Understanding the Retirement Picture for Gen X
A recent study by Investopedia found that Generation X’s biggest worry is r [...]
July 2023
June 2023
Structured Notes: What Are They and How Do They Work?
Dave and Chase cover a lot of general retirement-related subjects on the [...]
10 Interesting Facts About the 4th of July
Independence Day is coming soon and we thought it would be fun to list 10 i [...]
Dave’s Pick: Do This Instead of Leaving Money to Your Children
Article published by moneywise.com Written by Bethan Moorcraft "If you love [...]
May 2023
Understanding the Classic Fixed Annuity
Whether you’ve learned about annuities before or it’s your first time heari [...]
Are Annuities Right for You?
Annuities can be an excellent addition to your financial and retirement por [...]
How Do Annuities Really Work?
An annuity is an investment product that is designed to provide a guarantee [...]
Covering the Basics of Annuities for Annuity Awareness Month
June is Annuity Awareness Month, a time to educate individuals on the benef [...]
Retirement Planning For Young Adults
When we talk about the importance of retirement planning, we're usually [...]
“Take the Bait” 8 with Megan Jones
Most of you know our Marketing Director Megan Jones but we wanted to dig a [...]
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.