You’ve Entered the Retirement Red Zone: Part 1
In this first part of the two-part episode of Retire Your Way with ILG Financial Video Series, Dave and Chase discuss each of t [...]
Pickleball is the new hottest physical activity for those nearing or in retirement
In recent years, a growing number of those nearing or already retired have discovered the joys and benefits of pickleball. This en [...]
Chase’s Pick: “5 Unexpected Expenses to Prepare for in Retirement”
Article published by Entrepreneur.com Written by Jordan Bishop "It's no secret that retirement can be expensive. It's why we spend [...]
Ten Birthdays Impacting Your Retirement Income
Your age significantly affects how much money you'll have during your retirement years, and different retirement benefits have dif [...]
Retiring Baby Boomers Could Spell Trouble for Workers
For the past 50 years, the baby-boomer generation, which are those born between 1946 and 1964, have worked in our labor force a [...]
What You DON’T Know About 529 College Savings Accounts
School’s back in session and you may have found yourself thinking about a 529 account for your children and/or grandchildren. O [...]
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.