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

(630) 615-6332
operations@twgwealthplanning.com
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Our Team

TWG Wealth Planning is a Wealth Management and Investment Services firm.   Our goal is to understand the goals and needs of our clients and help position our clients to address those financial goals.  We strive to develop a trusted team of professionals for our clients helping them through many of life’s most important financial decisions.

 

  Leadership

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

  Wealth Management 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

Heather Corley

Heather Corley

Client Services and Operations Manager

(630) 615-6332

(312) 276-4445

  Employer-Sponsored Retirement Plan Consulting Team

Kevin Speich

Kevin Speich

Qualified Plan Advisor, CRPS®, CPFA®

(309) 272-2500

(312) 276-4445

Kristin Roberts

Kristin Roberts

Retirement Plan Specialist

(309) 272-2500

(312) 276-4445

Jennifer Kaeb

Jennifer Kaeb

Operations Associate

(309) 272-2500

(312) 276-4445

  Client Service & Operations Team

Heather Corley

Heather Corley

Client Services and Operations Manager

(630) 615-6332

(312) 276-4445

Janet Birruete

Janet Birruete

Senior Operations Associate

(630) 615-6332

(312) 276-4445

Lindsay Zollers

Lindsay Zollers

Senior Operations Associate

(630) 615-6332

(312) 276-4445

Jennifer Kaeb

Jennifer Kaeb

Operations Associate

(309) 272-2500

(312) 276-4445

Kristin Roberts

Kristin Roberts

Retirement Plan Specialist

(309) 272-2500

(312) 276-4445

  Marketing Team

Rebecca Davila

Rebecca Davila

Director of Client Engagement

(630) 615-6332

(312) 276-4445

Tatiana Perez

Tatiana Perez

Senior Marketing Consultant

James Taylor

James Taylor

Marketing Executive

(312) 818-8036

(312) 276-4445