Three Life Insurance Myths Young Families Should Research
For young couples just getting started, new commitments, such as buying the [...]
July 2022
June 2022
Stopping Inflation is Going to Hurt
There’s a buzzword you can’t get away from these days… inflation. We’ve [...]
Required Minimum Distributions and Their Place in Your Retirement Plan
Dave and Chase discuss Required Minimum Distributions, or RMDs, and the [...]
Chase’s Pick: “Five ways the Fed’s interest rate hikes will impact Americans”
Article originally published by thehill.com Written by Tobias Burns "The Fe [...]
Mid-Year Financial Checkup
The plans you considered so important at the end of 2021 may not hold that [...]
Inflation and its Impacts on Your Retirement
Dave and Chase discuss inflation and how it can potentially severely imp [...]
Dave’s Pick: “Want to Unload That Investment Property? What Advisors Recommend”
Article originally published by Barrons.com Written by Cheryl Winokur Munk [...]
Healthcare in Retirement; How Much Can You Expect to Spend?
We all know the chance of needing some sort of health care at some point [...]
Top Five Financial Tips to Share with Your Adult Children
If we're not careful with spending habits, the phrase “where does the time [...]
May 2022
Enlisting the FIRE Movement to Retire Really Early
Are you considering retiring before your full retirement age? Then you’re 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.