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™

Mary Berman

Client Service Administrator

Adam Rudolph, CFP®

Associate Wealth Advisor

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Betsy Wellington

Client Service Administrator

Kathy Klein, CFP®

Wealth Advisor

Mark Weil, CFP®

Wealth Advisor

Joseph Thompson

Wealth Associate

Lee Ford

Manager of Operations & Client Service

John Mariscalco, CFA®

Associate Wealth Advisor

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Jenny Jesse

Client Service Administrator

Jaclyn Simon

Senior Client Service Administrator

Wendy Sabul-Mintzer

Operations Associate

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Marcie Nach, CFP®

Financial Planner

Toni Bregenzer

Manager of Risk & Client Service

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Michele Turner

Client Service Administrator

Andrew Cohn, AIF®

Retirement Plan Advisor

Cory Rappaport, CPA

Wealth Associate

Lauren Ross

Manager of Investment Operations

Jill Kaz, CFP®

Financial Planner

Dennis Barron

Marketing & Communications Coordinator

Joanna Hurley

Receptionist & Administrative Assistant

Brian Wendt

Senior Client Service Administrator

Whitney Beswick

Operations Associate