TWG Wealth Planning 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.
Wealth Advisor, Accredited Investment Fiduciary®
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...
CERTIFIED FINANCIAL PLANNER®, Accredited Investment Fiduciary®
Experienced wealth planner with focus on insurance, investments, and tax planning. Strategic leadership over a team of advisors, each specializing in their studied field to help clients meet their objectives. Successfully identified...
Administrative Assistant, CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist (CFS®)
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...
Client Service Specialist
Heather started her career in the financial industry in 2006 and has worked in various roles over the years. She has acquired her experience through servicing advisors with different firms with their back-office needs. She has also...
Director of Client Engagement
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...
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...
Since 1990, Jerry has used his extensive personal and professional experience in all areas of financial planning to help clients manage risk and reward for their investments. He holds his Series 6, 63, 66 and 7 and hold licenses for...
CFO for LPL Strategic Business Solutions
LPL Admin Solutions Program
Erica N. Nash joined TWG Wealth Planning in February 2021 and manages all of the administrative operations and client services for Jeffrey Kochan. Erica has worked in operations, banking, and insurance. Erica has graduated with honors...