Julie joined Diversified Investment Services in 1996 and serves as a primary liaison among clients, the custodian of client assets, and the Diversified Investment Services team. As assistant to Joseph Conway, Julie supports clients with account-related administrative matters, including account transfers, wire transfers, check requests, distributions, new account paperwork, and trade processing at the direction of the advisor. A key part of Julie’s role is interacting with clients to maintain client relationships and helping the team provide a high level of client service. When Julie is not rooting for the Angels, she enjoys roller skating, walks on the beach, and playing darts.