Vishaal Tummala

Vishaal Tummala

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

Ben Smith, CFP®

Wealth Advisor

Joanna Hurley

Receptionist

Mark Weil, CFP®

Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Gabrielle Wagor

Receptionist & Administrative Assistant

Betsy Wellington

Client Service Administrator

Jill Kaz, CFP®

Financial Planner

Brian Wendt

Client Service Administrator

Marcie Nach, CFP®

Financial Planner

Lauren Ross

Investment Operations Analyst

Kathy Klein, CFP®

Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Whitney Beswick

Operations Associate

Dennis Barron

Marketing & Communications Coordinator

Toni Bregenzer

Manager of Risk & Client Service

Eli Friedman

Senior Client Service Administrator

Adam Rudolph, CFP®

Associate Wealth Advisor

Kurtis Fluck

Investment Operations Analyst

Jarodd White

Wealth Associate

Tom Buhrmann, CIMA®

Wealth Advisor

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Barry Spitzer

Business Development

Jaclyn Simon

Client Service Administrator

Lee Ford

Manager of Operations & Client Service