2023 Memorial Day Tribute
We are forever indebted to all the men and women who so bravely laid down their lives in defense of our freedoms and way of life [...]
Understanding the Retirement Bucket Strategy
An investment approach that can help you secure a comfortable retirement Retirement is a significant milestone in one's life, whic [...]
“Take the Bait” 8 with Chase Lopez
Most of you know Advisor Chase Lopez but we wanted to dig a bit deeper with some fun questions that may help you get to know him e [...]
Staff Christmas Message 2022
This year, we asked our staff what they're thankful for. Merry Christmas and Happy New Year! [...]
Three Things to Get Right if You’re Retired
Financial planning is mainly focused on getting people to retirement. But you don’t hear a lot of discussion about financial pl [...]
Tips to Control Frenzied Holiday Spending
Take an organized approach to holiday shopping and actually enjoy it If advertisements and commercials are beginning to feature sc [...]
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.