial decisions you encounter at every stage of your life.


OUR ADVISORS

Joseph Conway

Joseph W. Conway, AIF®

President

Thomas W. Hoban

Thomas W. Hoban

Financial Advisor

Larry McCarty

Larry M. McCarty, CPWA®, CFP®, CPA retired, AIF®, CPFA®
Financial Advisor

Financial Advisor

Sean McCarty

Sean l. McCarty, AIF®

Financial Advisor

Timothy Conway

Timothy Conway, CPA

Associate Financial Advisor

Michael Solo

Michael Solo, CFP®, CRPC®, MBA

Financial Advisor

Milos Vrzic

Milos Vrzic, CFA, MBA

Financial Advisor

Dane Hoban

Dane Hoban

Financial Advisor

OUR STAFF

Doreen Bramlett

Doreen Bramlett

Senior Client Service Associate

Matthew Aurelio

Matthew Aurelio

Account Operations Associate

Toni Crosby

Toni Crosby

Front Office Associate

Julie Mellon

Julie Mellon

Advisor Assistant

Meaghan Guydon

Meaghan Guydon

Advisor Assistant

714-974-4500 ext236

Lexi Solo

Lexi Solo

Client Service Associate

Allen Evangelista

Allen Evangelista

Senior Account Operations Associate

Brittany Conway

Brittany Conway

Client Relationship Manager

714-974-4500 ext235

Jessica McCarty

Jessica McCarty

Advisor Assistant

714-974-4500 ext234

Diana Vargas

Diana Vargas

Client Service Associate

714-974-4500

Marco Villalobos

Marco Villalobos

Account Operations Associate

Have a Question?

Thank you!
Oops!