Contributing to an IRA and an Employer Plan Simultaneously
On this episode of the Retire Your Way with ILG Financial Video Series, Dave Lopez and Chase Lopez discuss how contributing to [...]
Give Yourself a Boost Towards Your Financial Goals
For some, especially during these tough market conditions, their retirement investments and savings may have declined. Due to this [...]
How to Save for a Major Expense in Retirement
Saving for large expenses, whether in retirement or during your working years, is a tall task. It often requires you to cut back o [...]
You Won’t Reach Your 2023 Financial Goals Without Priorities
If you search the Internet for tips on financial strategies, you’ll see many general rules and broad advice that may apply to an “ [...]
Assessing Your Financial Goals for 2023
For many, the turn of the new year is a time to self-reflect and make resolutions. There’s no better time to assess your financial [...]
How to Allocate Assets when Saving for College
Have you ever considered that saving for college is different than saving for your long-term retirement? Let’s start with the fact [...]
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.