Bruce works for families and businesses coordinating their financial affairs. This includes identifying cash flow needs, financial planning concerns and asset management. He has been in the industry for over 28 years.

Bruce and his family moved to Tucson in 1962 from Venezuela where Bruce’s father worked in the oil services business. Bruce attended Sahuaro High School, Yavapai College in Prescott and the University of Arizona where he received a business degree in 1980. After two years of baseball with the NY Mets, Bruce started his career in the investment management business.

Bruce has two children, Stacie, 28 and Eric, 25, and lovely wife Dawn Gunter. Outside of work, Bruce enjoys playing golf and is a life member of the Tucson Conquistadores. The Conquistadores are a charitable organization that raises money for children of Southern Arizona, as well as running the Accenture Match Play PGA tournament here in Tucson.

Tom’s background within the investment and asset management industries spans in excess of twenty five (25) years and covers the full multi dimensional aspects of investment management. Tom’s scope of management experience has also included that of Chairman of Whitehall Capital Investment Group Inc. a national investment and asset management company with total multi faceted assets under management exceeding $750,000,000 as well as President of the investment banking and joint venture subsidiaries of International Telephone and Telegraph Co. (IT&T).

Tom’s academic background has included undergraduate and graduate degrees and certificates from the University of Southern California – Marshall School of Business, Shelbourne University, Dartmouth College and the American Academy of Financial Management. While in school Tom found time to be a gold medal national champion, Olympian and 9 time All-American swimmer. Tom and his wife Gery Sue have two (2) daughters who also went to the University of Southern California and were nationally ranked athletes in swimming and gymnastics.

Phil works with Bruce to create comprehensive financial and investment plans. He is also responsible for investment analysis, implementation and service. Phil joined Comprehensive Wealth in May 2008 and is fully licensed and registered to make trades, offer investment advice, and help with insurance needs.

Phil graduated with a Bachelor of Science Degree in Business Administration with majors in Business Economics and Entrepreneurship from the Eller College of Management at The University of Arizona. In his spare time, Phil enjoys playing golf and snowboarding in the winter.

Sherry has over 18 years experience in the financial services area and came to CWM in 2007. In addition to managing the operations of the office and maintaining office procedures, she is responsible for initiating and tracking client service issues, which includes account paperwork, on line access, and any other operational concerns with regard to CWM’s clients. Sherry has been married to her husband, Herschell, for 25 years. She enjoys spending her spare time riding her purebred Arabian mare, Special K.