Roth Conversions and Their Many Misconceptions
In this video, Dave Lopez and Chase Lopez discuss Roth Conversions; what [...]
August 2022
Traditional IRAs versus Roth IRAs
Currently, there are two popular Individual Retirement Accounts (IRAs) vyin [...]
Chase Lopez: How the Inflation Reduction Act Impacts Medicare
President Biden recently signed the Inflation Reduction Act. What does i [...]
Dave’s Pick: “10 Nasty Surprises That Could Ruin Your Retirement”
Article published by FinanceBuzz.com Written by Jenny Cohan and Edited by M [...]
Are You Taking the Right Pension Payout to Maximize Your Retirement?
On this episode of the Retire Your Way Video Series, Dave and Chase disc [...]
Understanding the Different Types of Life Insurance
Ever wonder what type of life insurance is best for you? It depends on vari [...]
Commonly Overlooked Healthcare Expenses
Long-term care is generally the most significant question mark when saving [...]
Stuck in a High Tax Bracket? Try These Reduction Strategies
Let’s talk about tax brackets. They aren’t straight across the board but gr [...]
How to Allocate Assets when Saving for College
Have you ever considered that saving for college is different than saving f [...]
Multi-Generational Planning and the Impact of Financial Literacy
Investopedia conducted a survey of 4,000 US adults in January and February [...]
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.