The Secret to Timing the Market
As Dave and Chase prepared for this episode of the Retire Your Way with ILG Financial Podcast, the focus shifted from a potenti [...]
Practical Approaches to Strengthen Your Financial Plan: Smart Ways to Use Tax Refunds
Tax season often brings a moment of reflection about your overall financial picture. Whether you’re expecting a refund or preparin [...]
This Phishing Scam Is a Bad Apple
In this month’s scam, you receive text messages that say someone is trying to log in to your Apple account without your permission [...]
Don’t Let Your Will Tear Your Family Apart – Do This Instead
Your will may be one of the most important documents you’ll ever create but many people make simple mistakes that cost your fam [...]
Understanding Portfolio Correlation: How Diversification Works Beneath the Surface
Diversification is one of the most frequently discussed concepts in investing, but understanding why it works requires a look at p [...]
Finding Clarity in a World of Financial Information
Access to financial information has never been greater. Articles, podcasts, videos, and social media posts offer opinions on every [...]
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.