Team

TWG Wealth Partners is a Financial Management and Investment Services firm.  We believe every meaningful relationship in life needs growth.  We work with clients who are committed to their personal financial growth.  Together We Grow.

We engage our clients in identifying their financial priorities.  We help our clients clarify their goals, organize their information and develop a disciplined strategic plan.  The result is a plan that will better position our clients to pursue their goals, so Together We Grow.

Our goal is to make every client relationship a uniquely positive experience.  We look forward to the opportunity to earn your trust and business.  Together We Grow.

 

John Davila

Wealth Advisor

(312) 818-8036

(312) 276-4445

john.davila@twgwealthpartners.com

John Davila started his financial services practice in July 2001. John has built his practice over the years by working with clients to develop a game plan that focuses on their financial goals and needs. He established TWG Wealth...

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Janet Birruete

Operations Manager

(773) 818-8036

(312) 276-4445

janet.birruete@twgwealthpartners.com

Janet Birruete joined TWG Wealth Partners, in August 2013. Since her arrival to the firm she has overseen the day-to-day operational functions. Her upbeat personality and her commitment to enhancing the client experience have been a...

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James Taylor

Marketing Executive

(312) 818-8036

(312) 276-4445

james.taylor@twgwealthpartners.com

James Taylor graduated with B.A. of Applied Computer Science from Illinois State University in 1988. James has worked in the finance industry for more than 17 years. James has worked for The Chicago Mercantile Exchange, The Chicago...

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Adam Kadivar

CERTIFIED FINANCIAL PLANNERĀ®

(630) 544-6707

(312) 276-4445

adam.kadivar@twgwealthpartners.com

Adam grew up in the Wheaton area, going to high school at Wheaton Warrenville South. After graduating, he moved to Tampa to attend the University of South Florida, where he graduated in 2004, receiving his Finance degree. Adam has a...

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Thomas Kim

Director of Financial Services

(773) 304.6097

(312) 276-4445

thomas.y.kim@lpl.com