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


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

Professional Designations


Mary Berman

Client Service Administrator

Lee Ford

Information Technology Manager

Wendy Sabul-Mintzer

Operations Associate

Toni Bregenzer

Risk and Compliance Manager

Cory Rappaport, CPA

Associate Wealth Advisor

Michele Turner

Client Service Administrator

Joseph Thompson

Associate Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Marcie Nach, CFP®

Financial Planner

Jenny Jesse

Client Service Administrator

Kathy Klein, CFP®

Wealth Advisor

Jaclyn Simon

Co-Manager, Client Service

Gabrielle Wagor

Marketing & Events Strategist

Andrew Cohn, C(k)P®, AIF®

Retirement Plan Advisor

Christina Cartes

Operations Associate

Joanna Hurley

Receptionist & Administrative Assistant

Adam Rudolph, CFP®

Associate Wealth Advisor

Brian Wendt

Co-Manager, Client Service

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Merrick Singer

Client Service Administrator

John Mariscalco, CFA®

Associate Wealth Advisor

Matthew Cox

Operations Associate

Lauren Ross

Manager of Investment Operations