Vishaal Tummala

Vishaal Tummala, CFP®

Wealth Associate

Vishaal brings his technical and analytical abilities to support the wealth management team in serving clients. His mission is to leverage technology to help accurately illustrate the client’s overall financial plan.

Prior to joining SWP, Vishaal worked at Peak Wealth Planning, LLC as a financial planning assistant. At Peak Wealth Planning, LLC, he worked closely with the Founder of the firm in serving high-net-worth clients and running the daily operations of the business. Vishaal has passed the CERTIFIED FINANCIAL PLANNER™ exam.

Outside of the office, Vishaal enjoys playing basketball and rooting for his favorite team, the Chicago Bulls. He often makes Indian food using his mom’s recipes – but admits, they take him much longer to make than her.

Favorite Quote

Faith can move mountains.

Leadership & Community

Sunday School Teacher, Sai Spiritual Education
Crisis Counselor, Crisis Text Line
Board Member, Financial Planning Association (FPA) of Illinois

Education

BS in Agricultural Consumer Economics – concentration in Financial Planning, University of Illinois Urbana-Champaign

Professional Designations

CERTIFIED FINANCIAL PLANNER™

Brian Wendt

Client Service Administrator

Marcie Nach, CFP®

Financial Planner

Lee Ford

Manager of Operations & Client Service

Dennis Barron

Marketing & Communications Coordinator

Jaclyn Simon

Client Service Administrator

Tom Buhrmann, CIMA®

Wealth Advisor

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Cory Rappaport, CPA

Wealth Associate

Andrew Cohn, AIF®

Retirement Plan Advisor

Whitney Beswick

Operations Associate

Kathy Klein, CFP®

Wealth Advisor

Wendy Sabul-Mintzer

Operations Associate

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Joanna Hurley

Receptionist & Administrative Assistant

Mark Weil, CFP®

Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Adam Rudolph, CFP®

Associate Wealth Advisor

Toni Bregenzer

Manager of Risk & Client Service

Mary Ann Sendik

Client Service Administrator

Michele Turner

Client Service Administrator

Lauren Ross

Manager of Investment Operations

Lindsay Pflug

Manager of Training & Process Development

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Joseph Thompson

Wealth Associate

John Mariscalco, CFA®

Associate Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Mary Berman

Client Service Administrator

Betsy Wellington

Client Service Administrator