"Putting the pieces of the puzzle together with each other is going to get us to the truth faster." -- Cathie Wood

Together We Grow...

TWG Wealth Planning is a Financial Planning and Investment Services firm.  Our experienced team of professionals strive to help clients identify their most important financial goals. By integrating technology into the planning process, the TWG Team helps clients develop a comprehensive financial plan tailored towards their needs.

<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

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.

<strong>Grow Your Finances.</strong>

Grow Your Finances.

Over the years we have found that our most meaningful relationships are with business owners/entrepreneurs, retirees, executives and successful professionals who commit 60 hours-plus per week to their profession. We serve clients who are committed to their financial growth but lack the time and meaningful expertise to handle themselves. By working with us, they are able to devote more time to family, friends, business and other passions. Together We Grow.

Meet Our Experienced Advisors and Team

John Davila

John Davila

Wealth Advisor, Accredited Investment Fiduciary®

(630) 615-6332

(312) 276-4445

Jeffrey Kochan

Jeffrey Kochan

CERTIFIED FINANCIAL PLANNER®, Accredited Investment Fiduciary®

(630) 615-6332

(312) 276-4445

Adam Kadivar

Adam Kadivar

Administrative Assistant, CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist (CFS®)

(630) 615-6332

(312) 276-4445

Kevin Speich

Kevin Speich

Qualified Plan Advisor, CRPS®, CPFA®

(309) 272-2500

(312) 276-4445

Kristin Roberts

Kristin Roberts

Retirement Plan Specialist, CRPS®

(309) 272-2500

(312) 276-4445

Jennifer Kaeb

Jennifer Kaeb

Operations Associate

(309) 272-2500

(312) 276-4445

Erica Nash

Erica Nash

LPL Admin Solutions Program

(630) 615-6332

(312) 276-4445

Rebecca Davila

Rebecca Davila

Director of Client Engagement

(630) 615-6332

(312) 276-4445

Tatiana Perez

Tatiana Perez

Senior Marketing Consultant

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Weekly Market Commentary

Each week the LPL Financial Research Team assembles thoughtful insight on market and economic news.

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Our goal is for our clients to achieve all of their personal,
professional and financial goals and have a uniquely positive experience along the way, because Together We Grow.

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