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™

Kathy Klein, CFP®

Wealth Advisor

Michele Turner

Client Service Administrator

Lee Ford

Manager of Operations & Client Service

Mary Ann Sendik

Client Service Administrator

Jaclyn Simon

Client Service Administrator

Joanna Hurley

Receptionist

Dennis Barron

Marketing & Communications Coordinator

Toni Bregenzer

Manager of Risk & Client Service

Tom Buhrmann, CIMA®

Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Cory Rappaport, CPA

Wealth Associate

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Mary Berman

Client Service Administrator

Mark Weil, CFP®

Wealth Advisor

Whitney Beswick

Operations Associate

Betsy Wellington

Client Service Administrator

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Lauren Ross

Investment Operations Analyst

Adam Rudolph, CFP®

Associate Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Lindsay Pflug

Manager of Training & Process Development

Gabrielle Wagor

Receptionist & Administrative Assistant

John Mariscalco, CFA®

Associate Wealth Advisor

Brian Wendt

Client Service Administrator