Big Changes to Medicare? Here’s What It Means for Your Coverage
Medicare doesn’t stay the same—and even small changes can have a meaningful impact on your healthcare costs, coverage options, a [...]
Dave’s Pick: “This Is the Retirement Phase Nobody Talks About”
Published by Kiplinger.com Written by Kyle Hammerschmidt "What if the most important part of retirement planning happens in a wind [...]
Understanding Investment Fees: What You’re Paying and Why It Matters
Every investment involves costs, but understanding what you’re paying (and why) can make a meaningful difference in your long-term [...]
Managing Retirement Income During Market Downturns: Staying Steady When Markets Shift
Market fluctuations are a normal part of investing, but they can feel more concerning during retirement, especially when your savi [...]
Mid-Tax-Season Check-In: Avoiding Common Filing Mistakes
Tax season can feel overwhelming, especially when multiple forms, deductions, and deadlines start to overlap. Taking a moment for [...]
Your Spring Financial Refresh: A Seasonal Opportunity to Refocus and Reorganize
Spring is often associated with renewal: clearing clutter, refreshing routines, and setting new intentions. The same mindset can b [...]
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.
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.
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.
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.
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.