How Do You Know if Your Assets are Diversified?
Using statistical correlations can help refine your investments and lower r [...]
April 2023
How the National Debt Can Impact Your Retirement
Dave and Chase discuss the unprecedented national debt situation America [...]
Understanding the Retirement Bucket Strategy
An investment approach that can help you secure a comfortable retirement Re [...]
4 Tax Minimization Strategies to Try
Keep these tax tips in mind when constructing or revisiting your financial [...]
What Happened to Silicon Valley Bank?!
The collapse of Silicon Valley Bank sent shockwaves across the nation an [...]
March 2023
Rules for Medicaid Coverage of Nursing Home Care
Life events are something that we can’t always expect but still need to [...]
Building Generational Wealth With Hard Assets
A five-step guide to build a stable source of income and long-term growth G [...]
Financial Literacy – Do the Little Things
The concept of financial literacy refers to knowing the basics of financial [...]
The Importance of Savings Accounts
In the world of retirement strategizing, the focus tends to be on 401(k)s, [...]
Teaching Financial Literacy to Your Kids or Grandkids
As an adult, you may have had tough learning moments when it comes to finan [...]
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.