Unlocking the Potential of Annuities in Your Retirement Plan
As many approach our 60s and look forward to longer lives, it’s the perfect [...]
March 2024
Practical Suggestions to Build the Golden Years of Your Dreams
To build the life in retirement that you envision, there are retirement pla [...]
Tips to Help You Practice Meaningful and Strategic Philanthropy
Many people find that being philanthropic with their money brings them joy. [...]
2024 Challenge of 401(k) Catch-Up Contributions
The SECURE 2.0 Act has sparked retirement confusion and concerns Retirement [...]
February 2024
Preparing Your Pets For A Future Without You
If you have a furry friend, you know your pet relies on you for every need. [...]
Scam of the Month: Government Phishing
Cybercriminals like to manipulate people into acting on impulse because any [...]
Is Social Security in Trouble?
According to a December 2023 article, about 10,000 baby boomers retire e [...]
Monetary Policy and the Federal Reserve
Despite what you might think, the Fed does not set economic policy While th [...]
Strategies to Preserve More of Your Wealth
Estate planning can be complex, both from a legal and financial perspective [...]
An Unsustainable Fiscal Path: Are We There Yet?
Chair of the Federal Reserve of the United States, Jerome Powell, says t [...]
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.