A Menu of Trust Options
A trust is an instrument set up to hold the property of an individual, often called the grantor, for one or more designated benefi [...]
Preparing Your Pets For A Future Without You
If you have a furry friend, you know your pet relies on you for every need. What would your pet do without you? Although pets are [...]
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 for the fun, the new, and the exciting. But it’s just as, [...]
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 that they protect not only their financial standing but [...]
Crafting a Comprehensive Plan to Secure Your Family’s Future
Estate planning is not just about managing your assets or distributing wealth; it’s about leaving a legacy that lasts for generati [...]
A Cautionary Tale of Estate Planning
It was a significant moment etched in history—August 16, 1977—when the world mourned the loss of the iconic "King of Rock ‘n’ Roll [...]
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. Megan is also a fully licensed Life, Health, and Annuity agent. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.
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.
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.
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.