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 [...]
January 2024
Investing Fundamentals: Building Wealth for the Future
Building wealth is so much more than accumulating money for its own sake. W [...]
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 [...]
Tips to Strengthen Your Portfolio in the New Year
Many investors take a passive approach to their investment portfolios. They [...]
Your Personal Finance Journey: Budgeting and Saving Tips
Creating a budget is easy. Sticking to it is hard. Luckily, following savvy [...]
New Year, New Goals: Planning Your Money Moves for 2024
The coming of a new year inspires much thinking and planning. You may be lo [...]
December 2023
Dave’s Pick: “Opinion: The moment I realized we’re saving too much for retirement”
Published by CNN.com Written by Bill Perkins "When you’re planning a vacati [...]
Scam of the Month: Don’t Get Fooled by Spear Phishing
In this month's scam, cybercriminals are trying to scam you by sending you [...]
“Take the Bait” 8 with Amy Anderson
Please help us welcome our newest staff member, Amy Anderson! Amy will be s [...]
How to Prepare for the “Survivor’s Penalty” Before a Spouse Passes
When thinking about retirement, it's easy for a lot of people to plan fo [...]
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.
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. Chase, as a fiduciary, believes in putting his clients interests first, and building out plans for his clients where they can have a happy and fruitful retirement. He married his beautiful wife in February 2022 and both use most of their free time chasing around their little pup, Aurora.
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.
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. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.