THOMAS J. CONWAY Esq., CPA. Tom has been involved in the financial services industry for over 20 years. In 1993 he partnered with his brother and two other advisors to begin Diversified Investment Services, Inc., where he is an active Principal, Financial Advisor and Chief Financial Officer.

With a foundation as a tax and estate planning attorney, Tom brings experience and knowledge to the investment process, facilitating the development of a truly comprehensive financial strategy. Specializing in retirement, estate planning and advanced insurance strategies, he is particularly skilled in assisting clients as they transition into new life stages. Tom’s knowledge and experience working with retirees, widows and small business owners allows him to quickly grasp the issues involved in creating and implementing a successful strategy.

During his career, Tom has dedicated himself to staying informed about innovations, best practices and cutting edge technology within the financial industry. Through his commitment to excellence and reputation for outstanding service, Tom has developed loyal clientele and expanded his business through referrals from satisfied clients.

Tom graduated Cum Laude from Loyola Marymount University in Los Angeles, California with a Bachelor's Degree in Accounting. He then went on to earn his dual Law Degree and Masters in Taxation from the University of Southern California, and entered the professional world to practice estate and tax law for six years. Tom is also a Certified Public Accountant, a Registered Principal and Investment Advisor Representative, as well as a Life Insurance Agent. He maintains his membership in the California State Bar and the American Institute of Certified Public Accountants (AICPA).

As part of his community involvement, Tom serves on the board of “Mercy House,” a local charitable organization dedicated to helping the homeless of Southern California. He resides in Anaheim Hills, California, with his wife, Elizabeth, and their four sons.

Email Thomas J. Conway at: tconway@disinc.net

CA Insurance License #0B16126