Strategies to Navigate Estate Planning Challenges and Foster Harmony in Blended Families
Estate planning for blended families can be a complex and sensitive process [...]
October 2024
September 2024
Using Trusts in Estate Planning: Discover Potential Tools to Help You Plan for the Future
Although we all hope to enjoy many more years with our loved ones, creating [...]
August 2024
Effective Estate Planning: Avoiding Common Mistakes
Estate planning is an essential process for anyone looking to manage their [...]
Mailbag: Not Retiring But Taking Social Security and Gifting vs. Inheritance
On this episode of the Retire Your Way with ILG Financial Video Series, [...]
May 2024
The Survivor Tax Trap
On this episode of the Retire Your Way with ILG Financial Video Series, [...]
April 2024
A Menu of Trust Options
A trust is an instrument set up to hold the property of an individual, ofte [...]
February 2024
Preparing Your Pets For A Future Without You
If you have a furry friend, you know your pet relies on you for every need. [...]
December 2023
How to Prepare for the “Survivor’s Penalty” Before a Spouse Passes
When thinking about retirement, it's easy for a lot of people to plan fo [...]
Tips to Serve Your Family Now and into the Future Through Smart Legacy Planning for Families
Affluent individuals often turn to legacy planning for families to ensure t [...]
September 2023
Crafting a Comprehensive Plan to Secure Your Family’s Future
Estate planning is not just about managing your assets or distributing weal [...]
Amy Anderson joined the ILG Financial team in 2023 as the client relations coordinator. Her responsibilities include scheduling of appointments, annual check-up notifications, and annuity and required minimum distribution assistance. She is a graduate of Harding University with a degree in Computer Information Systems. Amy and her husband have two children and she enjoys reading, crocheting, music and spending time with her family.
Chase Lopez joined the ILG Financial team in 2020 as an advisor. Chase is a 2016 James Madison University graduate with a degree in management. Chase has been trained under the tutelage of Dave Lopez, who is not only the founder and managing member of ILG Financial, but also is Chase’s uncle and godfather. He also enjoys working alongside his cousin, Megan, who is Dave’s daughter. Chase, as a fiduciary, believes in putting his clients interests first, and building out plans for his clients where they can have a happy and fruitful retirement. He married his beautiful wife in February 2022 and both use most of their free time chasing around their little pup, Aurora.
Jessica Carson joined the ILG Financial team in 2018 as an agent. Jessica and her husband have four children, two dogs, 3 barn cats, 5 chickens, and three parakeets. She indeed loves her children and pets! When not at work, Jessica enjoys playing the piano and cello as well as traveling and spending time outside with her family, hiking, fishing, and boating.
Terri Center joined the ILG Financial team in 2019 as client services manager. She handles client records, application processing, and gathering information to provide a professional and friendly experience with all of our clients. Terri is a graduate of Oakland University. She is married and has two children. She enjoys hiking, family time, and puzzle challenging video games. She also likes to share her creativity in her canvas paintings and sewing projects.
Megan Jones joined the ILG Financial team in 2020 as marketing director. Megan and her husband live in Fredericksburg, VA with their German Short Haired Pointer, Gus. Megan is a graduate of Longwood University and holds a degree in communications. Megan is the oldest of Dave Lopez’s three children and not only enjoys working alongside her father, but also with her cousin, Chase, who joined the ILG Financial team in 2020 as an advisor. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.