Our Team

Tor E. Hotham, CFP®, ChFC®, AEP®
CERTIFIED FINANCIAL PLANNER™ Professional

http://www.torhotham.com/
P: (610) 436-8500 x701
F: (610) 436-9127 
E: tor.hotham@cwmginc.com

Tor E. Hotham has been providing financial and estate planning services for his clients since 1995. Before co-establishing The Comprehensive Wealth Management Group, he was a Registered Principal with LPL Financial which is one of the...

Read more

David J. Berkeihiser, CFP®, ChFC®, AEP®, CFS®
CERTIFIED FINANCIAL PLANNER™ Professional

P: (610) 436-9134
F: (610) 436-9127 
E: david.berkeihiser@cwmginc.com

This has been an amazing journey. 2015 marks the beginning of my third decade in the industry. Now I’m sounding old to myself. With more than two decades as a Financial Planner/Investment Manager...

Read more

Dennis Wallace
Financial Advisor

P: 484-888-2001
F: 610-436-9127 
E: dennis.wallace@lpl.com

Financial Advisor Dennis M. Wallace is a trusted financial advisor and member of the Comprehensive Wealth Management Group. As an investment advisor representative, he provides independent , objective, fee-based wealth management and...

Read more

Robert D. Sullivan, ChFC
Chartered Financial Consultant

P: (610) 436-8500
F: (610) 436-9127 
E: robert.sullivan@lpl.com

Robert D. Sullivan is a founding member of The Comprehensive Wealth Management Group in West Chester, Pennsylvania. The Comprehensive Wealth Management Group is the formal organization of four independent financial planning practices...
 
Read more

Lorelei Danuser
Operations

P: (610) 436-8500
F: (610) 436-9127
E: admin@cwmginc.com

Lorelei Danuser joined CWMG - Comprehensive Wealth Management Group in 2004. Since arriving, Lorelei has been at the center of activity for CWMG as the Director of Operations. Lorelei’s role is integral to the smooth and efficient...

Read more

Christine Basilii
Operations Associate

P: (610)436-8500
F: 610-436-9127 
E: ops@cwmginc.com

Christine Basilii joined CWMG-Comprehensive Wealth Management Group in February of 2013. As CWMG continues to grow and the investment markets get more complex it was clear CWMG needed more help in operations. As Operations Associate,...

Read more