Navigating College Savings: Exploring 529 Plans and Coverdell ESAs
Navigating college savings is a significant concern for many families. With rising tuition costs and the increasing necessity of h [...]
3-Step Strategy to Clarify Your Retirement
Planning for retirement often revolves around financial security, but understanding what you truly want your retirement to look li [...]
Is a Roth Conversion the Right Strategy?
When planning for retirement, one of the strategies to consider is a Roth conversion. This financial move involves transferring fu [...]
Two Scams Targeting Seniors – Don’t Become a Victim
Scammers targeting seniors and those in retirement pose a great risk to the protection of your assets. They know that money and [...]
Five Easy Steps to Building Your Emergency Fund
Adopt a disciplined approach to avoid costly decisions and ensure stability In today's unpredictable world, having an emergency fu [...]
Dave’s Pick: “Millions of Americans are set to lose a popular 401(k) benefit — are you one of them? Here’s what it is and what it means for you”
Published by Moneywise.com Written by Chris Clark "Higher earners, heed this warning: If you've been persistently socking away mon [...]
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.