What You Need to Know About Long-Term Care and Home Care
This month marks Long-Term Care Awareness Month. We have the knowledge and [...]
October 2022
Five Keys to Authentic Retirement Happiness
The ability to enjoy our golden years is the same as the ability to be happ [...]
Longevity is Your Biggest Risk in Retirement; Are You Prepared?
On this episode of the Retire Your Way with ILG Financial Video Series, [...]
Retirement Planning Does Not Stop in Retirement
Five easy pointers to help you plan during all of your retirement years If [...]
What is Going on with U.S. Savings Bonds?!
On this episode of the Retire Your Way with ILG Financial Video Series, [...]
September 2022
Rising Interest Rates: What It Means for Your Retirement
A common theme that we discuss on this podcast is the idea of income in [...]
Preparing for a Wintery Market with A Helping Hand
When the winter seasons come around, you’ll likely have to adjust your rout [...]
Don’t Get Spooked by Common Retirement Mistakes
This Halloween season, you may be thinking about spending time with friends [...]
Dave’s Pick: “Are You Prepared for The Costs of Retirement?”
Healthcare is one of the largest expenses for people in retirement, but it’ [...]
Medicare Open Enrollment is Around the Corner!
With all this market volatility and inflation, talk about investment strate [...]
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.