401(k) ‘Set It and Forget It’ No Longer Works
When it has come to our 401(k)s, we've all heard the age-old saying “Set it, and forget it”. And it was always said that this s [...]
Investing Fundamentals: Building Wealth for the Future
Building wealth is so much more than accumulating money for its own sake. When you have a solid wealth-building strategy, you can [...]
We Hear a Lot About Inflation Rates, But Do You Know How It’s Calculated?
Inflation is a ubiquitous economic concept that impacts the everyday lives of people around the world. It's a critical factor in u [...]
Tips to Strengthen Your Portfolio in the New Year
Many investors take a passive approach to their investment portfolios. They make few, if any, changes to their holdings over a yea [...]
Your Personal Finance Journey: Budgeting and Saving Tips
Creating a budget is easy. Sticking to it is hard. Luckily, following savvy budgeting and saving tips can help. According to recen [...]
New Year, New Goals: Planning Your Money Moves for 2024
The coming of a new year inspires much thinking and planning. You may be looking for ways to structure and organize your life to 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 and obtained his