Understanding the True Cost of Delayed Financial Decisions and How to Overcome Them
Financial inertia—putting off or avoiding important financial decisions—can [...]
October 2024
Start Early with These Practical Steps to Strengthen Your Financial Plan for the New Year
As 2025 approaches, now is an ideal time to review your finances and set go [...]
September 2024
Interviewing Financial Advisors: 10 Key Questions to Ask
Selecting a financial advisor is an important decision when working toward [...]
Financial Transparency: Long-Term Financial Planning Tips for Couples
Openness is key to a strong and thriving relationship, especially when it c [...]
August 2024
Balancing Emotions and Logic for Smarter Investment Decisions
Investing is often seen as a numbers game—an arena where logic, data, and f [...]
Fall Financial Planning: Build Your Family’s Plan in Seven Steps
Managing your family’s finances can feel overwhelming, especially when you’ [...]
Estate Planning Tips for Young and Growing Families
As you nurture your growing family, your focus is often on the joys of buil [...]
May 2024
Five Easy Steps to Building Your Emergency Fund
Adopt a disciplined approach to avoid costly decisions and ensure stability [...]
April 2024
Spring Clean Your Finances: A Comprehensive Guide to Decluttering Your Financial House
Spring ushers in a period of renewal and refreshment, extending an invitati [...]
March 2024
Practical Suggestions to Build the Golden Years of Your Dreams
To build the life in retirement that you envision, there are retirement pla [...]
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.