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1807 W. Diehl Rd. Suite 105 Naperville, IL 60563

(630) 615-6332
operations@twgwealthplanning.com
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Meet our Planning Team

<strong>John Davila</strong>

John Davila

Wealth Advisor,

Accredited Investment Fiduciary®

<strong>Jeff Kochan</strong>

Jeff Kochan

Certified Financial Planner®,

Accredited Investment Fiduciary®

John and Jeff are the founding partners and lead advisors of TWG Wealth Planning. Their primary responsibilities include working with clients to develop a plan that focuses on their financial goals and needs. They are also responsible for meeting with their clients to review their plan and investments.

<strong>Adam Kadivar, CFP&#174;, CFS&#174;</strong>

Adam Kadivar, CFP®, CFS®

Administrative Assistant

Adam is responsible for assisting clients through the financial planning process.  He also assists John and Jeff with client review meetings, research, and designs portfolios, and implements strategies to fit each of our client’s specific needs.

<strong>Heather Corley</strong>

Heather Corley

Client Service and Operation Manager

Heather manages the day-to-day client services and operations team.  She also manages client relationships and oversees special projects for the firm.

Meet our Operations Team

<strong>Janet Birruete</strong>

Janet Birruete

Sr. Operations Associate

<strong>Lindsay Zollers</strong>

Lindsay Zollers

Sr. Operations Associate

<strong>Jennifer Kaeb</strong>

Jennifer Kaeb

Operations Associate

The operations team is responsible for helping clients establish accounts, processing transactions, such as contributions, withdrawals, and Required Minimum Distributions (RMDs), ensure client information is up-to-date and accurate, prepare reports for meetings and review. 

Meet our Retirement Plans Team

<strong>Kevin Speich</strong>

Kevin Speich

Qualified Plan Advisor, CRPS®, CPFA®

Kevin has a strong background in corporate retirement planning, having founded both Empire Retirement Plan Services and Plan Design Partners firms.  His deep insight into key areas such as fiduciary best practices and governance, compliance, vendor analysis and selection, plan and fee benchmarking, and employee education make him an invaluable asset.

<strong>Kristin Roberts, CRPS&#174;</strong>

Kristin Roberts, CRPS®

Client Services Manager

With years of experience in Human Resources, Kristin is not only well-versed in working with a variety of people, but also understands the challenges that employers face when dealing with the administration of a retirement plan, including regulatory requirements and employee education.

Meet the Rest of the TWG Planning Team

<strong>Jerry Kahn</strong>

Jerry Kahn

Financial Advisor

Jerry uses his extensive personal and professional experience in all areas of financial planning to help clients manage risk and reward for their investments. 

<strong>Rebecca Davila</strong>

Rebecca Davila

Director of Client Engagement

Rebecca focuses on strengthening client relationships by developing our niche markets – Emerging Families and Women Decision-Makers.  She is responsible for coordinating client events, developing client appreciation strategies and helping to develop business development strategies.