Our Team
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Tor E. Hotham, CFP®, ChFC®, AEP® http://www.torhotham.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... |
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David J. Berkeihiser, CFP®, ChFC®, AEP®, CFS® P: (610) 436-9134 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... |
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Dennis Wallace P: 484-888-2001 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... |
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Robert D. Sullivan, ChFC P: (610) 436-8500 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...
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Lorelei Danuser P: (610) 436-8500 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... |
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Christine Basilii P: (610)436-8500 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,... |