The Triple Tax Benefit Investment
It’s not often that the IRS provides a tax-free option for your money—so wh [...]
January 2022
Time to Get Your Financial House in Order
Out with the old and in with the new as we march headstrong into 2022. Ther [...]
Are You Prepared for the Upcoming Tax Season?
Happy New Year! It’s a new year, a new you, and a new time to do things dif [...]
December 2021
Dave’s Pick: “Converting To A Roth? Don’t Fall Into These Traps”
Article originally published by Forbes.com. Written by Jamie Hopkins "With [...]
Chase’s Pick: “Medicare Part B premiums for 2022 jump by 14.5% from this year, far above the estimated rise in cost”
Article originally published by CNBC.com. Written by Sarah O'Brien The stan [...]
Dave’s Pick: “What to look for in Social Security statements to boost your retirement benefits”
Article originally published by CNBC.com. Written by Lorie Konish "If you p [...]
Tips for Preventing Identity Theft
The Internet is your entrance to the marketplace for the world from the com [...]
How the Pandemic Impacted Taxes for the Self-Employed
The Coronavirus Aid, Relief, and Economy Security Act (CARES Act) provides [...]
SECURE ACT 2.0: New Retirement Plan Incentives
There’s a potential game-changer being discussed when it comes to retiremen [...]
How Insurance Helps Small Businesses Manage Risk
Small businesses need suitable types of insurance to protect assets against [...]
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.