John Davila

John Davila

John Davila started his financial services practice in July 2001. He established TWG Wealth Partners in June of 2012 and TWG Wealth Partners evolved to become TWG Wealth Planning in 2018. He helps clients develop a comprehensive strategy to pursue their goals.

Although he works with a wide variety of clients in different phases of their lives and non-profits, TWG Wealth Partners has developed a few niche markets: Women Decision-Makers (women business owners or women who are in charge of the financial decisions for the household or organization) and The Emerging Family (couples who married a little later in life and are raising young children while being 10 to 15 years away from retirement). Although TWG Wealth Planning is headquartered in Naperville, IL, twenty-five percent of clients reside outside of Illinois and are located across the country.

John enjoys spending his free time golfing and spending time with his family: wife, Rebecca, and his children Mateo and Isabella. He also served for three years on the Hispanic Professional Advisory Committee of Chicago for St. Jude’s Children’s Research Hospital.


All sessions by John Davila

Presenter:Anthony Kosobud null , Divisional Sales Manager

Every potential retiree is different and has different needs. This interactive session will help you recognize the needs of the clients you serve and how to provide solutions for them. Using case studies and advanced planning strategies, we’ll help you expand the reach of your practice and create clients for life.

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