The Value of a Financial Advisor Beyond Picking Investments
What value can a financial advisor provide beyond choosing investments? On this episode of the Retire Your Way with ILG Financi [...]
Understanding the Difference Between Building Wealth and Creating Retirement Income
Throughout much of your working years, financial planning is often centered on building assets. Saving consistently, contributing [...]
Financial Benchmarks: Measuring Success Based on Your Goals, Not Someone Else’s
It’s natural to compare your financial progress to friends, family members, coworkers, or headlines in the news. You may wonder wh [...]
Year-End Tax Opportunities: Practical Planning Ideas Before the Calendar Year Ends
As the year begins to wind down, it’s natural to look ahead to the holidays and prepare for the coming year. It’s also an ideal ti [...]
Open Enrollment: How to Evaluate Your Benefits and Align Them with Your Financial Goals
Open enrollment season gives employees an opportunity to make decisions that may affect their finances and healthcare throughout t [...]
The Truth About Tax-Free Gifting
Gifting money to your children or grandchildren can be a meaningful way to support their future, but how much can you give with [...]
Israel Chavez, Jr. joined the ILG Financial team in 2026 as a Service Advisor. A graduate of Howard University, Israel was also a Division I student-athlete, competing as a goalkeeper for the university’s soccer program. Israel holds the Series 65 license and is registered as an Investment Adviser Representative. His experience balancing academics and collegiate athletics helped shape the discipline and competitive mindset he brings to his role as a fiduciary at ILG Financial.
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.