Closing Out the Year: Investment Strategies for Q4 Success
As the final quarter of the year approaches, investors are faced with a unique set of opportunities and challenges. The fourth qua [...]
Social Security Planning With Hamilton Morales
On the latest episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez is joined by Senior Vice President at Fina [...]
Investing in Real Estate: More Than Just Bricks and Mortar
Astute investors understand that proper diversification involves holding a range of investments in all asset categories—stocks, bo [...]
Should Real Estate and Investing be a Part of Your Retirement Plan?
Should real estate and real estate investing be a part of your retirement plan? On this episode of the Retire Your Way with ILG [...]
Understanding Capital Gains Taxes and Planning
It’s not just about how much money you make, but how much you keep Capital gains taxes might sound like a complex financial term r [...]
Chase’s Pick: “How to Create a Retirement Income Stream”
Published by Kiplinger.com Written by Kris Maksimovich "During your working years, your largest income stream is generally from em [...]
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. Megan is also a fully licensed Life, Health, and Annuity agent. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.
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.
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.
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.