Crafting a Comprehensive Plan to Secure Your Family’s Future
Estate planning is not just about managing your assets or distributing weal [...]
September 2023
Use This Annual Reminder as an Opportunity to Strengthen Your Financial Future
Saving money isn't just a smart financial habit; it's an important step tow [...]
The Economy is Overheating: What It Means for You
Have you been paying attention to economic news lately? If so, a common [...]
Are We On the Brink of the Elusive Soft Landing?
Signs are encouraging and the possibility seems more tangible than ever In [...]
The Effects of Withdrawing from Retirement Accounts Due to Economic Pressure
We’ve talked a lot the last few weeks about inflation and some of the pr [...]
You’ve Entered the Retirement Red Zone: Part 2
In this second part of the two-part episode of the Retire Your Way with [...]
Dave’s Pick: The Q4 Playbook: Scoring Financial Touchdowns
With the final quarter of the year on the horizon, it's time to gear up for [...]
What Does Financial Wellness Really Mean?
The concept of wellness is used often, generally when referring to a balanc [...]
Life Insurance Awareness Month
As the seasons transition and we enter fall, it’s a great time to reflect o [...]
Debunking Common Myths About IRAs and 401(k)s
Individual Retirement Accounts (IRAs) and 401(k) plans are powerful tools f [...]
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.