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
Rebecca Davila in her role of Director of Client Engagement, will continue to strengthen client relationships by developing our niche markets – Emerging Families and Women Decision-Makers. She will be responsible for coordinating...
Janet Birruete joined the TWG Wealth Planning team back in August of 2013. Since she arrived at the firm, she has overseen the day-to-day operational functions. Her upbeat personality and her commitment to enhancing the client...
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...
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...
Senior Marketing Consultant
Tatiana is our Marketing Consultant. She is an LPL Employee and is part of the Marketing Solutions program in Fort Mill, SC, that supports multiple advisors. She graduated from Florida State University in 2014 and has been working in...
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,...
Retirement Plan Specialist, CRPS®