Do You Have a Clear Understanding of Caregiving Costs?
Close up of older woman's and caregiver's hands Many Americans underestim [...]
May 2022
Where is Your Money Going Inside Your 401(k)?
A 401(k) is a common savings tool for many working Americans. It’s an easy [...]
Does Your Credit Score Matter After Age 50?
We’ve all seen the commercials for checking your credit score, and some eve [...]
Annuities: Why this Might be Good for Your Portfolio
According to Annuity.org, there are multiple reasons Americans are investin [...]
Five Lessons To Remember During Bear Markets
The Stock Market has been trying to teach these lessons forever… The real v [...]
Weathering Stock Market Volatility
Before taking extreme action when the stock market drops, it’s crucial t [...]
Are Bonds Still the Right Tool for Your Retirement Plan?
Dave and Chase discuss the history of bonds as an investment tool and ho [...]
The Fed Raises Rates, Should You Sell Bonds?
Don’t let public perceptions drive your investing, because that’s speculati [...]
Chase’s Pick: “Choppy Market Impacting Your Retirement Income Plan?”
Article originally published by Kiplinger.com Written by Jerry Golden "In r [...]
How Target Date Funds Can Work For or Against You in Retirement
On this episode of the Retire Your Way Video Series, Dave and Chase disc [...]
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.